The aCo App for CPAs & Accountants
Client season runs all year. Keep every client, deadline and document request in one system.
A practice juggles hundreds of client relationships, seasonal crunches, intake paperwork and billable time — and the details live in email threads, portals and whoever remembers.
The aCo App gives the practice one workspace: clients as a CRM, work as projects, and every client’s personal and business information together in one record.
How each feature helps
Contacts & Companies — CRM
Each client is a contact; their business is the company record attached to it. Personal and business info in one place — exactly how clients actually arrive.
Projects & Tasks
Returns, bookkeeping engagements and advisory work run as projects with phases and owners — tax season becomes a pipeline you can see, not a pile you fear.
Codeless Forms
Intake forms and document checklists you build yourself. Responses are collected in the app — and can create the client’s contact record from the start.
Contracts
Engagement letters are dynamic contracts, signed right in the app and kept with the client record — scope agreed before the work begins.
Timesheets
Billable time logged against the client and the engagement as the work happens, so billing and realization stop depending on reconstructed Fridays.
Password Vault
Client portal and account logins kept in the vault, with permissions — instead of a spreadsheet named “passwords FINAL.”
Clients, engagements, intake, signatures and time — one system the whole practice can run on.
Get started with the aCo App
Create your free account, log in to your workspace, or find answers in the support knowledge base.