Ask your practice anything. Get instant answers from your own data.
ProCharted is a practice management platform for accounting firms, with AI that knows your work. Ask which clients have unbilled hours, set up a T1 return in one sentence, and catch up on any job in seconds.
Less typing, chasing and digging. More advising.
AI only reads and drafts. Nothing is created, changed or sent until someone on your team clicks the button.
Ask about anything in your practice
Deadlines, workload, unbilled time, overdue invoices. Type a question in the search box and get an answer with the clients and jobs behind it.
Set up work in one sentence
Say what you need, including the repeat schedule, automation and email follow-ups. ProCharted fills in the New work window for you to check.
Catch me up
Back from holidays or covering for a colleague? Get where a job stands, what's done and what you're waiting on.
Write with AI
Turn a rushed note into a clear, friendly client email. Shorten it, make it more formal, fix the spelling.
Your data stays yours
Never used to train AI models. Everyone only sees what their permissions allow.
Everything your firm runs on, in one place.
See all featuresEvery job, status and due date in one view, with roles and queues for your team.
Work that schedules itself, and rules that remind, reassign and email clients for you.
Clients upload documents, sign and see their invoices without another email thread.
Outlook connected, emails on the client's profile, and follow-up sequences that stop on reply.
Track billable time, turn it into branded invoices and sync them with QuickBooks Online.
Ready-made reports on work, time and billing, and a record of who changed what.
Firms that switched don't look back.
"ProCharted has revolutionized our workflow at the office. With its centralized client management, job workflow, and invoicing capabilities, we've saved time and boosted efficiency."
Sandra MaveeSenior Accountant"A very positive addition to a Tax Preparer's workflow. From streamlining client status updates to attaching documents and notes, it has made my workflow incredibly efficient."
William EckhartWS Eckhart, CPA"ProCharted has greatly enhanced my workflow in terms of time management and efficiency. Managing time records on specific files has become much easier and more efficient compared to previous software."
Pankaj DhallYS Bookkeepers"ProCharted has transformed our tax office operations, making tax season smoother than ever. Its intuitive communication tools keep our team informed, allowing us to manage client inquiries efficiently."
Roohi NarangAccounting consultant"The system's features have been particularly useful in organizing meetings and alerting management to various needs across our locations. ProCharted has been an effective tool in reducing workload."
Mervyn ParabooParaboo Financial ServicesBuilt to protect client data
Automatic daily backups, so your data can always be recovered.
AES-256 at rest and TLS 1.2 in transit.
Your firm's data is never used to train AI models.
One price. Every feature, AI included.
$39 per user a month billed yearly, or $49 month to month. Unlimited clients, unlimited support, no per-client fees.