Every client, every detail
— in one organized place

Every client’s details, work, notes, files and email history in one central
place — so your whole team has the full picture without digging through
inboxes and spreadsheets.

All of a client's key details in one record

Individuals and businesses each get a single home — business structure, year end, tax IDs, contacts and your own custom fields — so the record stays accurate and everyone sees the same information.

Notes and files that follow the client

Every note and document tied to a client — and to the work behind it — lives on the profile, so context is never lost when a job wraps up or a teammate steps in.

Every email with the client, in context

Connect your firm’s inboxes and see the full email history with each client — no matter who on the team sent or received it — right on their profile.

Find and act on clients fast

Search, filter and tag your client list, then take action in bulk — create work, send an email sequence, or apply tags to many clients at once.

See your client
records come together

Book a 20-minute demo and we’ll show you how
ProCharted keeps every client’s work, files and
communication in one place.