For Bookkeeping & Accounting Firms
Run Every Client Engagement Without the Spreadsheet Chaos
Clientish gives bookkeeping firms one place to intake client documents, share financial reports, track approvals, and bill clients — no more scattered spreadsheets and buried receipts in email.
Form Builder
Build the Order Form Your Accounting Workflow Needs
Drag in a Spreadsheet field to collect an entire expense list in one submission, add Service Select and File Upload for financial documents, and hook up payment — no code required.
Order Links
Sell Every Package Right From Your Own Site
Generate a unique order link for each service package and drop it straight into your website’s pricing table — clients click, pay, and their engagement lands in your queue automatically.
Bulk Client Onboarding
Onboard a Client’s Entire Expense List in One Form
Instead of a back-and-forth over email, send clients an order form with a built-in spreadsheet block — they drop in every expense, category, and amount in one sitting, and it lands directly in your order queue.
Document Intake
Collect Complete Financial Records Before Work Even Starts
Send clients a structured order form with file upload, service selection, and bank statement fields — every engagement starts with the records and access your accountants actually need.
Revision Workflow
Track Every Ledger From Draft to Client Approval
Every engagement moves through custom statuses your firm defines — In Progress, In Review, Revisions, Approved — with an accountant assigned and revision rounds tracked automatically.
Document Management
Keep Every Statement Organized by Engagement
Bank statements, financial reports, and client receipts all live attached to the right order — searchable by type and upload date, so nothing gets buried in a shared drive.
Billing Built In
Get Paid Per Project or on Retainer
Charge fixed project fees or set up a monthly bookkeeping retainer with recurring invoices — clients pay directly through the form or their client portal.
Built For
Every Kind of Accounting Firm
Small Business Bookkeeping
Manage monthly reconciliation and reporting end to end
Tax Preparation Firms
Track filings from document intake through final submission
Payroll Service Teams
Coordinate payroll runs and filings across clients at scale
Freelance Bookkeeper Collectives
Bring on contractors with limited, role-based access
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“Client statements and revision notes used to live in five different email threads. Now every ledger, comment, and approval sits in one order — our accountants know exactly what’s next, and clients can see progress without asking.”
Stop Managing Client Books in Your Inbox
Build your first project order in minutes and start onboarding clients the same day.
Free 14-day trial · No credit card required