Desk FT
A branded client portal where bookkeepers request documents by checklist, message clients and send invoices.
Details
- What it does
- Documents and e-signature, Practice management
- Who it’s for
- Accountants and bookkeepers, Freelancers
- Pricing
- Free plan, Subscription
$10 to $49 - Works on
- Web, iPhone and iPad, Android
Similar software
- Liscio
A client portal for accounting firms to collect documents, send tax organizers and deliver returns for signature.
Subscription · Documents and e-signature · Accountants and bookkeepers
- Pipefile
A secure portal that requests files from clients, sends automatic reminders and syncs what comes back to your drive.
Since 2019
Free trial · Documents and e-signature
- Client Hub
Turns client emails and messages into tracked tasks so accounting firms can chase info and close the month faster.
Free trial · Practice management · Accountants and bookkeepers
- MyFirmsApp
A branded mobile app accounting firms give their clients for messages, reminders and sending receipts and documents.
Practice management · Accountants and bookkeepers