Plumline
The practice management and insights platform your accounting firm actually wants to use.
The Problem
Accounting firms are running their practices on tools that weren't built for them. Spreadsheets for tracking, email for client communication, and practice management software that feels like it was designed in another decade—because it was.
Scattered client data
One unified workspace for every client, every engagement.
Manual status tracking
Real-time visibility into where every project stands.
Tools built for someone else
Designed from scratch for how accounting firms actually operate.
No client self-service
A portal your clients will actually use — document uploads, status checks, messaging.
Built For
Get Early Access
Plumline is currently in development. Join the waitlist to be among the first to experience practice management designed for how you actually work.