BUILT FOR CSPS, ACCOUNTANTS & LAW FIRMS

Manage every client and requests in one place.

ClientBase Platform replaces scattered spreadsheets and inbox chaos with a single workspace for client records, requests, and workflows — so nothing falls through the cracks.

Free for 3 months · Then locked at $199/month for life · No credit card required
All your tools in One place
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A Single Source of Truth

All your client information stays in one accurate and organized system. Your team can access records, contacts, and real-time updates in seconds without switching between apps. Every action is recorded, giving leadership full visibility and eliminating confusion or duplicated work.

Never Miss A Deadline

Give your team one place to stay on top of every client request. ClientBase keeps all your records, updates, and task details organised so your firm always knows what needs attention. With clear tracking and audit logs, you stay in control and ahead of every deadline.

Your Whole Firm,

Working in Sync

ClientBase gives you total visibility across your team’s workload, so you stay in control without chasing updates. See what is in progress, delayed, or ready for review in a single glance. Clear visibility leads to smarter planning, smoother operations, and consistently stronger performance.

V2 Launch Pricing

One flat fee. Unlimited users, clients & requests.

$199

per month

Get a single shared workspace for your entire firm — all features access,

all in one place, without per-seat pricing.

No credit card required

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