AccFlow is your all-in-one platform for accountants. Streamline client workflows, automate critical deadlines, and discover a consistent stream of new business opportunities.
Stop waiting for referrals. AccFlow proactively identifies businesses in your area that need accounting services right now, based on Companies House data. Filter by upcoming deadlines, location, and more to find your perfect next client.
Our intelligent system automatically excludes your existing AccFlow clients, so you can focus on new opportunities with confidence.
Start Finding LeadsAccFlow provides a robust suite of tools designed to streamline every aspect of client interaction and task management, freeing you up to focus on high-value services.
Manage all client information, communication logs, documents, and key dates in one secure, easily accessible place. Say goodbye to scattered spreadsheets.
Never miss a Companies House or HMRC deadline. AccFlow automatically tracks key dates and can send timely reminders to you and your clients.
Effortlessly request and receive documents through a branded, secure portal. Your clients will love the simplicity, you'll love the organization.
Visualize your team's workload, assign tasks, track progress through customizable workflow stages, and automate routine communications.
Clearly define and track services for each client. Easily manage engagement letters and monitor the scope of your work. (Coming Soon)
Log emails, notes, and schedule follow-ups directly within the client record. Maintain a complete history of all interactions.
AccFlow is packed with additional features to help your practice thrive, from AI assistance to insightful analytics.
Set up automated email sequences for reminders, information requests, or onboarding. Save hours while maintaining a personal touch.
Spend less time chasing paperwork. Our AI analyzes client documents upon upload, intelligently identifying missing information or potential issues, ensuring you have everything you need, faster.
Gain a clearer view of your practice's performance, client engagement, revenue trends, and upcoming workload to make informed business decisions.
Our expert team is here to help you get the most out of AccFlow, from initial setup to ongoing support and training.
Protect sensitive client data with robust security measures, regular backups, and compliance with industry best practices.
Connect AccFlow with your favorite accounting software and other tools to create a truly unified practice ecosystem.
Join hundreds of forward-thinking accountants who are saving time, reducing stress, and growing their firms with AccFlow.