For accountants and bookkeepers
You are not behind on the work
Most of your blocked work is not yours
Firms report spending around nine hours a week on client correspondence, and most of it is asking again. Practice software mostly organises the half of the problem already inside your office — the half that delays a filing sits with the client.
Monthly bookkeeping · March
12 clients
7 of 12 are not waiting on you.
They are waiting on somebody to send a bank statement.
What that does to a practice
Everything compresses into the last fortnight
Documents arrive late, so preparation, review and filing all land in the same two weeks. The work was never the hard part — the queueing was.
Each client is small, and there are a great many of them
A hundred-dollar monthly retainer does not justify much administration, and forty of them justify none at all. The economics only work if the running of it is nearly free.
Forty small retainers only work if running them costs nothing.
Not the work — the running. Raising the invoices, chasing the unpaid ones, reminding everyone of a filing date, finding a document from last year. At forty clients that administration is the whole margin, and it is exactly the part a machine should be doing.
What changes
Every retainer invoices itself, however many there are
Forty small monthly fees go out on their dates without anyone raising them. Reminders follow the unpaid ones on a schedule you set once, and a late fee applies if you want one. The administration stops scaling with the number of clients, which is the only way small retainers make sense.
Filing dates remind everyone without you remembering
Set a recurring reminder against the service — monthly, quarterly or yearly, in your own timezone — and it reaches every client on that service. VAT dates, payroll cut-offs, annual returns. It goes out on the date whether or not it crossed your mind that week.
Last year's return is somewhere they can find it
Published work sits in the client's portal with its history. When somebody asks for a filing from eighteen months ago, they can look it up rather than emailing you and waiting — which is a real portion of those nine hours a week that go on client correspondence.
Sensitive things live somewhere sensible
Logins, portal credentials and tax references go in the vault rather than in a thread. Access is recorded, so you know who opened what.
What it costs
Ten dollars a month on your own, nineteen with a small team, and the pricing page converts that to your own currency. A free plan with one client runs indefinitely, so you can put a real client through a full month before deciding.
Clients pay by card, bank transfer or mobile money, into your own payment account. We never touch your money and take no cut of it.
See whether it fits
Two minutes of questions, and an honest answer about whether Packaged suits how you work — including when it does not. No card needed.