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.
For USA CPA and tax firms
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.
We take time to understand how your firm works before every demo.
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.
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.
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.
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
Tell us your firm's name and roughly how many clients you look after, and we'll take it from there.
Request a demo