For UK accountancy practices

See your whole practice’s workload. Without chasing anyone.

Forward client emails to your practice’s Clientkeep address, capture requests with the beta Teams bot, and log calls or WhatsApp in seconds. The work lands in one place, so you can see who needs what, by when, and who owns it.

Clientkeep workboard dashboard showing assigned tasks, team workload and AI-assisted request details

Built for the way UK practices actually work

You’ve got hundreds of clients and a handful of staff. Requests fly in from every direction. The manager spends the day asking “where are we with Client X?”; the owner only finds out about a missed accounts filing when it’s already a problem.

Clientkeep turns that noise into a clear, shared picture of the work, reducing the time spent chasing updates without changing how your team already communicates.

Bring requests into one view
Forward email, capture a request with the beta Teams bot, or log a call or WhatsApp message manually. Each item reaches the shared Work Inbox.
The urgent stuff rises to the top
Clientkeep suggests the client, urgency and next step for captured requests, ready for your team to review and assign.
Spot growing workloads earlier
Compare assigned work and task status across the team, so you can spot growing workloads and work that has stopped moving.

Founding Practice Programme

Start with one workflow. We’ll help you make it stick.

For our first five suitable UK accountancy practices, Shamshad and the Clientkeep team will personally map one incoming-work workflow, help configure Clientkeep, onboard a small initial team and review the results after 30 days.

Guided onboarding is included; standard subscription pricing applies after the 14-day free trial.