Free Client Management Template for Accountants
Track tax season deadlines, document requests, filing statuses, and year-end reviews across your entire accounting client list.
What this template includes
You get a working app with these features built in. Refine anything later by chatting with Appaca.
- Client engagements with tax filing deadlines
- Document request checklists per engagement
- Tax-season pipeline board by deadline
- Year-end review reminder scheduling
The prompt that builds this app
Copy and paste this into Appaca, or click the button to send it now. You can edit it before submitting.
Build an accounting client management app with clients (name, entity type: individual/LLC/S-corp/C-corp, tax year end, assigned CPA, status), engagements per client (service type: tax prep/bookkeeping/audit/advisory, due date, status: not-started/in-progress/filed/complete), a document request checklist per engagement (W-2s, 1099s, bank statements - with received/outstanding status), and a tax-season pipeline board sorted by filing deadline.
Want to go deeper on client management software?
Client management software keeps contacts, projects, and communications in one place. Appaca builds the client tool around the way your service or agency runs each engagement.
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ViewQuestions & answers
Yes. You can build the template app inside Appaca for free. The free plan includes 100 AI credits per month. If you outgrow the free tier you can upgrade at any time.
No. The template is a prompt that Appaca turns into a working app for you. You can refine fields, views, and rules by simply chatting with the AI in plain English.
Yes. After Appaca builds the app, you can keep refining it through chat - add fields, change the layout, connect new data, or adjust workflows whenever your needs change.