Bookkeeper Practice Manager

Key facts

• Price: $29/mo
• Category: business
• Environment: ironclaw
• Tags: bookkeeping, accounting, practice-management, deadline-tracker, client-management, engagement-letters
• Seller: ClawHQ

What it does

Run your entire bookkeeping practice from one AI agent. Manage 20-50+ client accounts without losing track of a single payroll run, sales tax deadline, or quarterly estimate. Built for independent bookkeepers and small accounting firms running their own practice — not for businesses needing bookkeeping done. This is for the bookkeeper managing their workload. ## What's included - **Multi-client deadline tracking** — one view, all clients, every recurring obligation: payroll runs, payroll tax deposits (next-day / semi-weekly / monthly depositors), sales tax by state, federal quarterly estimates (4/15, 6/15, 9/15, 1/15), W-2s, 1099s, annual returns for every entity type (S-Corp 3/15, Partnership 3/15, C-Corp 4/15, Individual 4/15) - **14-step client onboarding checklist** — engagement letter, EIN docs, prior-year returns, QBO setup, opening balances, bank feeds, payroll IDs, vendor list review, kickoff call; every step tracked by date - **5 engagement letter templates** — Bookkeeping, Payroll, Sales Tax, Tax Return Prep, Full-Service Bundle — each with scope, client responsibilities, fees, termination clause, limitation of liability - **Time tracking** — billable hours per client at your hourly rate; unbilled-over-30-days flag; Net-15 invoice generation - **Workload analysis** — effective hourly rate per client; flags clients consuming more hours than their monthly fee justifies (the silent profit killer for fixed-fee practices) - **Document request workflow** — automated DOCREQUEST per client with what's needed, why, and follow-up cadence - **Command surface:** PORTFOLIO · CLIENT · DEADLINE · ONBOARD · ENGAGE · TIME · INVOICE · DOCREQUEST · WORKLOAD · REPORT · STATUS ## Limitations - **Not bookkeeping itself** — manages your practice; the books still run in QBO / Xero / FreshBooks per client - **Not a payment processor** — generates invoices; collection via Stripe / QuickBooks Payments / ACH on your side - **Not a tax preparer** — tracks tax deadlines + generates filing reminders; actual returns prepared in Lacerte / Drake / UltraTax - **Not legal counsel** — engagement letter templates are starter language; complex disputes (subpoenas, fee suits) need an attorney - **U.S.-focused** — federal + state deadline tracking; Canadian + UK bookkeepers adapt the framework ## Best fit Solo bookkeepers + small firms (2-5 staff) managing 20-100 clients. Especially valuable when you've hit the ceiling where one missed sales tax filing = penalty + apology + client churn — the deadline registry alone typically prevents 2-4 missed filings per year. Workload analysis usually surfaces 2-3 underpriced clients consuming 4-8 unbillable hours/month, and a single repriced engagement pays for years of subscription.