Client Management for Regulated Professional Firms
Centralise clients, track requests, manage deadlines, and store files—all in one secure workspace built for accounting, corporate secretarial, and compliance firms.
✓ Free plan available · ✓ Setup in under 30 minutes · ✓ Cancel anytime
Your team deserves better than spreadsheets and chat apps.
Most firms lose hours every week to scattered tools and manual tracking. Here's what changes with ClientBase.
Work lives everywhere
- Requests buried in email and WhatsApp
- Deadlines tracked in someone's head
- Files scattered across drives and inboxes
- No clear owner for urgent work
Work lives in one place
- All requests logged and tracked to completion
- Deadlines visible to the whole team
- Files attached directly to clients and tasks
- Instant visibility into who's doing what
Everything your firm needs to stay organised and in control.
Built specifically for regulated firms managing high volumes of client work, statutory obligations, and sensitive documents.
Centralised Client Database
Store all client and entity information in one secure place. Give your team a single source of truth for every relationship.
Request Management
Capture every client request and track it from submission to completion. Assign owners, set priorities, and never lose track of urgent work.
Deadline Tracking
Track statutory filings, recurring obligations, and client deliverables with clear visibility into what's due, overdue, or at risk.
Team Workload Visibility
See who's busy, who has capacity, and where bottlenecks are forming. Make better decisions about resource allocation.
Secure Document Storage
Store and access documents directly within each client and request—so your team always knows where the latest version lives.
Operational Insights
Understand how your firm operates. Identify workload patterns, bottlenecks, and areas for improvement with built-in analytics.
Trusted by growing professional firms.
Here's what directors, partners, and operations leads are saying about ClientBase.
"Before ClientBase, everything was everywhere—emails, spreadsheets, people's heads. We were constantly asking, 'wait, who's doing this?' Now we just check ClientBase. It's made our days less stressful."
Director of BD
"We used WhatsApp because it was quick, but things kept getting buried once work picked up. It honestly felt messy. With ClientBase, everything's in one place and we're not scrambling anymore."
Director of Ops
Choose Your Plan
From small teams testing ClientBase to high-volume practices scaling firm-wide—pick the plan that fits your stage.
Free
Perfect for testing with your core team
- Up to 5 users
- Unlimited client records
- 20 TrustBar verified entity profiles
- 100 requests/month
- 2 GB managed file storage
Growth
Scale with your team
- Unlimited users
- Unlimited clients records and TrustBar verified profiles
- Unlimited requests
- 10 GB managed file storage
- AI Insights Dashboard
Enterprise
All-inclusive, predictable pricing
- Unlimited users
- Unlimited clients records and TrustBar verified profiles
- Unlimited requests
- 100 GB managed file storage
- AI Insights Dashboard
- Priority onboarding & support
Need to compare features in detail?
View Full Pricing & ComparisonFrequently Asked Questions
Common questions from accounting, corporate secretarial, and compliance firms evaluating ClientBase.