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Solutions Project management for accounting firms

Every deadline, one view.

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.

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The brief

What a normal week sounds like.

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.

  1. Is the Hendricks quarterly filed?

    Due dates live in spreadsheets and partner memory — invisible until one is missed.

  2. Who prepared this one?

    The same monthly checklist gets recreated per client, with steps quietly skipped under load.

  3. It's the 28th. Why is this still open?

    Work tracked in one place, billed from another, reconciled at month-end by hand.

The route

Station by station.

Every client, every deadline, one view.

01 · Portfolio

Every engagement's status on one screen

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.

  • Cross-client visibilityEvery due date and stalled engagement in one portfolio view.
  • Checklists that don't skip stepsBoard items with sub-items and checklists model the engagement letter, not a summary of it.

02 · Automation

The handoffs run themselves

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.

  • Status-driven handoffsPreparer to reviewer to filed — each status change triggers the next step automatically.
  • Every run on the recordFlows are versioned and every run is logged, so you can show exactly what happened and when.

03 · The client record

Records, documents, and hours in one place

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.

  • Client records next to the workContacts, notes, and history in the same workspace as the engagements.
  • Time to invoice, without re-entryTracked hours roll up per client into billing reports.

Questions

Good questions, straight answers.

What it costs

Pinboard's published monthly prices are per user: Pinboard $12 (content, wiki and project chat rooms), Pinboard + Meetings $19 (adds hosting group video meetings and screen share), Service Desk $29 on top of a Pinboard seat ($41 together) and CRM $15. Everything is $49 per user per month, with AI as an optional $12 add-on that needs an app seat. Anyone in a workspace that pays can view its content, send direct and group messages, join voice huddles and take 1:1 calls at no charge. Editing needs a seat, and viewers get no editing, export or AI. Review the charges at checkout before subscribing.

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Can Pinboard handle recurring monthly and quarterly work?

Yes, with one honest caveat about how. Each engagement is a board with items, sub-items, 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.

Is Pinboard a replacement for tax or audit software?

No — Pinboard runs the practice, not the preparation. It manages the engagements, deadlines, documents, client records, and billable hours around your professional tools.

What does Pinboard cost?

Early access requires a paid subscription. Billing starts at checkout; there is no free plan or free trial. Pinboard's published monthly prices are per user: Pinboard $12 (content, wiki and project chat rooms), Pinboard + Meetings $19 (adds hosting group video meetings and screen share), Service Desk $29 on top of a Pinboard seat ($41 together) and CRM $15. Everything is $49 per user per month, with AI as an optional $12 add-on that needs an app seat. Anyone in a workspace that pays can view its content, send direct and group messages, join voice huddles and take 1:1 calls at no charge. Editing needs a seat, and viewers get no editing, export or AI. Review the charges at checkout before subscribing. See the pricing page for billing details.

Can I use my own AI assistant with Pinboard?

Connect a compatible AI assistant to Pinboard's hosted MCP server to create board items, query boards, file tickets and log time. Actions use your Pinboard account and permissions; available tools depend on the current server and client support.

Better together

Works with the rest of your work.

Pin up your own blueprint.

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