Client Management for
Regulated Professional Firms
Clients, requests, deadlines, and files — organized in one simple workspace.
Trusted by Growing Professional Firms.
“Before ClientBase, everything was everywhere — emails, spreadsheets, people’s heads. We were constantly asking, ‘wait, who’s doing this?’ Now we just check ClientBase. It’s made our days a lot less stressful.”
“We used WhatsApp because it was quick, but things kept getting buried once work picked up. It honestly felt messy. With ClientBase, everything’s in one place and we’re not scrambling anymore.”
Less Chaos. More Control.
Work lives everywhere
- Requests in chats
- Deadlines in heads
- Files in inboxes
- No single owner
Work lives in ClientBase
- One request hub
- Clear owners + status
- Files attached to work
- Instant visibility
Everything your firm needs to stay organised, accountable, and in control.
Client Database
Centralise all client and entity information in one secure workspace. Give your team a single source of truth for every client relationship.
Requests
Capture every client request and track it from start to completion. Every task is tied back to a client, owner, and deadline.
Deadlines
Track statutory filings, deliverables, and recurring obligations with clear visibility into what’s due, overdue, or at risk.
Team Visibility
Clear view of your team’s workload. Know who is busy, who has capacity, and where follow-ups are needed.
Documents
Store and access documents directly within each client and request — so your team always knows where the latest version lives.
Insights
Better visibility into how your firm operates. Understand workload, bottlenecks, and where time is being spent.
Flat Pricing.
One flat monthly price gives your whole firm unrestricted access today and as you grow.
FAQ
Common questions from accounting, corporate secretarial, and compliance firms evaluating ClientBase.