The all-in-one client management system for accounting & bookkeeping firms
Stop juggling spreadsheets, email threads, and 6 different tools. ClientFlow gives your firm one system for leads, clients, documents, invoicing, and client communication — fully managed and set up for you.
Hosted on Australian servers · Used by Profit Cloud · Connects to Xero, QuickBooks, XPM
Sound familiar?
The way most firms manage clients today wasn't designed — it just happened.
Client info scattered across 8 different tools
Manual follow-ups falling through the cracks
No professional portal for your clients to log into
One platform. Six pillars.
Everything an accounting or bookkeeping firm runs on, in one place.
Lead Pipeline & Kanban
Track every lead from first touch to signed engagement.
Client Portal (your branding)
A logged-in space for clients to upload, sign and chat.
Documents & e-Signatures
Send, sign and store engagement letters in one place.
Invoicing synced with Xero
Raise invoices in ClientFlow, sync straight to Xero.
Automated Email Nurture
Pre-built sequences for leads, onboarding and reviews.
AI Voice Agent (optional)
Olivia answers calls, books meetings and qualifies leads.
How it works
From discovery call to go-live in under two weeks.
Book a 30-min discovery call
We learn your firm's workflow and confirm fit — no pressure.
We set up your branded instance
3–5 days. Your logo, colours, domain and team accounts.
We migrate clients & connect integrations
Xero, QuickBooks, XPM, Meta Lead Ads — done for you.
You go live with 60-min training
Recorded session for your team. Ongoing support included.
Why ClientFlow
A quick honest comparison.
From USD $99/mo + one-off setup
Transparent pricing, no long-term contracts, AU hosting included.
See full pricingProfit Cloud uses ClientFlow to manage 100+ clients.