Streamline Client Collaboration,
Transform Your Practice with Accuna
Connect with clients seamlessly, manage documents effortlessly, and track tasks efficiently with our all-in-one platform designed specifically for accountants.
Accountant-Client Collaboration Made Simple
Explore how Accuna streamlines communication, document management, and workflows for accountants and their clients.
Client Management
Centralized client list with dashboard showing recent activity and potential issues
Document Vault
Secure storage for important documents with customizable access permissions
Invoice Uploader
Easy upload of invoices and documents via desktop or mobile camera capture
Task System
Assign one-time or recurring tasks with status tracking and automatic reminders
Smart Notifications
Receive alerts for document expirations, due tasks, and other important events
Document Validation
AI-assisted scanning of documents for errors or inconsistencies with priority flagging
AI Chatbot Assistant
Get answers to routine accounting queries with escalation to your accountant when needed
Invoice Creation
Create, distribute and archive invoices directly within the platform
Intuitive Interface
Accuna provides a streamlined interface designed specifically for accounting workflows. Manage clients, documents, and tasks with ease through our intuitive dashboard and specialized tools.
James Ford
Designer & Developer
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Hear from accountants and clients who have transformed their workflow with Accuna
Digitize Your Accounting Practice
Transform how you work with clients. Streamline communication, organize documents, and automate routine tasks with our purpose-built platform for accountants.
Need Help?
If you still have questions, don't hesitate to reach out. Contact us with any queries
Contact UsAccuna uses enterprise-grade encryption to protect all data. We implement strict access controls, regular security audits, and are fully compliant with data protection regulations. Your clients' sensitive information is always safe with us.
Accuna scales with your practice. Our platform can handle anywhere from a handful of clients to hundreds, depending on your subscription plan. As your accounting practice grows, Accuna grows with you seamlessly.
Yes! Accuna is fully responsive and works on all devices. We also offer dedicated mobile apps for iOS and Android, allowing clients to upload documents, respond to tasks, and communicate with you on the go.
Our document vault supports all common file types including PDFs, Word documents, Excel spreadsheets, images, and more. The system automatically organizes documents by type, client, and expiration date for easy retrieval.
Our AI chatbot is specifically trained on accounting regulations and best practices. It provides accurate answers to routine queries and knows when to escalate complex questions to you. The system continually improves based on interactions and feedback.
Most accountants are fully operational on Accuna within 1-3 days. Our onboarding team helps with client data import, system configuration, and provides training for both you and your clients to ensure a smooth transition.
Choose The Right Plan For You
Select a plan that fits your practice size and needs, with all the features to transform your client communication
For Solo Accountants
Standard
$49/month
Perfect for individual accountants or small practices. Includes client management, document vault, task system, and basic AI-assisted document validation for up to 30 clients.
For Accounting Firms
Professional
$99/month
Designed for growing accounting firms with multiple team members. Includes all Standard features plus enhanced AI validation, unlimited clients, team collaboration tools, and priority support.
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Get In Touch
Have questions about Accuna? Our team is here to help. Reach out to us for more information or to schedule a demo.
Contact Information
Reach out to us through any of these channels
contact@accuna.com
Phone
+1 (555) 123-4567
Location
123 Accounting Lane, Suite 400
San Francisco, CA 94103
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Connecting accountants with their clients through a centralized platform for document management, task tracking, and efficient communication.
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