Bookkeepers & Accountants

The Client Management Tool for Numbers People Who Value Clean Systems.

You help your clients keep their finances in order. Chik helps you do the same for your practice. One clean workspace to manage every client engagement, track your billable hours to the minute, and lock in your terms with a signed engagement letter — all without a complicated, expensive software setup.

Finally, a project management tool that doesn't feel like a part-time job to set up.
Nikola
"My clients absolutely love the Showcase mode because they never have to create an account to see my progress."
Marcus
"Having my tasks and legally binding contracts in the exact same app has saved me so many headaches."
Desiree
"Chik perfectly hits that sweet spot between a basic to-do list and an overwhelming, complicated workspace."
Ola
"The built-in time tracker makes sharing transparent, weekly reports with my clients completely effortless."
Laurie
"My team finally knows what we're working on and what we've actually earned."
Marcus Webb
"My team finally knows what we're working on and what we've actually earned."
Marcus Webb
"My team finally knows what we're working on and what we've actually earned."
Marcus Webb
"My team finally knows what we're working on and what we've actually earned."
Marcus Webb
"My team finally knows what we're working on and what we've actually earned."
Marcus Webb
For freelance bookkeepers and independent accountants

A clean system for the people who keep everything clean.

Your clients trust you with their most sensitive financial data. Give them a professional, organized experience that reflects the level of care you bring to their books.

Organized Engagements, Every Client.

Create a project per client and manage their recurring tasks — monthly reconciliations, quarterly reviews, tax prep checklists — in one organized workspace. Share relevant task progress with your client through their Partner Mode dashboard so they always know where things stand.

Engagement Letters & Service Agreements, Done Right.

Protect your practice with signed engagement letters before every new client relationship begins. Draft them inside Chik, send them for signature in one click, and store the signed version securely right next to the client's project workspace.

Accurate Time Tracking for Hourly Billing.

Whether you bill hourly or on retainer, Chik's native time tracker keeps an accurate log of every minute spent per client. Share a detailed monthly time report so your clients always know exactly what they're paying for.

4 tools in 1

Chik replaces Notion, DocuSign, Asana, Upwork

Because paying for separate tools is getting old.

notes

All your notes, in one place

Take notes during meetings, write project briefs, or team SOPs. Then share anywhere with a simple link.

bring your team

Collaborate on tasks and let them log their time

Invite your team or subcontractors to collaborate on tasks and log their worked hours.

client dashboard

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?

Create your free account now, no credit card required.