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Client management for accounting firms

One controlled client record for the whole firm.

Replace scattered client spreadsheets with searchable records and role-aware access, while owners and authorised reviewers retain broader oversight.

Discuss your workflow Explore Bubbly
Searchable recordsCustom client fieldsFYE visibilityScoped staff access
01

Keep the details that drive the work.

Client records can hold the contacts, dates and firm-specific information needed to organise servicing. Financial year ends and other relevant dates stay close to the jobs they inform.

  • Client and contact profiles
  • Financial year-end context
  • Configurable working information
02

Give each role the information it needs.

Some staff need only the details required to complete an assigned job, while owners and authorised reviewers need wider visibility. Role-based access keeps those responsibilities explicit.

  • Read and write controls
  • Access matched to responsibility
  • Broader owner oversight
03

Find the right record without relying on memory.

Search and filters make client information easier to retrieve and organise. The record becomes the starting point for recurring jobs, documents and review rather than another isolated address book.

  • Search and filtering
  • Connected job context
  • Less dependence on private files
Questions

What teams usually ask.

Is Bubbly a general-purpose CRM?

Bubbly is shaped around professional client work, recurring dates, documents, access and review rather than a generic sales pipeline.

Can the client fields match our practice?

Bubbly supports custom working information so implementation can reflect the client data a firm actually needs.

Explore Joony Bubbly

Connect the rest of the client workflow.

Accounting practice managementKeep every client, deadline and review moving.Client data managementKeep client data useful, controlled and connected to the work.Financial report reviewReview the document. See the reason. Record the decision.Recurring client workMake the next client deadline visible before it becomes urgent.FYE deadline remindersTurn financial year ends into visible, planned work.Client onboarding and scheduling guideTurn a new client into controlled, scheduled work.
Joony Bubbly

Plan a clearer client workflow.

Tell us where records, deadlines or reviews become difficult today.

Talk to the product team