CRM for Accounting Firms

• The problem

  Half the engagements are stuck waiting on client documents, and nobody can say which half.

  In Kompot.ai

  Open each engagement as a job with a stage you define — letter sent, waiting on documents, in preparation, in review, delivered — and view them on a board or in a table. One look shows which files are held up by the client and which sit with a preparer or a reviewer.

• The problem

  The PBC list goes out by email, comes back in pieces, and nobody knows which items are still open.

  In Kompot.ai

  Keep the PBC list as tasks in the engagement's project and share the project with the client by link: they see what is outstanding and can comment on each item. Reminders go by email, SMS or WhatsApp from saved replies, and each one is logged in the client's history.

• The problem

  Fieldwork is due to start on Monday and the new client's engagement letter is still unsigned.

  In Kompot.ai

  Engagement letters are document templates with merge fields for the client, the service and the fee. Send one for e-signature to the owner and the controller together, see who has signed, and keep the PDF with its audit trail on the client's record.

• The problem

  Fiscal year-ends and extension dates differ by client and live in a spreadsheet only one manager updates.

  In Kompot.ai

  Store year-end, entity type and extension date as custom fields on the client. A scheduled workflow creates the kickoff task for the engagement team ahead of each date and sends the client the first document request, so the season starts from the calendar, not from memory.

• The problem

  The work is delivered in the rush, the invoice follows a month later, and the client disputes the extra scope.

  In Kompot.ai

  Quote the fee as an estimate from your list of services and get it approved before work starts; extra scope gets its own estimate. The approved estimate converts into an invoice with a payment link, and each stage of a long engagement is billed as its own invoice.

What you keep on record

Client profile

Entity type, fiscal year-end, extension date, services engaged and the responsible partner as custom fields on the client.

Engagements

A job per engagement with type, assigned staff, stage and files, grouped in a project with its tasks and invoices.

Request lists

Outstanding documents as tasks and subtasks with due dates, visible to the client through the shared project link.

Service catalogue

Financial statements, reviews, advisory work and monthly services as price-list items for fee quotes and invoices.

Questions owners ask

Does Kompot.ai replace our tax and accounting software?

No. It does not prepare returns, keep ledgers or run payroll; that work stays in the software you already use. Kompot.ai manages the practice around it: clients, engagement letters, document requests, deadlines, staff tasks and fee billing.

How do we see where every engagement stands during busy season?

Each engagement is a job with a stage you define, shown on a board and in a table. Every job has its assignees, and overdue tasks are listed per person, so a manager sees which preparer is overloaded and which files are waiting on clients.

Can clients see which documents they still owe us?

Yes. Share the engagement's project with the client by link. They see the request list as tasks and can comment on an item, and you mark it done when the document arrives. Reminders by email, SMS or WhatsApp are logged in the same client history.

How do we agree the fee before work starts and bill it afterward?

Send the fee as an estimate built from your service catalogue; you see whether the client approved or rejected it. The approved estimate becomes an invoice with a card payment link. Every stage of a long engagement gets an invoice of its own, and recurring services run as subscription invoices.