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.
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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.
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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