Sidekick for Accountants and Bookkeepers
Run recurring client work, deadlines, communication, and billing from one account view.
Connect client organizations, contacts, recurring services, document requests, appointments, projects, tasks, invoices, collections, and protected records.
Start with Sidekick for Accountants and Bookkeepers
Where the day gets stuck
Document chasing consumes staff time
Client service and billing records split
Your Sidekick product recipe
Deep apps, connected around the way this business works.
Customer growth
Sidekick CRM
Know every customer. Move every opportunity.
Business operationsSidekick ERP
Finance and operations on the same record.
Service operationsSidekick Appointments
Make it easy to book and easier to run the day.
CommunicationsSidekick Voice
Business calling with real phones and real help.
ProtectionSidekick Protect
Know what is protected and prove it can recover.
PlatformSidekick AI
AI that can see the work and help move it forward.
Who gets value
Different roles, one operating record.
Sidekick gives each person a focused way into the same customer, work, and financial context.
- 01Partner sees client health
- 02Staff owns recurring work
- 03Administrator tracks documents and billing
Workflow 1
open a recurring client period
A practical Sidekick workflow that helps the team open a recurring client period.
- Generate standard work
- Assign owners and dates
- Request required documents
- Track readiness
Workflow 2
prepare a client review
A practical Sidekick workflow that helps the team prepare a client review.
- Summarize open work
- Identify missing information
- Build agenda
- Schedule follow-up
Workflow 3
manage a billing exception
A practical Sidekick workflow that helps the team manage a billing exception.
- Review service and invoice context
- Resolve scope or payment issue
- Record decision
- Update collection plan
Sidekick AI in the work
Useful actions, grounded in the operating record.
- Summarize client status
- Draft document reminders
- Flag deadline and collection risk