Built for Accountants
Client work, organized. Even during tax season.
Keep every deadline, document, and client conversation connected. Deliver exceptional service without the stress.
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THE PROBLEM
Sound familiar?
Common challenges we help accountants solve.
Tax deadlines across dozens of clients are easy to missDeadline tracking with automatic reminders per client
Client documents scattered across email, portals, and drivesEvery document linked to the right client and tax year
Seasonal crunch makes it hard to stay on top of communicationSee who you haven't heard from and needs attention
New staff can't find context on existing clientsComplete client history visible to authorized team members
HOW COHERENCE HELPS
Built-in features to streamline your workflow.
Client recordsComplete timeline of documents, emails, and notes per client.
Deadline calendarTrack filings and renewals across all clients in one view.
Email syncClient emails automatically organized—no manual filing.
Custom fieldsTrack entity types, tax years, compliance status, and more.
PRICING
Simple, transparent pricing.
Start free and scale as your team grows. No hidden fees.
QUESTIONS
Frequently asked questions.
Is Coherence compliant for handling sensitive client data?
Security is our priority. We use bank-level encryption, are hosted on SOC 2 certified infrastructure, and you control exactly who can access what with granular permissions.
Can I integrate with my practice management software?
We integrate with common accounting tools and are building more connections. Import clients from CSV or connect your email to get started immediately.
How do I manage multiple entities for the same client?
Coherence's flexible data model handles this perfectly. Create relationships between entities and individuals, and see everything connected on one timeline.