Your Clients Trust You With Their Numbers. Trust Chik With Your Workflow.
You help clients bring order to financial chaos — your own business management should be just as organized. Chik gives freelance bookkeepers and accountants a clean, professional workspace to manage client engagements, track billable hours, send legally binding engagement letters, and keep client communication in one place.
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A professional client experience from onboarding to year-end.
First impressions matter in a trust-based profession. Chik helps you look polished and organized from the moment a client signs their engagement letter to the moment you deliver their final reports.
Onboard Clients with Legally Binding Engagement Letters.
Draft and send engagement letters and service agreements without leaving your workspace. Your client enters their legal name, verifies with a one-time code, and the document is signed and stored — compliant with ESIGN and eIDAS frameworks. No third-party tools required.
Track Every Billable Hour Across Every Client.
Log time against specific client tasks and generate shareable weekly and monthly reports that show exactly what was worked on and for how long. When clients understand what they're paying for, they pay faster.
Keep Client Work Organized & Accessible.
Create a task for each deliverable — bank reconciliations, VAT filings, payroll runs — and share them with your client when ready. They get a clean portal to upload documents, review completed work, and leave notes, without seeing anything they shouldn't.
Chik replaces Notion, DocuSign, Asana, Upwork
Because paying for separate tools is getting old.
All your notes, in one place
Take notes during meetings, write project briefs, or team SOPs. Then share anywhere with a simple link.
Collaborate on tasks and let them log their time
Invite your team or subcontractors to collaborate on tasks and log their worked hours.
Give your clients full transparency
Invite clients to their own personal dashboard. Let them leave comments, assign you tasks, and stay in the loop.
Ready to improve your freelance life today?
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