ProxCore for Accounting Firms
Run your accounting practice on one platform
Manage clients, engagements, invoices and support in a single secure workspace built for accounting and bookkeeping firms.
1 platform
CRM, billing, projects & support
5 min
To send your first invoice
24/7
Secure cloud access
Everything in one place
Stop juggling spreadsheets and disconnected tools. Run clients, quotes, invoices and jobs from a single secure dashboard.
- Client and engagement management
- Recurring invoices and online payments
- Document and job tracking
- Built-in client support ticketing
Built to grow with you
Add the modules you need as your business expands, with role-based access and multi-currency support out of the box.
- Multi-currency and tax handling
- Role-based team permissions
- Automated payment reminders
Frequently asked questions
How quickly can I get started?
You can create an account and send your first invoice in minutes. No credit card required to start.
Can I import my existing clients?
Yes, you can import contacts and get set up quickly with our onboarding tools.