Trusted by Accounting & CSP Firms

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.

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✓ Free plan available · ✓ Setup in under 30 minutes · ✓ Cancel anytime

"Finally, one place for everything."

— Director, 18-person CSP firm

Trusted by firms in Singapore

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.

Before 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

After ClientBase

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."

Alice Tan
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."

Samson Lau
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

$0/ month

Up to 5 users
Unlimited client records
20 TrustBar verified entity profiles
100 requests/month
2 GB managed file storage

Start Free

Growth

Scale with your team

$19/ user / month

Unlimited users
Unlimited clients records and TrustBar verified profiles
Unlimited requests
10 GB managed file storage
AI Insights Dashboard

Start 30-Day Trial

Enterprise

All-inclusive, predictable pricing

$499/ month

Unlimited users
Unlimited clients records and TrustBar verified profiles
Unlimited requests
100 GB managed file storage
AI Insights Dashboard
Priority onboarding & support

Book a Demo

Need to compare features in detail?

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Frequently Asked Questions

Common questions from accounting, corporate secretarial, and compliance firms evaluating ClientBase.

What kind of firms is ClientBase designed for?

ClientBase is built specifically for professional and regulated firms—including corporate secretarial services, accounting practices, legal firms, and compliance teams that manage high volumes of client work, deadlines, and statutory obligations.

How quickly can we get started?

Most teams are up and running within a day. Simply add your clients, invite users, and start tracking requests. If you have existing client data to import, we offer priority onboarding support to help you migrate smoothly.

Can we migrate from spreadsheets or other tools?

Yes. We offer data import services to help you transition from spreadsheets, legacy systems, or other practice management tools. Our team will work with you to ensure a smooth migration.

Is there a limit on the number of users?

Our Growth and Enterprise plans support unlimited users. This means your whole team gets access without worrying about per-seat costs as you grow. Book a demo and we'll help you set it up properly.

Do you offer a free trial?

Yes. You can start with our Free plan (no credit card required) or request a 30-day trial of our Growth plan. This gives you time to test ClientBase with your team and see if it's the right fit.

Ready to bring order to your firm?

Start with our Free plan—no credit card required—or book a demo to see ClientBase in action.

✓ Setup in under 30 minutes · ✓ No lock-in contracts · ✓ Cancel anytime

Start Free Now Book a Demo