Finally know what everyone's working on.
One place to capture requests from Teams, email, and calls — then see exactly where everything stands across your practice.
Practice Showcase
Your practice at a glance.
You see who's stretched and where work is stuck — before anyone has to tell you.
Core features
Built around how your practice actually runs.
Stop chasing work across Teams, Outlook, and spreadsheets. Clientkeep centralises every request into a single Work Inbox, so nothing slips through the cracks.
See who is overloaded before it becomes a crisis. Real-time visibility into staff capacity and bottlenecks means you can redistribute work before deadlines are missed.
See every accounts filing and confirmation statement deadline in one timeline, grouped by month with task progress at a glance. Filter by label, spot what is overdue, and never miss a Companies House date.
More
Built for UK accountancy, not generic CRM.
From Companies House integration to personalised work views, Clientkeep understands how your practice actually operates.
Never worry about out-of-date information. Clientkeep syncs directly with Companies House to keep deadlines, filing status, and company details automatically updated.
Every team member gets a personalised, prioritised view of their tasks — grouped by urgency and due date. No more asking "what should I work on next?".
