Practice Management Software for Accountants: Running an Accounting Practice’s Client Lifecycle in One Workspace
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Quick answerHow Accounting and Bookkeeping Practices Usually Work TodayWhere the Gaps Show UpHow It Works on CrittiksWhat Crittiks Doesn’t DoWho This FitsWhere Crittiks Fits, and Where It Doesn’tTest It Against Your Own WorkRelated ReadingFrequently Asked QuestionsThe books live in Xero or QuickBooks, and that’s right. The client relationship around those books, from the first enquiry to the engagement letter to the monthly invoice, tends to live everywhere else.
Explore the plans: see Crittiks pricing or try the savings calculator on the pricing page.
How Accounting and Bookkeeping Practices Usually Work Today
Enquiries arrive by email or a web form and are logged in a spreadsheet. The engagement letter is a Word document, emailed, printed or signed in a separate tool. Onboarding checklists are in someone’s head. Billing is raised from a practice tool or by hand, and client details are re-entered each time.
Where the Gaps Show Up
- Onboarding is inconsistent. Each new client gets a slightly different process.
- Engagement letters go astray. Unsigned letters sit in inboxes while work starts anyway.
- Data is entered more than once. Names, ABNs and contact details are typed into several systems.
How It Works on Crittiks
The client lifecycle runs on one record:
- Enquiry to pipeline: each prospective client enters a pipeline with stages such as enquiry, quote, engagement letter and onboarding.
- Engagement letter: sent for e-signature from the record, with a full audit trail.
- Onboarding: tasks for collecting documents and access run as a project for that client.
- Ongoing work: recurring tasks in Projects keep regular jobs visible.
- Invoicing: invoices sync two ways with Xero or QuickBooks, so the books stay your system of record.
- Client portal: clients see their own documents and status.
Nothing about the practice’s books moves; what changes is that the relationship around them is no longer scattered.
What Crittiks Doesn’t Do
To be clear:
- It is not an accounting system. Xero or QuickBooks remain your ledger.
- It does not prepare or lodge tax returns, BAS or financial statements.
- It does not replace specialist practice-management tools with deep job-costing and compliance workflows.
Who This Fits
Small accounting and bookkeeping practices who want a clean onboarding-to-invoice flow without another tool per step.
Where Crittiks Fits, and Where It Doesn’t
Crittiks is an operating system for small service businesses: Sales, Projects, Communications, Finance, Admin and AI on one client record, with a client portal and two-way Xero and QuickBooks sync. Pro is $99.95 a month for up to 8 seats; Platinum is $139.95 for up to 15, and annual billing saves 20%. It does not provide dispatch, inventory, payroll or a general ledger, and Crittiks Marketing has not launched. If practice management software for accountants is mainly about one of those, a specialist tool may serve you better.
Test It Against Your Own Work
Reading about practice management software for accountants only goes so far. The Crittiks 14-day trial needs a card to start but charges nothing during the trial. Use it on one live client: create the record, send a quote, attach the contract, set up the project and raise an invoice. Note every moment you reach for another tool. Those moments tell you whether a single workspace fits how you work, and what you would still keep outside it.
Related Reading
- Crittiks pricing
- Platform overview
- Who Crittiks is for
- How Veloz Marketing Runs Client Work on One Workspace
- Best-of-Breed vs All-in-One Software: An Honest Take
- Software for Security Services Businesses
Frequently Asked Questions
Does Crittiks replace Xero or QuickBooks?
No. It syncs two ways with them. Your accounting system stays your books of record.
Can engagement letters be e-signed?
Yes, from the client record, with Certificate of Completion and audit trail.
Can I track recurring work?
Yes. Recurring tasks in Projects handle regular jobs.
Does it lodge BAS or tax returns?
No.
What does it cost for a small practice?
Pro is $99.95/month for up to 8 seats, or $79.96/month billed annually.
Is there a free trial of Crittiks?
Yes. New workspaces get a 14-day trial. A card is required to start, but nothing is charged during the 14 days, and you see the exact plan and first charge date before your card is used.
Pricing note: Crittiks Pro is $99.95/month (8 seats included), Platinum is $139.95/month (15 seats included) and Diamond is $179.95/month (30 seats included); annual billing saves 20%. Enterprise is custom. Every tier includes all six suites; tiers differ by capacity (seats, mailboxes, AI credits), not features. New workspaces start with a 14-day trial (card required, nothing charged during the trial). Confirm current pricing at crittiks.com/pricing.
Crittiks pricing: Pro $99.95/mo (8 seats included), Platinum $139.95/mo (15 seats included), Diamond $179.95/mo (30 seats included), Enterprise custom; annual billing saves 20%. All six suites are included in every tier; tiers differ by capacity (seats, mailboxes, AI credits), not features. New workspaces start with a 14-day trial (card required, nothing charged during the trial). Confirm current pricing at crittiks.com/pricing.
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Run one real client through sales, projects, signing and invoicing before you decide.
