Mewayz for Accounting Firms
Client management, time tracking, and billing for accounting practices
Run your practice from one platform — client onboarding, document collection, time tracking, invoicing, and team HR. Purpose-built for CPAs, bookkeepers, and financial advisory firms.
What's included
Pre-configured for accounting firms
8 modules ready out of the box — no setup required
Platform preview
What you will use every day
Key capabilities
Built for how your accounting firm works
Client onboarding to invoice in one flow
Onboard new clients with intake forms, collect documents via the client portal, assign work to staff, track billable hours, and invoice — all without switching apps.
Deadline tracking across all clients
Tax deadlines, filing dates, and deliverable milestones are tracked per client. Staff see their task queue; managers see across all clients in one dashboard.
Billable hours linked directly to invoices
Time logged against client matters flows directly into invoices. Bill hourly, fixed-fee, or retainer — with full time detail available on every invoice.
Flat pricing for your whole team
No per-CPA or per-client fees. One plan covers all your accountants, paralegals, and admin staff at a predictable monthly cost.
Save money
Tools Mewayz replaces
Stop paying for separate subscriptions that don't talk to each other
FAQ
Common questions
Can clients upload documents securely?
Yes — clients have their own secure portal to upload tax documents, bank statements, and signed forms. All files are stored against the client record and accessible to your team immediately.
Does Mewayz support retainer billing?
Yes — you can set up recurring retainer invoices that bill automatically on a monthly or quarterly cycle. Ad-hoc hours can be added on top for overflow work.
Can I track deadlines for multiple client filing dates?
Yes — each client can have multiple deadline records (e.g. Q1 bookkeeping, annual return, payroll filing). Staff see their upcoming deadlines in a personal task view; managers see the full practice calendar.
Fits comfortably in the Business plan
This accounting firm setup uses 12 of your 62 module slots on Business ($149/mo). Your remaining slots are yours to customise. Need white-label capability to offer clients their own platform? Business plan includes 5 WL workspaces at 72% payout — or upgrade to Agency for unlimited clients at 85%.
Run your accounting firm better — starting today
Free plan available. No credit card required. 30-day money-back guarantee on paid plans.
