Client management for bookkeepers
Bookkeeping is deadline work: month-end closes, filing dates, payroll runs, and the endless chase for client documents. Miss one and it is not a small mistake, it is a penalty with your name on it. ClientPlot keeps every client and every date on one screen, with follow-up dates for document requests. This page covers how bookkeepers run their month in it.
Month-end across every client, on one screen
Each client's close gets tasks with due dates, and the Today view shows exactly where the month stands: which closes are done, which are waiting, and which are about to be late. No more mental spreadsheet of thirty deadlines.
Chase documents without composing chase emails
The bank statement that never arrives is the bottleneck of the profession. Set a follow-up when you request documents and it shows up when it is time to nudge again, so the chase is a system instead of a memory.
A clean record per client
Every client page holds their tasks, notes, and files: engagement letters, prior filings, the note about their weird payroll schedule. When they call with a question, the context is one click away.
Your data stays confidential
Client financial relationships are sensitive. ClientPlot never sells your data, never runs ads against it, and never uses it to train AI. Export everything as CSV or JSON whenever you want, because it is yours.
What you get
- ✓Deadline dashboard across every client
- ✓Follow-up dates for document requests
- ✓Per-client pages with notes and files
- ✓Calendar view of filing dates and closes
- ✓No AI, no ads, no data selling, full export
Start with the spreadsheet you already have
Turn existing rows into connected client work
Upload an Excel or CSV file, review the suggested mapping, and turn its rows into connected clients, projects, tasks, follow-ups, and due dates where those columns exist. Nothing is saved until you confirm the preview.
- 1
Upload
Bring the tracker your business already uses.
- 2
Review
Confirm the columns and edit rows before import.
- 3
Work
Open connected client records instead of filtering tabs.
Frequently asked questions
Can I set up recurring monthly tasks?
Give monthly work due dates per client and the dashboard resurfaces them as they come due. The calendar shows the month's closes and filings in one view.
Is client data secure?
Data is stored in Google's Firebase infrastructure over encrypted connections, access is restricted by security rules, and we never sell it or use it for AI. You can export or delete everything anytime.
Does it do the actual bookkeeping?
No. It manages the work around the books: deadlines, document chasing, client history. It pairs with QuickBooks, Xero, or whatever ledger you already use.
Never miss a close or a filing date
Every client deadline on one dashboard. Free to start.