Complete Visibility, Practice-Wide
From compliance to internal work, capture all your practice’s tasks and see who’s working on what in a single view.
Build custom views so that you are only ever one click away from what's happening, with nothing slipping between the cracks.
Stay on Top of all your Essential Tasks
See all your priorities at a glance, plan your day's activities and tick off your to-do list within your Daily Plan as you go. Accessible from anywhere within AccountKit.
Customise your Workflow
Create custom task types, views, status flows and roles to suit your practice. Save time and ensure consistency with flexible recurring task templates including embedded work instructions.
Link your tasks
Create or link tasks from correspondence, client pages and any of the tools, so you're only ever one click away from the work being done.
Direct file access
No matter which document management system you use, you have direct access to the underlying client folder for managing the files associated with job at hand.
"I’m always singing AccountKit’s praises. With the time saved, it pays for itself."
Gilroy Barnes & Associates
Getting started with AccountKit is easy
Jump right in with a free trial and see the possibilities for yourself.
1. Sign up for a FREE 14-day trial
Create your account and add your clients.
2. Customise your AccountKit experience
Add your practice’s colours and logo to make AccountKit your own.
3. Shift your practice into high gear
See for yourself how AccountKit’s tools give you the power to perform.