The ClientBase Blog
V2.7 Release: Client Management with ACRA's TrustBar Authentication
Published on: 29/01/2026
Client records management with ACRA's TrustBar verification delivers prompt, reliable data, streamlines workflows, and empowers clients to make confident, informed decisions.
softwareaccounting-softwarepractice-managemententity-managementcorporate-servicesaudit planning
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
🚀 V2.5 : 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
