Client records
Individual and business clients with Contact Details, relationships, groups, prospects, and CSV import.
Practice
managementfor accounting firms
Client records, encrypted credentials, assignments, calendar, and documents — one firm workspace for CPAs and boutique practices.
Popular:
Access is by firm invitation — ask your firm administrator if you need a workspace.
Powerful featuresfor accounting firms
Explore the tools that make client work and firm operations efficient.
Credential vault
Encrypted SSN, EIN, and IRS passwords, plus labeled vault entries with role-based reveal and activity logging.
Work and calendar
Assignments, task lists with monthly schedules, and month or week calendar views tied to due dates.
Documents and team
Versioned documents with an audit timeline. Invite teammates and assign owner, admin, manager, member, or viewer roles.
Get started quicklyin just 3 simple steps
A clear path from invitation to working inside your firm workspace.
See the firm workspaceclients and operations
Toggle between Contact Details and day-to-day work — same firm, two surfaces.
Clients
Contact Details at the center
General info, additional fields, relationships, scope, and documents live on the client record your firm already expects.
- Individual and business client records
- Contact Details tabs in one place
- Related parties, relationships, and groups
- Prospects you can promote or demote
Have a question?We are here to help
Get answers to the questions firms ask before and after signing in.
Firms can request access from the landing page. After approval, the firm owner receives an invitation email. Teammates join through invitations from a firm administrator.
After you claim your invitation, sign in at the Sign in page using Firebase Auth for the GrowBond Finance project.
Use Forgot password on the sign-in page. You will receive a reset email and can set a new password with the link provided.
You can request access for your firm from the landing page. Workspaces are provisioned after review; teammates then join through invitations from a firm administrator.
Ready to explore yourfirm workspace?
Request access for your firm, or sign in if you already have an account. Invited teammates can use the email link from their firm administrator.