From Tax Season to Monthly Bookkeeping — Streamlined
Stop losing hours to manual document organization and billing. AgencyPro automates secure file sharing, deadline tracking, and retainer billing so you can focus on serving clients.
Securely share tax documents, financial statements, and supporting materials with clients. Organize documents by tax year, return type, and deadline.
Automatically track time spent on tax preparation, bookkeeping, financial planning, and client consultations. Know exactly where your hours go.
Set up deadline reminders for tax filings, estimated payments, and compliance requirements. Clients receive automated notifications for upcoming deadlines.
Set up recurring monthly invoices for bookkeeping retainers. Track hours against retainer allocation and bill for overages automatically.
Exchange sensitive financial documents securely through encrypted client portals. Maintain compliance with data protection requirements.
Keep all accounting discussions, document requests, and financial questions in one organized place. Reduce email chaos during tax season.
Streamline Your Accounting Firm Workflow
Discover how automated document organization, deadline tracking, and retainer billing help accounting firms manage tax season efficiently and maintain profitable bookkeeping services.
Client Onboarding & Document Collection
Set up new accounting clients with secure portals, establish service agreements, and collect initial financial documents and tax information
Track Service Hours
Automatically track time spent on tax preparation, bookkeeping, financial planning, and client meetings throughout the engagement
Share Documents & Reports Securely
Deliver tax returns, financial statements, and reports through secure client portals. Organize documents by tax year and service type
Bill Retainers & Track Deadlines
Automatically invoice monthly bookkeeping retainers, track hours against allocation, and set deadline reminders for tax filings
Accounting Firms Saving 50% Less Time on Document Organization
Progressive accounting firms are automating retainer billing, improving deadline compliance, and reducing admin overhead by organizing all client communication and documents in one place.
Track Tax vs. Bookkeeping Hours Separately
Separate time spent on tax preparation from monthly bookkeeping and financial planning. Understand profitability by service type.
Automate Monthly Bookkeeping Retainer Billing
Set up recurring invoices for bookkeeping retainers and automatically bill for overage hours. Reduce manual billing by 90%.
Organize Tax Documents by Year
Maintain organized document libraries by tax year and return type. Clients can access all their tax documents in one secure location.
Never Miss a Tax Deadline
Set up deadline reminders for tax filings, estimated payments, and compliance requirements. Clients receive automated notifications.
Reduce Tax Season Email Chaos
Centralize all tax season communication, document requests, and questions in organized client portals. Find information instantly.
Improve Service Pricing Accuracy
Historical time tracking data helps estimate hours more accurately for tax preparation and bookkeeping, leading to better pricing.
Less time on document organization
Faster retainer billing
Deadline compliance rate
Based on average results reported by agencies using AgencyPro
Frequently Asked Questions
Get answers to common questions about our platform.
How does AgencyPro help accounting firms manage tax season?
AgencyPro helps accounting firms organize tax documents by year and return type, set deadline reminders for tax filings and estimated payments, track time spent on tax preparation separately from bookkeeping, and share completed returns securely. The portal reduces email chaos during tax season by centralizing all communication and document exchange in one organized place.
Can I track different types of accounting work separately?
Yes! You can categorize time by service type - tax preparation, monthly bookkeeping, financial planning, client consultations, and compliance work. Set different hourly rates for each category. This helps you understand which services are most profitable and price accordingly. Many firms discover that certain services are underpriced based on actual time spent.
How does secure document sharing work for sensitive financial information?
Share tax documents, financial statements, and supporting materials securely through encrypted client portals. Documents are organized by tax year, return type, and service type. Clients can access their documents 24/7 while maintaining compliance with data protection requirements. Access logs ensure you can track who viewed what and when.
What happens when bookkeeping clients exceed their monthly retainer hours?
Track all bookkeeping hours against the monthly retainer allocation. When hours exceed the retainer, the system can automatically generate an overage invoice. Clients can see exactly how their retainer hours are being used, building trust and justifying monthly fees. Many firms increase retainer values by 20-30% through better transparency.
How does deadline tracking help during tax season?
Set up deadline reminders for tax filings, estimated payments, and compliance requirements. Both you and your clients receive automated notifications for upcoming deadlines. This prevents missed deadlines, reduces last-minute rush work, and helps you plan workload more effectively. Clients appreciate proactive deadline management.
Can I brand the client portal for my accounting firm?
Yes, fully customize the portal with your firm's logo, colors, and domain. Clients see a polished, branded experience when uploading tax documents, viewing invoices, and checking deadlines — reinforcing trust and professionalism throughout tax season and ongoing bookkeeping engagements.
How does AgencyPro help accounting teams collaborate during tax season?
Assign clients to specific accountants, share workload across preparers, and track each team member's billable hours independently. Internal notes stay private while client-facing updates are shared through the portal, keeping communication organized during the high-volume tax filing period.
What financial reports can I generate for my accounting practice?
Generate reports on revenue by service type, client profitability, staff utilization, and retainer performance. Analyze which services — tax preparation, bookkeeping, or advisory — drive the most revenue. Export data for your own books or use dashboards to guide pricing and staffing decisions.
How quickly can my accounting firm get set up on AgencyPro?
Most accounting firms are onboarded within a day. Import your client list, configure service categories and billing rates, and set up document folders by tax year. The straightforward interface requires minimal training so your team can start tracking time and sharing files immediately.
Can AgencyPro handle my growing accounting firm's client base?
Yes, AgencyPro scales effortlessly from solo practitioners to multi-partner firms. Add new staff, clients, and service lines without slowdowns. The platform manages increasing document volumes, complex retainer structures, and seasonal tax-season surges without compromising speed or organization.
Resources for Accounting Firms
Guides, templates, and tools to help you run a more profitable accounting firm.