Client data management

Keep client data useful, controlled and connected to the work.

Give accounting, audit and corporate secretarial teams a searchable client record with the dates, working information and access controls needed to service each client.

Discuss your workflow Explore Bubbly

Structured client profilesCustom working fieldsFYE and service datesRole-based access

Keep operational context beside the client.

Contacts, financial year ends, service dates and firm-specific information can live in one controlled record. The team can search for the client and start from the context that drives recurring jobs and review work.

Searchable client and contact records
Relevant dates and custom fields
Connected recurring-work context

Limit access according to responsibility.

Some staff need only the information required for an assigned task, while owners and authorised reviewers need a wider view. Role-based read and write controls keep those boundaries explicit.

Scoped read and write access
Role-aligned staff visibility
Broader authorised oversight

Reduce dependence on private spreadsheets.

A shared, controlled record makes client servicing less dependent on individual files and memory. Search, filtering and structured fields help the right team member retrieve the right information.

Consistent working records
Search and practical filters
Cleaner handoffs between staff

Questions

What teams usually ask.

Can each staff member have different access?

Yes. Role-based read and write controls can match access to the responsibilities assigned to each person.

Can firms capture their own client fields?

Bubbly supports configurable working information so implementation can reflect the client data a firm actually uses.

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Plan a clearer client workflow.

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

Talk to the product team