Mewboard for accounting firms: no deadline slips through.
The work is repeatable and the deadlines are fixed by law. Mewboard keeps each engagement as a project with its own milestones, and a practice-wide project for the filings that cannot be late.
What you can run in Mewboard
- Engagements as projects. Planning, fieldwork, review and sign-off for an audit, or the month-end routine for bookkeeping clients.
- Deadlines and filings. VAT, payroll and statutory filings with due dates, owners and reminders, visible on one calendar.
- Chasing clients for documents. Missing receipts and signatures are issues with a client attached, so the list of “who owes us what” is always current.
- A clerk that never tires. Claude tests samples, reconciles lists and writes up the exceptions as comments for a person to review.
How teams like this set it up
A typical setup: a Client engagements folder with a project per audit or service and each client as a client record, and a Practice folder for deadlines and processes. Give clients the viewer role to see their own project.
See it with realistic data. The sample workspace for this page is full of realistic projects, clients, reminders and history. Change anything you like: it resets every night.
Try it with one client project.
It takes a minute to sign up, and it is free for up to five people.