Refront for Accounting Firms - Manage Client Work Efficiently
Streamline your accounting firm's workflows with Refront. AI quotes, client dossiers, per-engagement time tracking and automated invoicing.
The Challenge
Accounting firms manage dozens to hundreds of client dossiers simultaneously, each with unique deadlines, responsibilities, and hour budgets. From annual accounts to tax returns — tracking who does what and how much time is spent is essential for profitability. Refront provides accounting firms with a central platform for engagement management, accurate time tracking, and automated invoicing, so the team can focus on delivering quality advisory.
Common Pain Points
Hundreds of client dossiers with different deadlines and priorities
Time tracking per engagement and employee is manual and inaccurate
Invoicing based on estimated versus actual hours creating disputes
Seasonal peaks around annual accounts and filings overloading the team
Clients expecting proactive communication but it takes too much time
How Refront Helps
Managing large volumes of client dossiers
Structured ticket management with client-specific dossiers, deadline calendars, and automatic reminders keeps every dossier on track.
Inaccurate time tracking
Integrated time tracking per engagement and employee logs hours automatically and links them to the correct client and billing category.
Peak load during seasonal work
AI-powered capacity planning predicts peak periods and distributes work optimally across the team based on availability and expertise.
Benefits
Technologies
Case Study
A 25-person accounting firm in Zwolle increased billable hours by 16% and reduced admin time around annual accounts by 30% thanks to Refront.
Frequently Asked Questions
Is Refront suitable for small accounting practices?
Yes, Refront scales from solo practitioners to large firms. You only pay for what you use and can start with a small setup.
Can Refront handle recurring engagements?
Absolutely. You can set up recurring tasks for annual accounts, quarterly filings, and other periodic work with automatic reminders.
Does Refront integrate with accounting software?
Refront focuses on engagement management and time tracking. Through the API, you can build connections with packages like Xero or QuickBooks.
Ready to get started?
Try Refront for free and discover how AI automates your workflow.