Built for Accountants

Accountants on Mewayz
Manage 3× More Clients
— Without Hiring More Staff

Replace QuickBooks, your project management tool, CRM, and client communication platform with one connected system. Pre-built for accountants, bookkeepers, and tax practitioners.

Start Free for Accountants See Accounting Demo
14-day free trial No credit card required 3× more clients Invoices 5× faster 30-day money-back guarantee
Accounting practices also use Mewayz to white-label a platform for their clients
Offer your clients a branded bookkeeping and financial management platform under your firm's domain. Accountants on the White-Label plan earn an average of $2,800/mo in additional recurring revenue.
See white-label accounting platform setup
The accounting practice trap

Sound familiar?

These are the three biggest efficiency drains killing accounting practice growth.

Files everywhere

Client files across email, folders, and tools

Client documents in email, working files in folders, account data in QuickBooks, and communications scattered across three tools. Zero central view means constant context-switching just to answer a client question.

Invoice chasing

Payment reminders is a full-time job

Chasing outstanding invoices manually means time spent on payment admin instead of billable client work. The average accounting practice has 22% of invoices overdue at any given time.

Another tool for practice management

Tasks, deadlines, and staff in yet another platform

Practice management tools like Karbon or TaxDome on top of QuickBooks, email, and a CRM means 4 logins before you can answer a simple client question about their accounts.

Mewayz eliminates all three. One platform, one price, one login for every client and every engagement.

Accountant-specific modules

Six modules accountants actually need

Each module is pre-integrated — data flows from client onboarding to engagement tracking to billing automatically, with no manual exports or tool-switching.

Accounting IFRS-ready accounts

Double-Entry Accounting — IFRS-Ready Books

Full chart of accounts, journal entries, trial balance, profit & loss, and balance sheet. Multi-entity support for practices managing books across multiple client companies from one dashboard.

Chart of accounts Journal entries P&L & balance sheet Multi-entity
Invoicing 5× faster billing

Invoicing & Billing — Send Invoices in Seconds

Professional invoice templates, recurring billing for retainer clients, automatic overdue reminders, multi-currency support, and retainer billing tied to your engagement schedule.

Professional invoices Recurring billing Overdue automation Retainer billing
Client Portal 80% fewer client emails

Client Portal — Clients Serve Themselves

Clients log in to view invoices, approve quotes, share documents, sign off on completed work, and track real-time progress. Eliminate the email back-and-forth that consumes hours every week.

Invoice view Quote approval Document sharing Work sign-off
Projects Never miss a deadline

Project & Task Management — Never Miss a Deadline

Engagement tracking, staff assignments, deadline management, time tracking against each client, and direct billing from timesheet entries. Every engagement is visible, every deadline is tracked.

Engagement tracking Staff assignments Deadlines Time tracking
CRM Full client lifecycle

CRM & Relationship Management — Every Client, Full History

Complete client profiles, full communication history, automated renewal reminders, and upsell opportunity tracking. Know exactly when each client's engagement ends and what services they're missing.

Client profiles Communication history Renewal reminders Upsell tracking
Compliance Compliance built in

Reports & Compliance — Built-In Statutory Reporting

VAT/GST reports, financial statements, full audit trail, and export-ready files for HMRC, ATO, SARS, and other tax authorities. Compliance documentation that used to take hours now takes minutes.

VAT/GST reports Financial statements Audit trail HMRC/ATO/SARS export
Get started

From sign-up to your first automated invoice in one afternoon

No accountant cert required. No complex configuration. No weeks of migration.

Step 1

Set Up Your Chart of Accounts

Start with our pre-built chart of accounts template or import your existing structure. Add your practice details, tax registration numbers, and currency settings.

Takes ~30 minutes
Step 2

Import Clients & Go Live

Import your client list from CSV or add clients manually. Invite them to their portals, assign engagements, and send your first invoice — all within the same session.

Takes ~1 hour
Step 3

Manage Engagements & Bill Automatically

Track time against engagements, manage deadlines, and trigger invoices automatically when milestones are hit. Add new clients without adding overhead.

Ongoing — fully automated
Accountant success stories

Accountants and bookkeepers already on Mewayz

Real practitioners, real numbers — not marketing copy.

"I moved from QuickBooks + Asana + FreshBooks to Mewayz in one weekend. I now handle 60 clients solo. Before Mewayz, 40 felt like maximum capacity. The client portal alone eliminated two hours of email per day."
D
David L. Chartered Accountant, London, UK Solo practice, 60 clients
40 → 60 clients solo
"The client portal eliminated 80% of my email. Clients upload documents, view invoices, and approve quotes — all in one place. My response time dropped from days to minutes because everything is already there when I look."
N
Nkechi O. Bookkeeper, Lagos, Nigeria Independent bookkeeper, 28 clients
80% less client email
"The ATO-compatible reporting saved me 6 hours per BAS season. And my clients love that they can see exactly where their books stand at any time — without calling me. It's changed the entire nature of my client relationships."
B
Ben H. Tax Practitioner, Sydney, Australia Tax practice, 45 clients
6 hrs saved per BAS season
Frequently asked questions

Accountant FAQs

Yes. Mewayz supports import of chart of accounts, client lists, open invoices, and historical transaction data from QuickBooks and Xero via CSV or direct export. Our onboarding team can assist with migration at no extra cost during your trial period.
No. The client portal is designed to be frictionless — clients receive an email invitation, set a password, and immediately see their invoices, documents, and account overview. Most clients navigate it without any training. Average first login takes under 3 minutes.
Yes. Each client company has its own isolated accounting entity — separate chart of accounts, separate bank accounts, and separate financial reports. You can switch between client entities with one click from your practice dashboard. All time and billing is tracked per client entity.
Mewayz currently generates compliant reports and export files for HMRC (UK VAT returns, Making Tax Digital), ATO (Australian BAS/GST), SARS (South Africa), IRAS (Singapore GST), and FIRS (Nigeria). The platform uses IFRS-aligned accounting standards for all financial statements. Additional jurisdictions are added regularly — contact support to check for your region.
Ready to manage more clients without more stress?

Start Free

14-day free trial. Set up your chart of accounts, import your clients, and send your first automated invoice in one afternoon.

Start Free for Accountants See Accounting Demo
SOC 2 compliant GDPR ready 30-day money-back Live onboarding support
For Small Business Try Live Demo View Pricing For HR Teams For Agencies
Frequently asked questions

Accountants FAQ

Mewayz handles invoicing, expense tracking, payments, and client management — replacing QuickBooks and Xero for most SMB accounting needs. You can also export data to QuickBooks or Xero if you prefer to keep those for your own firm's books while running client work in Mewayz.
Yes. The CRM and project modules let you manage unlimited clients, track their tasks, invoices, and communications in one place. You can assign team members to specific client accounts and set permission levels so staff only see the clients they work on.
Yes. Mewayz generates profit/loss summaries, invoice aging reports, payment history, and expense breakdowns. You can export these as PDF or CSV to share with clients or use for filing. For full GAAP-compliant financial statements, use alongside your accounting software.
Create recurring invoices for monthly retainer clients, one-off invoices for project work, and set up automatic payment collection via Stripe or PayPal. Track which invoices are outstanding and send automated payment reminders — reducing time spent chasing receivables.
Yes. Each client is a separate contact with their own project history, invoice records, and communications log. Team members can only see the clients and data they have permission to access. Your clients' data is never mixed or visible across accounts.

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