Accountants Business Management Software

Simplify your accounting operations with CQ. Our all-in-one business management software helps you manage client onboarding, job tracking, document signing, and team coordination, client comms and more — all from one streamlined system. Whether you're handling tax returns, audits, or advisory work, CQ keeps your firm organized, productive, and scalable.

All-in-One Practice Management for Accountants

Transform the way your accounting firm operates with CQ’s fully integrated business management platform. From managing new client enquiries and project timelines to automated task tracking, document storage, and secure e-signatures — CQ keeps everything organized in one central place. Track time, streamline communication, and stay on top of profit margins with built-in analytics and financial reporting tools. Whether you're handling tax returns, audits, or advisory services, CQ empowers your team to work smarter and scale confidently.

Manage Every Client Relationship in One Place

Track all your client details, documents, and communication history in one clean, searchable system. From onboarding new clients to long-term advisory work, you’ll always have full visibility and context at your fingertips — no more digging through emails or spreadsheets. Segment, filter, and prioritise clients with ease so you can focus on the relationships that matter most.

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Complete Project Tracking, Built for Service Delivery

Every job or service is fully tracked from start to finish — with its own calendar, Gantt timeline, task board, document vault, and reminders. Easily assign responsibilities, attach relevant files, and track progress in real time. Whether it's a one-off audit or recurring monthly service, CQ keeps everything organised, visible, and moving forward.

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Visual Task Management for You and Your Team

Use drag-and-drop task boards or Gantt charts to keep every team member aligned. See who’s working on what, when tasks are due, and where bottlenecks are — helping your firm stay agile and accountable. Break projects into clear, manageable steps and gain instant visibility over progress without needing constant check-ins or status updates.

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Send, Sign, and Store Documents — All in CQ

Forget chasing email attachments and scattered folders. Share contracts and letters of engagement via secure links, allow clients to sign digitally, and lock final documents for compliance. Eliminate the need for third-party tools like Docusign and keep your entire document trail secure, centralised, and fully auditable.

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Understand Your Profitability in Real-Time

Track estimated vs. actual profit for each job or client. Monitor overheads, staff time, and project margins with simple built-in reports — no spreadsheets or clunky integrations required. Gain a true picture of your firm’s financial health at a glance and make confident, informed decisions that drive sustainable growth.

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Bring Clarity to Team and Client Communication

Log calls, emails, and meetings automatically — no more scattered notes or forgotten follow-ups. Assign client-related follow-ups, schedule callbacks, and track all external communication in one place. Every message is tied to the right lead, job, or client, giving your team full visibility without cluttering internal channels. For internal communication, CQ includes a built-in team chat system — keeping your team connected without relying on third-party tools.

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Track Staff, Certifications, and HR Essentials in One Place

Store important HR documents like contracts, training records, and certification renewals directly on each staff profile. Add custom fields for skills and attributes, track performance reviews, and set reminders for upcoming renewals or reviews. View timesheets, job history, and project involvement — giving you a complete, real-time picture of each team member.

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Make Smarter Decisions with Real-Time Insights

Access clear, actionable reports on profit margins, project performance, staff utilisation, and financial trends — all without exporting data to spreadsheets. Whether you're reviewing team output, analysing service profitability, or forecasting revenue, CQ gives you the insights you need to lead with clarity. Every number ties back to real work being done, so you’re not just looking at data — you’re making decisions with confidence.

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Stay on Top of Every Lead, From First Contact to Conversion

Capture, track, and follow up on every enquiry without letting opportunities slip through the cracks. Whether leads come from referrals, your website, or email campaigns, CQ helps you qualify, tag, and convert them with ease. Build a predictable pipeline, track follow-ups, and move prospects smoothly into active clients — all from one clear, centralised dashboard.

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Driving Excellence in Accountancy Operations

In a fast-moving, detail-driven profession, CQ Business Management Software gives accountancy firms the structure, clarity, and control they need to grow. From streamlined lead management and precise job tracking to full financial oversight and integrated HR tools, CQ brings every part of your operation into one clean, connected system.

Whether you're managing recurring client work, tracking staff performance, or analysing profitability, CQ replaces disconnected tools with one platform built to support your entire team. See how much easier, faster, and more scalable your firm can become — book a free demo today and take the first step toward smarter business management.

FAQs

How does CQ differ from traditional accounting practice management software?

CQ is designed for the complete business workflow, not just accounting tasks. While we integrate with your existing accounting software (Xero, QuickBooks, Sage), we focus on client relationship management, project coordination, team collaboration, and business growth - areas where traditional accounting software falls short.

Can CQ handle different types of accounting services (tax, audit, bookkeeping, advisory)?

Absolutely. CQ's flexible project management system adapts to any service type. Whether you're managing annual tax returns, ongoing bookkeeping clients, complex audit engagements, or advisory projects, you can customize workflows, track time, manage deadlines, and maintain client communication all in one platform.

How does CQ integrate with existing accounting software like Xero or QuickBooks?

CQ complements your accounting software by handling the business management side. While Xero/QuickBooks manage the financial data, CQ manages your client relationships, project timelines, team coordination, document sharing, and business operations. Data can be synchronized to avoid double-entry.

What's included in CQ's client management for accounting firms?

Complete client lifecycle management including lead tracking, proposal generation, engagement letters, project planning, deadline management, document storage, secure client portals, communication logs, and relationship tracking. Everything needed to deliver exceptional client service beyond just the accounting work.

How does CQ help with compliance and deadline management?

CQ provides automated deadline tracking for tax filings, regulatory submissions, and client deliverables. Set up recurring deadlines, automated reminders, and escalation workflows. Track compliance requirements, maintain audit trails, and ensure nothing falls through the cracks during busy periods.

Can CQ track profitability by client and service type?

Yes, CQ provides detailed profitability analysis by client, service type, team member, and time period. Track actual time against quoted fees, identify your most profitable services, optimize resource allocation, and make data-driven decisions about pricing and service offerings.

How does CQ handle document management and client file sharing?

Secure document management with version control, access permissions, and client portals for safe file sharing. Store engagement letters, tax documents, financial statements, and correspondence in organized, searchable folders. Clients can securely upload documents and access their files 24/7.

Is CQ suitable for small accounting practices or solo practitioners?

Definitely. CQ scales from solo practitioners to large firms. Small practices benefit from professional systems that help them compete with larger firms by delivering exceptional client service, maintaining organized operations, and growing efficiently without administrative chaos.

How does CQ support team collaboration in accounting firms?

Built-in team collaboration with task assignment, progress tracking, internal communication, workload management, and knowledge sharing. Coordinate complex engagements across multiple team members, track who's working on what, and ensure consistent quality and deadlines.

What kind of reporting does CQ provide for accounting firms?

Comprehensive business reporting including client profitability analysis, team utilization rates, service line performance, deadline tracking, client satisfaction metrics, and business growth indicators. All reports are real-time and can be customized for partners or exported for presentations.

How long does it take to implement CQ in an accounting firm?

Most accounting firms are operational within 1-2 weeks. This includes importing client data, setting up service templates, configuring team access, and training staff. We provide dedicated onboarding support and understand the unique needs of accounting practices.

How secure is sensitive client financial data in CQ?

CQ uses bank-level security including SSL encryption, secure data centers, role-based access controls, regular security audits, and compliance with financial data protection regulations. Your client information is as secure as online banking systems, with full audit trails for compliance.

Schedule Your Personalized Demo Now

Use the calendar below to select a convenient time for your personalized CQ demo. Discover how our software can transform your business operations, one feature at a time.

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What our clients say

The Biggest Difference

CQ has made one of the biggest differences to our business that I can think of. Pulling together every department and creating the ability to manage every area of our business from one place.

Ben Reynolds

A Complete Must

This is simply the best software, its an absolute must if you want to grow your business and take it to another level

John Constanti

Game Changer

Since using CQ we have freed up so much extra time for the business and has made us so much more organised and productive.

Ben Zenth

Really Amazing Software

We've been using CQ for some time now and it has totally transformed our business, from quotation to management it has everything we had been crying out for.

James Oliver

Empower your business today

If you're seeking a comprehensive solution to streamline your operations, enhance inter-departmental communication, and drive business growth, look no further. CQ is the all-in-one business management software designed specifically for large businesses. Start your journey towards increased efficiency and profitability today. Click the button below to book a FREE DEMO or contact our team on 0204 548 4000.

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About Us

Accountants Business Management Software

All-in-One Practice Management for Accountants

Manage Every Client Relationship in One Place

Complete Project Tracking, Built for Service Delivery

Visual Task Management for You and Your Team

Send, Sign, and Store Documents — All in CQ

Understand Your Profitability in Real-Time

Bring Clarity to Team and Client Communication

Track Staff, Certifications, and HR Essentials in One Place

Make Smarter Decisions with Real-Time Insights

Stay on Top of Every Lead, From First Contact to Conversion

Driving Excellence in Accountancy Operations

FAQs

Schedule Your Personalized Demo Now

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Accounting Practice Growth: Scaling Your Client Base

How to Choose Business Management Software for Accounting Firms: A Strategic Decision Guide

Best Business Management Software for Accountants 2025: Complete Practice Management Guide

What our clients say

Empower your business today