Accounting Firm Software That Keeps Every Engagement on Track
Stop losing billable time to spreadsheet chaos and deadline scrambles. Smarfle organizes your engagements, automates your invoicing, and keeps your team aligned.
63
11
$24,800
9
Martinez Family Trust
Tax Preparation (1040)
Bright Leaf Consulting
Monthly Bookkeeping
Harper & Co LLC
Quarterly Payroll Filing
Westfield Properties
Annual Audit Preparation
Where accounting businesses lose time and money
The day-to-day friction every accounting owner recognizes.
Tax Deadlines Pile Up Without Warning
Every client has different filing dates, extension deadlines, and quarterly estimates. When these live in spreadsheets or someone's head, a missed deadline means penalties for the client and liability for your firm.
Monthly Bookkeeping Clients Get Inconsistent Service
Recurring engagements should run like clockwork, but without a system tracking who needs what and when, some clients get attention while others wait. Inconsistency leads to churn your firm cannot afford.
Time Tracking Happens After the Fact
Staff reconstruct their hours at the end of the week from memory. Quick client calls, email exchanges, and review sessions never get logged. The result is invoices that undercount the real work done.
Built for accounting businesses
Not a generic CRM. Every feature is tailored to how accounting companies actually work.
Engagement Tracking With Deadline Management
Create engagements per client with type, deadline, assigned staff, and status. See all upcoming deadlines in one view and get alerts before anything slips.
Automated Invoicing From Engagement Records
Generate invoices directly from completed engagements or monthly retainers. Line items pull from the engagement details so billing is accurate and fast.
Client Portal for Document Sharing
Clients log in to upload documents, view engagement status, and access their invoices. No more chasing clients for missing paperwork via email chains.
Staff Assignment and Workload Visibility
Assign engagements to specific team members and see workload distribution across the firm. Balance capacity during busy seasons and identify who needs support.
Revenue and Engagement Reporting
Track revenue by service type, client, and staff member. Identify your most profitable engagements and the clients who consistently pay on time.
Specialized accounting solutions
The workflows every accounting business lives or dies by — each with a dedicated guide.
Accounting Scheduling Software
Shared calendar with public booking, recurring sessions, and auto-reminders that cut no-shows in half.
Learn moreAccounting Billing Software
Recurring billing on auto-pilot. Save customer cards, auto-charge subscriptions, no chasing payments.
Learn moreAccounting Invoicing Software
One-click invoice from completed work. Stripe payment links, aging report, automatic reminders.
Learn moreIs Smarfle the right fit for your accounting business?
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Deadline Visibility Across Every Client Engagement
See every filing deadline, extension date, and recurring engagement due date on a single calendar. Filter by staff member, engagement type, or urgency level. Your team always knows what is due next and who is responsible.
Everything your accounting business needs
Three ways Smarfle transforms how you operate, get paid, and grow.
Engagement Dashboard
See every active engagement with client name, type, deadline, assigned staff, and status. Filter by urgency, staff member, or service type to focus your attention.
Deadline Calendar
All filing deadlines, extension dates, and recurring due dates on one calendar. Color-coded by type and filterable by staff so no one misses a date.
Recurring Engagement Templates
Set up monthly bookkeeping and quarterly review templates that auto-generate engagements. Your recurring clients stay on schedule without manual setup each cycle.
Document Collection Tracking
Track which documents have been received per engagement. See at a glance which clients still owe paperwork and send reminders through the portal.
How an accounting client flows through Smarfle
From new-client intake to year-end filing — bookkeeping and tax cycles tracked together.
- 1
Lead arrives
Web form, AI receptionist, or referral. Each becomes a client record with the entity type, fiscal year, and prior-CPA notes.
- 2
Onboarding consultation
Calendar slot for the discovery call. Custom fields capture revenue range, software (QuickBooks, Xero), and complexity.
- 3
Engagement signed
Engagement letter via e-sign, retainer captured via Stripe, matter becomes a work order with monthly bookkeeping cadence as a recurring work order.
- 4
Monthly close + ad-hoc work logged
Time tracking per client against billable hours, monthly close as a recurring work order with checklist (bank rec, A/R, A/P, P&L). Ad-hoc projects as separate work orders.
- 5
Recurring monthly bill + review
Stripe Connect handles monthly retainer billing. Year-end billing via separate invoice with Stripe payment link. Review request after first quarter.
Same flow for every accounting business — only the terminology and details change.
Stop losing accounting inquiries during tax season
January through April you're heads-down. Inquiry calls go to voicemail and you lose qualified clients to firms with answering services.
How AI Receptionist works- New-client intake calls during tax-season rush
- IRS notice / audit calls with urgency
- Year-end planning calls in November and December
- Quarterly estimate calls when due dates approach
- AI captures entity type and fiscal year, books the consultation
Always on. Never misses an after-hours accounting call.
Plans that grow with your accounting business
All plans include a 7-day free trial. No credit card required.
Starter
Solo operators & small teams
- Up to 3 users (1 owner + 2 techs)
- Up to 100 clients
- 1 GB storage
- Unlimited work orders & invoices
- Client portal
- Scheduling calendar
- Reports & analytics
- Review requests
- Voice AI receptionist (usage-based)
Professional
Growing service businesses
- Up to 10 users
- Up to 500 clients
- 3 branch locations
- 5 GB storage
- Everything in Starter
- AI email & SMS drafts
- GMB rank tracking
- Voice AI receptionist (usage-based)
Business
Multi-location operations
- Up to 30 users
- Up to 1,000 clients
- 10 branch locations
- 20 GB storage
- Everything in Professional
- Priority support
- Voice AI receptionist (usage-based)
SMS, email, AI, and voice are billed pay-as-you-go. See full pricing breakdown →
Accounting CRM questions
Ready to run your accounting business from one place?
Join service businesses that book more jobs, get paid faster, and grow their reputation with Smarfle.
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