Proudly Canadian
Save 31 Hours a Week Managing Clients, Tasks, and Deadlines
Say goodbye to workflow chaos! Streamline your accounting practice and stay on top of tasks and deadlines with powerful practice management software.
Trusted by 500+ Accountants
Integrate or import from your existing tools
Plug into your existing tools instantly and pick up right where you left off. All your data, settings, and workflows stay connected.
Stay Organized, Work Smarter
Optimize your firm’s efficiency with smart task management, real-time analytics, and standardized workflows. Stay on top of deadlines, track team progress, and ensure consistency in every project — effortlessly.
Never Miss a Deadline
Stay on track with automated reminders and real-time task management, ensuring all your filings and projects are completed on time without last-minute stress.
Access Client Data Anywhere
Securely view and manage client information from any device, anytime, so you can stay productive whether you're in the office or on the go.
Gain Full Visibility
Our intuitive dashboard gives you a real-time snapshot of tasks, deadlines, and team workload, helping you stay organized and in control.
Streamline Your Workflow
and Boost Productivity
Optimize your firm’s efficiency with smart task management, real-time analytics, and standardized workflows. Stay on top of deadlines, track team progress, and ensure consistency in every project — effortlessly.
Seamless Email Integration for Efficiency
Stay connected with clients effortlessly. Our platform integrates with Outlook and Gmail, allowing you to manage emails, sync communications, and keep records organized—all within one centralized workspace.
Never Miss a Filing Deadline
Automate recurring tasks
Track progress with percentage completion indicators
Gain insights by team member, client, and project
Instant Access to Key Analytics
View all pending tasks categorized by status
Monitor your team’s workload in real-time
Filter reports by task type, assignee, or project
Standardize Workflows for Consistency
Maintain full control over task execution
Efficiently delegate responsibilities
Adapt workflows to meet specific needs
Top-Tier Security for Your Data
Your information is safeguarded with the highest level of security. ProCharted employs bank-grade encryption and is hosted on Microsoft Azure for reliable data protection.
Advanced Data Encryption
AES-256 and TLS 1.2 encryption ensure your sensitive information is securely protected against unauthorized access.
Certified Security Compliance
Fully compliant with SOC 1, SOC 2, SOC 3, ISO 27001, and PCI DSS standards to meet the highest security regulations.
Automated Daily Backups
Your data is automatically backed up every day, ensuring quick recovery and protection against data loss or system failures.
Save 50% for the first 3 months
For a limited time
Transparent,
no per-client billing
You don’t pay anything until you’ve seen exactly how ProCharted fits into your workflow. No commitment. No long term contract. Just clarity.
What Our Users Say
Discover how ProCharted has transformed accounting firms worldwide. From streamlined workflows to improved efficiency, our users share their experiences on how our platform helps them stay organized, productive, and stress-free.
ProCharted has revolutionized our workflow at the office. With its centralized client management, job workflow, and invoicing capabilities, we've saved time and boosted efficiency. Managing workload fluctuations has become a breeze, thanks to ProCharted's features, enhancing our resource planning and communications. No challenges encountered, just smooth sailing. Looking ahead, we'd love to see enhanced reporting,a client-facing portal, and more integrations. Overall, ProCharted gets a perfect 10 from me for its user-friendly interface, workload reduction effectiveness, seamless client data management, and overall satisfaction!
Sandra Mavee
Senior accountant
A very positive addition to a Tax Preparer’s workflow. From streamlining client status updates to attaching documents and notes, it has made my workflow incredibly efficient. The intuitive interface allows for quick proficiency, and features like note-taking and document attachment keep me on top of every file. While occasional refresh requirements and lack of initial training on full functionality are minor challenges, ProCharted's effectiveness in reducing workload and facilitating client management earns it high marks. With a rating of 9 for user-friendliness and overall satisfaction, ProCharted has become an indispensable tool in my tax preparation process.
William Eckhart
WS Eckhart, CPA
ProCharted has greatly enhanced my workflow in terms of time management and efficiency. Managing time records on specific files has become much easier and more efficient compared to previous software. The feature allowing files to be assigned to different employees has been particularly useful in managing workloads. The impact of ProCharted on our accounting team has been positive. Overall, I'm quite satisfied with ProCharted's features for organizing meetings, processing payments, and managing workloads. With further enhancements, ProCharted has the potential to become even more indispensable for our accounting team.
Pankaj Dhall
YS Bookkeepers
ProCharted has transformed our tax office operations, making tax season smoother than ever. Its intuitive communication tools keep our team informed, allowing us to manage client inquiries efficiently. The ability to set reminders within client profiles ensures we never miss a beat. Beyond client management, ProCharted simplifies invoicing and document retention, saving time for both our team and clients. Its "at mention" feature facilitates internal communication, enhancing collaboration. Moreover, ProCharted's billing management streamlines our collections process, ensuring healthy cash flow. Its multiple payment options keep us informed and efficient.
Roohi Narang
Accounting consultant
The system's features have been particularly useful in organizing meetings and alerting management to various needs across our stores. ProCharted has been an effective tool in reducing workload, specially in managing file validation, eliminating the need for manual filing systems. An integration with Taxcycle and LRC/AMS platforms would enhance ProCharted's capabilities and improve overall efficiency. Overall, I rate ProCharted highly for its user-friendly interface and workload reduction, earning it a perfect 10 in these aspects. Its ability to connect client profiles and manage data efficiently also receives top marks.
MERVYN PARABOO
Liberty Tax Franchise Owner
Frequently asked questions
We're here to help! Find answers to the most common questions about ProCharted and how it can optimize your accounting workflow.
Who is ProCharted for?
If you run an accounting firm or bookkeeping practice and feel like you’re constantly juggling tasks, ProCharted is built for you. Whether you're a solo accountant or leading a team of 100, our platform helps you track deadlines, standardize workflows, and regain control of your day-to-day operations.
How do I actually save 31 hours a week?
On average, firms using ProCharted save 3–5 hours per employee per week by eliminating manual spreadsheets, email follow-ups, and task tracking. For a small team, that adds up to 30+ hours saved every week — time that gets redirected to higher-value client work.
Is this just another task manager?
Nope. This isn’t Trello with tax words. ProCharted is built for accounting workflows — think deadline tracking, extension logs, review cycles, and custom SOPs — not “drag a card and hope it gets done.
What do I need to do before the demo?
Nothing at all — just show up. We’ll walk you through a live demo tailored to how your firm operates today, with no prep required.
How long is the demo?
The demo typically lasts 20 to 30 minutes. We respect your time. We’ll walk you through the core features, show you how ProCharted fits into an accounting workflow, and answer any questions you may have.
What happens after the demo?
If ProCharted looks like a good fit for your firm, we’ll walk you through pricing tailored to your team size and rollout needs. If it’s not the right fit, no problem — there’s no hard pitch and no awkward follow-ups.
Do you integrate with [QuickBooks/Google Drive/etc.]?
Yes — we integrate with most accounting-friendly tools.
We’ll cover integrations on the demo so you can see how ProCharted works with what you already use. required.
Is ProCharted secure for storing sensitive client information?
Absolutely. We prioritize your data security with industry-standard encryption, secure cloud infrastructure, and regular backups. ProCharted is built with the privacy and confidentiality needs of accounting firms in mind.
How long does it take to onboard my firm onto ProCharted and what’s the cost?
There is no cost for onboarding. Most firms are fully onboarded within 1 week. We provide personalized support during setup, including data import, staff training, and workflow customization, so your team can hit the ground running with minimal disruption.
Ready to Get Started? Book Demo Today!
You don’t pay anything until you’ve seen exactly how ProCharted fits into your workflow. No commitment. No long term contract. Just clarity.