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.
- Separate handling for individuals and organizations
- Track business structure, year end and tax IDs
- Add custom fields for anything else you track
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.
- Notes roll up from across all of the client’s work
- See who wrote what, and which job it came from
- Search notes and files right from the profile
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.
- Full thread history synced from connected inboxes
- See messages from anyone on the team
- Reply, forward and compose without leaving ProCharted
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.
- Tag clients to group them into categories
- Select many clients and create work in bulk
- Filter by tags, year end and more
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.
ProCharted keeps every client’s work, files and
communication in one place.