Project management for accounting firms
An accounting firm is a portfolio of recurring engagements with hard deadlines. Pinboard runs the recurring work, shows every due date in one place, and tracks the hours that become invoices.
Firm work is predictable in shape — monthlies, quarterlies, year-end — and unforgiving in timing. The failure mode isn't complexity, it's volume: forty clients times twelve recurring workflows, tracked in spreadsheets and partner memory. Pinboard models each client as a project, automates the recurring checklists, rolls every deadline into one portfolio view, and keeps the client's records, documents, and billable hours in the same place.
Overheard
Is the Hendricks quarterly filed?
Who prepared this one?
It's the 28th. Why is this still open?
Portfolio
Each client is a project; the dashboard rolls deadlines, blockers, and workload across all of them — so the Monday question is answered before it's asked.
Automation
Automation flows generate the recurring work — assign the preparer, set the due dates, notify the reviewer — instead of an admin rebuilding checklists every month.
Monthlies and quarterlies appear on time, pre-assigned, every cycle.
Preparer to reviewer to filed — each step notifies the next automatically.
The client record
CRM records for every client, docs and workpapers attached to the engagement, and time tracked where the work happens — rolled into billing reports at month-end.
See it run
Pricing
The planned Pro plan is $10 per editor per month and includes projects, docs, time tracking, and billing reports; the CRM add-on (+$15 per seat) adds full client records. Planned pricing — the whole platform is free while in early access, and early-access teams get notice before anything is ever charged.
Questions
Yes — automation flows create recurring tasks on schedule with assignees, due dates, and checklists attached, and status changes hand work from preparer to reviewer automatically.
No — Pinboard runs the practice, not the preparation. It manages the engagements, deadlines, documents, client records, and billable hours around your professional tools.
Nothing right now — approved workspaces get the full platform free during early access. Planned pricing is Pro at $10 per editor per month, with Service Desk (+$10), CRM (+$15), and AI (+$12) as optional per-seat add-ons, so you only pay for the apps you switch on.
Yes. Pinboard ships an MCP server with 56 tools, so the assistant you already use — Claude, or any MCP-compatible assistant — can create tasks, log time, file tickets, and query boards directly. There's also an open REST API with token auth.
Early access
Request early access — every app, no credit card, free while in alpha.
Free plan available · No credit card · Free while in early access