ThorStackThorStack

For boutique accounting firms

Boutique accounting firms
don't need eight tabs.

If you run a boutique CPA, bookkeeping, or fractional-CFO practice, you're juggling client intake, document chase, recurring engagements, and review cycles across Karbon, Liscio, Practice Ignition, Xero, and a Drive folder per client. ThorStack consolidates intake-to-review into one per-tenant workspace: your CRM is your client list, your inbox is segmented by engagement, your finance module handles the firm's own books, and an AI workforce drafts the recurring deliverables.

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Today

What's eating your week.

  • ✕Client intake is a Typeform → Calendly → Karbon → engagement-letter-DocuSign relay race; half the leads never close because someone has to pick up the baton at every step.
  • ✕Document chase is a per-client cron job: "send me your bank statements, send me your receipts, sign this engagement letter." Manual nag emails are the bulk of your week.
  • ✕Recurring monthly close work has the same checklist every month and no system that remembers which step is at which client.
  • ✕Review cycles bounce between senior, junior, and partner; nothing knows whose desk it's actually on.
  • ✕When tax season comes, the client list, engagement status, and source documents are scattered across five tools.

With ThorStack

The operational layer
runs itself.

01

Client intake from web form to engagement letter

Lead form → email-list webhook → auto-create CRM contact + deal → schedule discovery call via your public booking page → send engagement letter from a Legal template → DocuSign for signature. Each step is gated by approval until the playbook stabilises, then runs autonomously.

02

Recurring close workflow per client

Set up a monthly-close workflow per client engagement. Tasks fire on the calendar: bank-statement chase email on day 3, receipts reminder on day 5, draft P&L on day 10, partner review on day 14. The Finance agent drafts the recurring email content per client tone.

03

Document chase that doesn't feel like nagging

Open obligations on each engagement (bank statements, receipts, signed engagement letter) auto-fire reminders at 7, 3, and 1 days out. Reminders carry direct upload links, the client doesn't have to log in or hunt for an email thread.

04

Review cycles with explicit ownership

Every draft deliverable carries a state (in-prep, in-review, partner-sign-off). The Tasks module shows you exactly whose desk every item is on across your whole client base. The AI Engineering Manager agent flags stuck items in the morning brief.

05

Tax-season-ready client folders

Each CRM client carries their full historical engagements, signed letters, source documents, and prior deliverables, searchable by AI Q&A. When April rolls around, you don't hunt across Drive folders; you ask the assistant.

06

Firm's own books

ThorStack's Finance module handles the firm's own invoicing, expense tracking, double-entry, and quarterly tax. Multi-currency for international clients. You stop running your firm's books in the same tool you bill your clients in.

Modules
  • CRM
  • Scheduling
  • Legal
  • Tasks
  • Finance
  • Inbox & Calendar
  • AI Workforce
See all features →
Integrations
  • Google Workspace
  • Microsoft 365
  • Zoho
  • Dropbox
  • DocuSign
  • Stripe
See all integrations →
Replaces
  • Karbon or Canopy (practice management)
  • Liscio or TaxDome (client portal)
  • Practice Ignition or GoProposal (proposals + engagement letters)
  • Calendly Teams (discovery scheduling)
  • Typeform + Zapier (intake)
  • Notion or Google Drive (client document hub)
“We replaced Karbon, Liscio, Practice Ignition, and four Zaps with ThorStack and got our partner review cycles back under three days. The intake-to-engagement-letter flow paid for the migration in the first quarter.”
Hannah Whitfield, CA · Managing Partner, Whitfield & Co

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Ready for a stack
built around you?

Every ThorStack deployment starts with a 30-minute call. Tell us how you operate, and we'll show you what your stack would look like.

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