Most accounting firms still operate across spreadsheets, shared drives, email threads, CRMs, and disconnected task tools. This fragmentation creates gaps in ownership, visibility, and accountability across day-to-day client work.
As a result, firms struggle with:
Cinqd eliminates this operational friction by replacing tool overload with one connected system, purpose-built for compliance-heavy, workflow-driven accounting firms.
Keep all client data and documents in one secure place.
Create branded engagement letters with automated workflows.
Run VAT, payroll, bookkeeping, and year-end with repeatable flows.
Manage staff roles, permissions, training, and capacity in one hub.
Cinqd connects the full accounting lifecycle from proposal to delivery to reporting.
Stop losing time jumping between CRM, spreadsheets, email, task tools, and HR systems.
With Cinqd, you can:
Cinqd is a complete accounting practice management system designed to reduce risk, streamline workflows, and give partners full visibility.
Reduce compliance risk with centralised data
Automate onboarding and recurring workflows
Track deadlines and workload in one dashboard
Improve collaboration between partners, staff, and clients
Secure data with role-based permissions
Gain visibility into profitability by client
Emma Richards
Daniel Harper
Sofia Khan
Yes. Cinqd unifies proposals, CRM, workflows, HR, and analytics. You can manage everything bookkeeping, payroll, VAT, or year-end accounts in one connected system.
Absolutely. You can create recurring tasks and workflows that repeat automatically with due dates, reminders, and assigned owners.
Very secure. Cinqd uses role-based permissions and encrypted document storage. You control who sees what, ensuring compliance with GDPR and AML standards.
Yes. Through the Client Portal, clients can e-sign proposals, approve reports, and upload files. Every approval is timestamped and recorded.
Yes. The HR and Analytics modules show utilisation rates, billable hours, and performance by accountant or department. You can instantly see who’s overloaded or underutilised.
Yes. Cinqd integrates with Xero, QuickBooks, FreeAgent, Sage, BrightPay, Google, and Microsoft. Your emails, calendar, and accounting data stay perfectly aligned.
