Run your accounting practice with tools built for the way you work
Build the software your firm needs without a traditional IT project. Create a client portal, automate document collection, track engagements and deadlines, manage time and invoicing, and turn recurring accounting workflows into simple apps — all by describing what you need.
Start with the basics
Build the tools your accounting practice actually needs
Accounting work is full of moving parts — onboarding new clients, chasing documents, coordinating monthly and quarterly tasks, preparing returns, tracking time and billing — often spread across emails, spreadsheets and generic tools that don’t match your process.
Use YeshBe to build custom apps and tools around your own workflow. Create a client portal for document intake and status updates, design engagement templates that generate task checklists, track bookkeeping and reconciliation work by period, and manage time, fees and invoices in one place that fits how your firm operates.
Give partners a clear overview of work in progress, deadlines and team capacity, while clients get a streamlined experience for uploads and approvals. Start small with one workflow, then evolve your internal dashboards, forms and reports as your practice grows.
- Client portalCreate a branded portal where clients upload documents, answer questionnaires and see job status.
- Engagements & workflowsTurn services into checklists and pipelines with assignments, due dates and progress tracking.
- Time & billingLog time, track fixed-fee jobs, generate invoices and monitor outstanding balances.
- Deadlines & remindersCentralize deadlines and set reminders for clients and staff.
Build it yourself
What accountants and accounting firms build with YeshBe
Copy a prompt, paste it into YeshBe and get a working first version in minutes.
Client onboarding & engagement manager
Streamline intake, define scope and fees, and spin up tasks from templates for each new client.
PromptBuild an onboarding and engagement app for my accounting firm. Include a public intake form that collects client name, company, contact details, services needed, preferred start date and notes. After submission, create a draft engagement with fields for fee, scope and start date, and pre-load checklist templates based on selected services (bookkeeping, payroll, tax). Provide an internal dashboard to review intakes, edit the engagement, assign a manager and confirm start date. When approved, create tasks from the chosen templates and move the client to an Active list. Add a simple client acceptance page to confirm the engagement.
Document request portal
Organize per-client request lists, collect files and answers, and track progress during tax season or monthly work.
PromptBuild a client document request portal for tax and bookkeeping. Let staff create a request list per client with items (title, description, due date, required/optional). Clients log in to upload files or answer questions. Show statuses for each item (Requested, Received, In Review, Approved). Include a firm dashboard summarizing outstanding items by client and a per-client page with comments/notes on each request.
Bookkeeping & reconciliation workflow
Generate recurring monthly or quarterly tasks by client with checklists, assignees and due dates.
PromptBuild a recurring bookkeeping workflow for my firm. For each client, generate monthly or quarterly task sets: bank reconciliation, AP review, AR review, payroll journal, sales tax summary and management report. Each task should have a start date, due date, assignee, checklist subtasks, file attachments and status. Provide a capacity view by team member showing workload and a client progress report for each period.
Time tracking & invoicing
Capture time by client and task, approve timesheets, bill fixed-fee and hourly work, and monitor WIP and receivables.
PromptBuild a time tracking and invoicing tool for my accounting firm. Allow team members to log time by client, engagement and task with billable rates, and submit weekly timesheets for approval. Support fixed-fee engagements as line items. Create an invoicing page to compile approved time and fixed fees into invoices, mark payments received, and show summaries for WIP, billed and aged receivables.
Questions and answers
Common questions about Accountants
Answers to the questions owners ask us most often.
Do I need to know how to code?
No. Start by describing what you want to build in plain language and refine it step by step.
Can I build a client portal for document collection and status updates?
Yes. You can create a login-protected portal where clients upload files, answer forms and track progress while your team manages requests internally.
Can I manage recurring deadlines like monthly bookkeeping or annual returns?
Yes. You can build schedules that generate tasks by client and period, with due dates, assignees and reminders that match your process.
Is this a full accounting system?
No. It helps you build apps and workflows for your practice—such as portals, pipelines and billing—alongside your existing accounting software.
Build the app your accountants and accounting firms business is missing
Describe it in plain language. YeshBe builds it, and you can share and publish it the same day.
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