The ClientBase Blog
5 Simple Shifts That Will Free Up Hours Across Your Firm — Without Hiring Anyone
Published on: 15/01/2026
Discover five simple workflow shifts to optimise capacity, eliminate overload, and boost productivity across your accounting or CSP firm—without hiring. Free up hours and scale smarter.
Accountingsoftwareaccounting-softwarepractice-managemententity-managementcorporate-services
🚀 V2.6 : Request Templates: The Secret to Stress-Free, Scalable Workflows
Published on: 07/01/2026
Learn how Request Templates turn chaotic, repetitive tasks into structured, flexible workflows that help teams deliver consistently without added complexity.
softwareaccounting-softwarepractice-managemententity-managementcorporate-servicesaudit planning
🚀 V2.5 : A Better Way for Firms to Manage Client Work
Published on: 31/12/2025
Client work breaks down when there’s no clear view of tasks and capacity. This post explains how the Capacity Planner brings structure, visibility, and control back into your team’s day-to-day work.
softwareaccounting-softwarepractice-managemententity-managementcorporate-servicesaudit planning
🚀 V2.4 Feature Release
Published on: 24/12/2025
Maintaining operational excellence in your firm is no easy feat. Here's how with ClientBase.
Accountingsoftwareaccounting-softwarepractice-managemententity-managementcorporate-services
