📊 FLAIRE for Accounting & CPA Firms
Engagement letters, WIP visibility, document collection, billing, and the advisory pipeline in one connected platform. Practice management, marketing, and a secure client portal without bolting four systems together.
Why accounting firms outgrow their tool stack fast
Most firms run QuickBooks or Xero for the books, a tax engine, a separate practice-management tool, a document portal, a CRM nobody uses, and email for everything else. The seams between them are where engagements stall and margin leaks.
Every engagement stalls waiting on W-2s, 1099s, bank statements, fixed-asset detail, and prior-year returns. Email doesn't track who responded, and chasing clients is somebody's manual job at 9pm.
You discover the engagement was over-budget when the partner reviews the invoice. By then the realization hit is already booked, the client is annoyed, and the writedown decision happens under pressure.
Without per-staff utilization in real time, January through April becomes a fire drill. Some accountants burn out at 75 hours a week while others coast at 30 — and nobody catches it until June.
Tax and bookkeeping clients are sitting on tax-planning, CFO services, R&D credit, and entity-restructure opportunities. Without a CRM tracking the conversation, partners forget to follow up — or remember in October when it's too late.
Built for how accounting firms actually operate
Three persona-based plays. Pick the one that matches your firm — or run multiple under one tenant if you span compliance work and advisory.
Mid-Size Tax & Advisory Firm (10–50 staff)
Partner-led firm running individual returns, business returns, and advisory engagements. The wins come from engagement workflow that doesn't drop documents, real-time WIP visibility, and an advisory pipeline that actually converts.
Every active client, every prospect, and every advisory opportunity (tax planning, R&D credit, entity restructure, CFO services) in one pipeline. Aria flags clients ripe for an upsell based on K-1 changes or revenue growth.
Per-engagement WIP, billable hours by staff, realization by partner, fixed-fee vs hourly engagements. Invoice in one click with line items, retainer drawdowns, and disbursements pre-applied.
Send a document request list once. Echo chases the client with automated reminders. Clients upload securely; files land on the engagement record automatically, named and tagged.
Practice-area pages (tax, audit, advisory, R&D), partner bios, downloadable tax-prep checklists. Forms feed Nova as new-prospect leads with engagement type pre-tagged.
3/15, 4/15, 9/15, 10/15 cascading reminders to clients with outstanding docs. Engagement-stage automations push files to reviewer queues without partner micromanagement.
Deep dive into engagements, WIP, realization, billing, and the partner P&L view tailored for tax and advisory firms.
Bookkeeping / Outsourced Accounting Firm
Recurring monthly close, fixed-fee engagements, a dedicated bookkeeper per client. The play is throughput per accountant, predictable client retention, and a portal that makes the firm look professional.
Per-client close calendars — bank rec, payroll posting, accruals, AR/AP review, financial-statement review. Same checklist every month, every client, with each bookkeeper accountable per task.
Clients ask "where do I categorize this Stripe charge?" through Echo. The bookkeeper answers once, and Aria saves the answer as a playbook for that client so the next one auto-resolves.
NPS surveys after every quarterly review, a referral pipeline for happy clients, churn signals when a client stops responding for 30+ days. Save accounts before they cancel.
Bronze / Silver / Gold bookkeeping tiers with a clear feature matrix. Intake forms qualify and route the right tier to the right account manager — no sales call needed for the small ones.
Bank-feed anomalies (transactions >2σ or matching fraud patterns) auto-create Echo tasks. A new QuickBooks invoice over $25k posts a Nova alert for the partner to check.
Sole Practitioner / Small CPA (1–9 staff)
Tax-season practice with a year-round bookkeeping book of business. Marketing presence, client follow-up discipline, and a clean invoicing flow punch way above your weight without hiring.
Ranks for "{your city} tax preparer" with a gated tax-checklist download. New leads flow straight to your phone within minutes of submission.
Three pipelines (1040s, business returns, advisory). Drip sequences for organizer reminders. Nova drafts "I'm working on yours, here's what I still need" when a client goes quiet.
Flat-fee invoices for returns, retainer drawdown for bookkeeping clients, automatic payment via ACH or card. No separate QuickBooks subscription needed.
Echo's portal works on day one for secure document exchange. Pulsar's automations stay simple until you hire your second staff member — then they scale with you.
One engagement, end to end
A single tax-return engagement from first website visit to year-round nurture — running across all five products without anyone copy-pasting between systems.
Page on your Vega site ranks for "{city} small business tax planning." Visitor downloads the PDF, gives email and entity type.
Lead lands in Nova, scored by engagement type and complexity. Pulsar routes by partner specialty — S-corps to one partner, individuals to another.
Engagement letter sent via the Echo portal, e-signed in the client's browser. Triggers Atlas to open the engagement and Echo to send the document-request list.
Echo posts the document list to the client portal. Pulsar fires day-3 and day-7 reminders. Time logged in Atlas as staff start work; partner sees WIP build in real time.
Review stage triggers a partner approval task. Invoice generated with billable detail and retainer drawdown applied. Client pays via ACH from the Echo portal.
Atlas posts the cash. Echo sends an NPS survey. Nova drops the client into a year-round nurture — Q2 estimated-tax reminder, Q4 tax-planning prompt, Q1 organizer release — so next April isn't a cold start.
Go deeper on each product
Every FLAIRE product is preconfigured for accounting practices — pipelines, engagement templates, document request lists, deadline calendars, all seeded on day one.
Client pipeline, advisory opportunity tracking, partner books-of-business, NAICS tagging, and Aria flagging clients with upsell signals.
See how Nova fits →WIP, realization, fixed-fee vs hourly, retainer drawdowns, partner P&L, and per-engagement billing in one ledger.
Explore Atlas →Practice-area pages, tax-checklist landing pages, secure intake forms with engagement-type qualification baked in.
Explore Vega →Secure portal, e-signature, document request lists tied to engagement type, secure messaging, and an audit log of every file access.
Explore Echo →IRS deadline cascades, bank-feed anomaly triggers, QuickBooks Online and Xero connectors, and engagement-stage workflows.
Explore Pulsar →Five products at a discount versus buying each separately. Shared identity, shared data, shared AI — from day one.
See bundle pricing →Compliance baked in
CPA firms operate under IRS, AICPA, and state-board scrutiny. FLAIRE captures the right artifacts at the right times so peer review, IRS data-security audits, and state license renewals are routine instead of fire drills.
Encryption at rest and in transit, written information security plan template, role-based access. Audit log captures every client-file access for IRS data-security compliance.
Every signed engagement letter, scope change, and addendum stored on the engagement record. 7-year working-paper retention enforced automatically.
Per-engagement diligence checklists tied to return type (EITC, dependents, business income). Reviewer sign-off captured as a verifiable log entry.
Atlas separates client trust funds at the GL with per-state CPA trust-account rules. Three-way reconciliation and per-client sub-ledgers built in.
From engagement letter to closed invoice — one connected platform.
Configure FLAIRE for your CPA firm, bookkeeping shop, or tax practice in days, not months. 15-day trial, no credit card.
Accounting templates seeded on day one · Cancel anytime