Finally know what everyone's working on.
Forward client email, capture requests with the beta Teams bot, or log a call, then see who owns the work and how it is progressing across your practice.
Practice Showcase
Your practice at a glance.
Compare assigned work and status across the team to spot growing workloads and work that has stopped moving.
Core features
Built around how your practice actually runs.
Forward client emails to your practice’s Clientkeep address, capture requests with the beta Teams bot, or log calls manually. Each item reaches one Work Inbox for review and assignment.
Compare assigned work and task status across the team. The shared view helps managers spot growing workloads and work that has stopped moving.
See synced accounts filing and confirmation statement dates in one monthly timeline, with task progress and overdue work visible alongside each client.
More
Built for UK accountancy, not generic CRM.
From Companies House integration to personalised work views, Clientkeep is built around how your practice actually operates.
Clientkeep syncs Companies House filing dates, filing status and company details on a schedule, so the practice can review them alongside its work.
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?".
