Question: Can you recommend a platform that helps accounting firms manage client relationships, automate tasks, and track projects in one place?

For an all-in-one platform for managing client relationships, automating tasks and tracking projects, check out Karbon. This collaborative practice management platform is built for accounting firms and includes tools for client management, workflow automation, project management, team collaboration and business analytics. Integrations with apps like Zapier, Xero and QuickBooks Online can help you save time and get more done, making it a good choice for accounting firms of any size.

Another serious contender is Intapp, an AI-powered software package that helps several types of professional services, including accounting. Intapp has tools like DealCloud for relationship management, Compliance for onboarding and monitoring clients, and Time for automating timekeeping. Its AI abilities include document generation, AI-driven suggestions and email data capture, which can help you grow faster and work more efficiently.

Botkeeper is an automated accounting service that uses machine learning to automate bookkeeping work, reducing errors and improving client service. With tools like SOC2 Type 2 compliance and bank-level security, Botkeeper lets accounting firms free up resources for high-value work, making it a good option for those who want to automate as much of their accounting as possible.

For automated bookkeeping and financial insights, Digits offers a variety of AI-powered services like full-service bookkeeping, fast monthly closes and live financial dashboards. With strong security and easy-to-understand reports, Digits is geared for startups and accounting firms that want to scale their business without sacrificing security.