A complete tour of what ships with every ClientFlow instance.
Capture every enquiry — from website forms, Meta Lead Ads, referrals or manual entry — into a single Kanban board. Drag leads across stages (New → Qualified → Proposal → Won), assign owners, set follow-up reminders, and auto-trigger nurture emails. Built-in scoring helps your team focus on the leads most likely to convert, while activity history keeps every call, email and note attached to the contact. No more lost-in-inbox prospects.
Give your clients a branded, password-protected space to log in, upload tax docs, sign engagement letters, view invoices and message your team. The portal carries your firm's logo, colours and domain — clients never see the word ClientFlow. Document upload requests are tracked so you know exactly who has and hasn't sent what, and reminders go out automatically. Professional, secure, and finally fit for a modern accounting firm.
Send engagement letters, proposals and tax declarations for legally-binding electronic signature in seconds. Use reusable templates with merge fields so every document is personalised without copy-paste. Track who's opened, who's signed, and who needs a nudge — automatic reminders go out on a schedule you control. Signed documents are stored against the client record and exportable any time. AES-256 encrypted, audit-trailed, ESIGN-compliant.
Raise invoices in ClientFlow with your firm's branding, then push them straight to Xero or QuickBooks. Take card payments through integrated Stripe or send a Pay Now link to the client portal. Recurring billing for monthly retainers is one-click — no spreadsheets, no manual chasing. Late-payment reminders, payment reconciliation and reporting all happen in the background, freeing your team from the worst part of running a firm.
A built-in template editor so your team sends consistent, on-brand emails every time — onboarding sequences, document chase-ups, BAS reminders, end-of-year wrap-ups, win-back campaigns. Trigger sequences on stage changes, dates, or client actions. Personalise with merge fields. Deliverability is handled via Resend on your own sending domain so messages land in inboxes, not spam folders.
Olivia, your optional AI voice agent, answers your firm's phone after hours and during overflow. She qualifies callers, books discovery calls into your calendar, takes messages, and logs everything to the client record. Inside the app, the AI assistant drafts replies, summarises long email threads, and surfaces clients you haven't touched in 90 days. Ethical guardrails and a full transcript log keep you in control.
Native two-way sync with Xero, QuickBooks Online and Xero Practice Manager so client and invoice data stay in lockstep. Pull leads automatically from Meta (Facebook & Instagram) Lead Ads and Wix forms. Send transactional and marketing email via Resend. Power voice with ElevenLabs. More integrations (MYOB, HubSpot, Calendly) are on the roadmap and shipped on request for Firm-tier clients.
Every instance is yours. Upload your logo, set your primary colour, point your own subdomain (clients.yourfirm.com.au) and remove the ClientFlow badge entirely on the Firm tier. Client-facing emails come from your sending domain. The portal, invoices, signed documents and the AI voice agent all wear your brand — clients see your firm, not ours. Multi-firm setups (for groups or franchises) supported.
Role-based access control means partners, managers, accountants and admin staff each see only what they should. Row-level security in the database enforces it at the data layer — not just the UI. SSO is available for Firm tier. Audit logs capture every sensitive action. Data is encrypted at rest (AES-256) and in transit (TLS 1.2+). Hosted in the Sydney region. SOC 2-aligned controls. You own your data; export to CSV/JSON anytime.
We'll walk through a sandbox instance with your real workflow.