Legal and Professional Services
Software for Accountants and Bookkeepers
Practice management for accountants and bookkeepers handling many clients on a recurring monthly cycle.
Bookkeeping practices run the same monthly cycle across many clients, and the work moves only as fast as documents arrive. LegalPrime keeps a record per client with its engagement, puts each month's due dates on a shared calendar, assigns the work to staff with status, files the documents against the client, and bills the recurring fee with collections tracked against it.
What gets in the way
- The same monthly cycle repeats across many clients, each at a different stage
- Documents arrive late and incomplete, compressing the work window
- Work status across the client portfolio is not visible
- Recurring fees are billed inconsistently
- Staff attendance and payroll are run separately from the practice
What the software handles
- Client records with the engagement and its monthly cycle
- Due dates on a shared calendar with reminders
- Tasks assigned to staff with owners and status
- Documents filed against the client
- Recurring fee billing with collection tracking
What changes
- Portfolio status visible at a glance rather than by asking
- Recurring fees billed on time
- Staff, payroll and practice finance in the same system as the client work
Software for your accountants and bookkeepers business
Start from a ready product or have one built around how you work.