GuardenerAI for accounting firms is a CRM for winning, onboarding and billing your own clients. It is for small accounting, bookkeeping and tax practices that want new-client enquiries, engagement letters, onboarding tasks and the firm’s own invoices in one system. It is not a tax or client-bookkeeping tool.
Your clients’ books live in their accounting software. Your firm’s own growth, the enquiries, proposals, onboarding and fee invoices, usually lives in email and a spreadsheet. GuardenerAI is the system for that side of the practice.
Enquiries become leads with their source attached. Converting one creates the client person, the business and a proposal opportunity, so nothing is retyped.
An action plan lays down the onboarding tasks, with due dates worked out from the day you start, on the client’s record.
Add the clients with a given year end to a static segment, and an email or SMS journey sends the reminders and the follow-up, without a mail merge.
Invoice clients for your fees, take card payments by Stripe link on the Max plan, and keep the firm’s own ledger with AR aging once accounting is switched on for your workspace.
Start from the Professional Services starter template in Settings, then adjust anything. Everything a template adds stays editable.
Use it as one record per engagement, such as annual accounts or a tax return. Rename it Engagements if you prefer; the template stays editable.
The client business, with its contacts, engagements and your fee invoices beside it.
Custom fields you add so every client’s services and year end are on the record when you build the reminder list.
Each of these is built from features in the product today. Set them up once and the whole team runs them the same way.
Each firm gets its own isolated, encrypted space, with fixed roles that deny access by default and an append-only audit trail. GuardenerAI runs your firm’s client relationships and fee billing; it does not prepare returns or replace the bookkeeping software your clients use.
Read the security details →Start free in an afternoon, or have us walk you through it with data that looks like yours.
Also built for law firms, financial advisors and consulting firms. See every industry.
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