For CPA & accounting firms
Add AR support.
Keep your client relationship.
Get help with your firm’s own receivables or offer dedicated AR support to the business clients you already serve.
Client-facing communication can follow your firm’s approved branding and tone, with responsibilities and access agreed at onboarding.
Discuss support for your firm ↗
Support that fits your practice
Your firm’s receivables
Organize billing, reconcile customer balances and bring consistency to follow-up.
Your business clients’ AR
Delegate agreed receivables tasks while your team oversees the broader accounting relationship.
A documented handoff
Receive aging updates, payment status, unresolved questions and proposed adjustments for review.