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, runs the handoffs on rules instead of reminders, 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
Rules watch the engagement and move it along — when the preparer marks a step done, the next step is created, assigned, and the reviewer notified — so no admin is chasing status by email.
Preparer to reviewer to filed — each status change triggers the next step automatically.
Flows are versioned and every run is logged, so you can show exactly what happened and when.
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 Content app is $10 per user per month and includes projects, docs, time tracking, and billing reports; CRM ($15 per user) 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, with one honest caveat about how. Each engagement is a project with tasks, subtasks, and checklists, so a monthly or quarterly close is modelled step by step instead of as a line in a spreadsheet, and every deadline across every client rolls into one portfolio view. Rules then run the handoffs: when the preparer marks a step done, the next step is created, assigned, and the reviewer notified. What Pinboard does not do today is start the cycle for you — automation triggers are event-based, so a flow runs when something changes, not on a calendar date. Someone opens the period's engagement; Pinboard runs it from there.
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 five apps priced per user per month — Content $10, Wiki $5, Chat $5, Service Desk $10, CRM $15 — with AI as a $12 add-on, so you only pay for the apps each person opens. Every app is free for the first 30 days.
Yes. Pinboard ships an MCP server with more than 100 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.
Every app, per person · No credit card today · Free while in early access