For USA CPA and tax firms

The practice, in full view.

A firm's real record lives in a spreadsheet someone is afraid to touch. Aktenhub holds it properly — the clients you serve, the plans they're on, and the services your team delivers, in one system that speaks your profession's language.

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We take time to understand how your firm works before every demo.

One record of the firm

Clients, the plans they're on, and the services your team delivers, held in one place instead of spread across a tracker, an inbox, and someone's memory.

Your vocabulary, not a CRM's

Entity types, filing types and engagement plans are first-class, and a firm names and prices its own packages. Businesses and individual filers live side by side, because a real client list has both.

Your packages stay yours

Rename a plan, add one, retire one, or sell a single package to every client — without waiting on us. A firm's pricing is its own product, not a setting we decided on its behalf.

Request a demo

Tell us a little about your firm and we'll be in touch. Every demo is run by someone who worked on the product. Aktenhub is in active development and access is by invitation.

Write to us

contact@aktenhub.com

Tell us your firm's name and roughly how many clients you look after, and we'll take it from there.

Request a demo