You write the proposal in a word processor, chase the signed engagement letter through three emails, invoice in one tool, track time in another, and wait for checks to arrive in the mail. Every new client means setting it all up again.
Clientary brings it together: proposals, engagement letters signed online, monthly retainers, time tracking, a client portal, and card and ACH payments in one place. Your monthly fees bill themselves.
Whether you're a solo bookkeeper with twenty clients or a small firm with a team, the path is the same: proposal, engagement letter, monthly fee, the work, payment.
Monthly bookkeeping on a fixed fee, with catch-up and cleanup work tracked and billed by the hour.
Engagement letters signed before tax season, and invoices that get paid online when the return is ready.
Proposals with service tiers, engagement letters, and retainers for every client, in one place for the whole team.
Monthly advisory retainers, with the hours behind each one tracked so you know what every client really takes.
Recurring monthly invoices for payroll services, paid by card or ACH without chasing a check.
Project proposals for planning and advisory work, signed online and billed by milestone or by the hour.
Send a proposal with good, better, and best service packages. The client picks one and accepts online, so the monthly fee is agreed before the work starts.
Send the engagement letter as a contract for e-signature. Clients sign from any phone or computer, and the signed copy stays with the client's record.
Set up a retainer or a recurring invoice for each client's monthly fee, and it goes out on schedule without you building it each month.
Track time against the client and the service. Bill cleanup and advisory work by the hour, and see what each fixed-fee client really takes.
Clients view and pay invoices, sign documents, and download files you share in a branded client portal. Save the monthly close or a tax return as a project template with its phases and tasks, and start it for each client.
Clients pay by card or ACH bank transfer from the invoice, and payment reminders follow up on anything late. Invoices and payments sync to QuickBooks Online, so they land in the books.
Choose how hours appear on invoices: one layout for every invoice, or a pick each time you bill. On projects with phases, hours group under each phase, except in the one-line layout.
Every entry with who did the work, for legal and audit-style bills.
Each time entry as its own line, without names.
One line per team member and rate.
People who share a title, like Senior Engineer, roll up into one line.
One line per task, ideal for deliverables or disciplines.
A daily summary, common for deposition and expert witness work.
One line for each billing rate on the project.
All the hourly work as a single line, for clients who want the total.
Common questions from bookkeepers, tax preparers, and accounting firms evaluating Clientary.
Most small firms piece it together: a word processor for proposals, email for engagement letters, one tool for invoices, another for time, and paper checks in the mail. Clientary puts proposals, engagement letters signed online, monthly retainers, time tracking, a client portal, and card and ACH payments in one place, and QuickBooks Online keeps the books.
Yes. Send the engagement letter for e-signature, and the client signs from any phone or computer. The signed copy stays with the client's record, and the client can find it again in their portal along with your proposals and invoices.
Set up a retainer for the monthly fee in your proposal, and Clientary invoices it automatically each month. Clients can pay by card or ACH bank transfer from the invoice, and reminders follow up on anything unpaid.
Yes. Track time against the client and the service, such as catch-up bookkeeping or advisory calls, then bill that work hourly on its own invoice or alongside the monthly retainer. The time you track for fixed-fee work shows what each client really takes.
Yes. Invoices, payments, and clients sync to QuickBooks Online, so what you bill lands in the books without being entered twice.
Yes. 14 days, no credit card required. That's enough time to send a real proposal and engagement letter, set up a monthly retainer, and see the client's side of the portal.
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