Sonaris for accountants
Onboarding questionnaires, fixed-fee packages, a project for every return and a room where clients drop their receipts. A small practice can run the whole year, including deadline season, from one workspace.
- An onboarding form that fills the pipeline2 / 14FormsCRM
- Fixed fees, paid by milestone4 / 14CommercePayments
- A project and a room for every return10 / 14ProjectsChecklistsFolioFilesChatProfiles
- Engagements, records and queries connected12 / 14FlowsMessages
An illustrative workspace. The business, people and figures are fictional.
An onboarding form that fills the pipeline
The new-client questionnaire is a Sonaris form embedded on the website you already have. Each submission becomes a contact and a deal with the answers attached, and the pipeline shows who is quoted, who has engaged and who has gone quiet.
- Drag-and-drop fields with validation, embeddable on any site
- Public submissions are spam-safe
- Deals and pipelines with stage automations
- Bring your existing client list in from CSV
Fixed fees, paid by milestone
Each service is a Commerce package with a fixed price. When a client engages, the contract carries milestones, so the engagement fee, the draft sign-off and the filing are each invoiced at the right moment and paid into your own Stripe account.
- Services, packages and contracts with milestones
- Invoices paid straight into your own connected Stripe account
- Bank transfers can be recorded against the invoice by hand
- Every transaction shows on the client's record
A project and a room for every return
Each return runs from a project template with phases for records, bookkeeping, review and filing. The records checklist attaches to the client's project, they drop receipts into their project's chat room as a guest, and a shared page tells them exactly what to send.
- Templates with phases, owners and a timeline of every deadline
- Checklists attached to any task, project or deal
- Files dropped in chat land in the project's folder, with version history
- Guests see their own project, room and pages, and nothing else
- Bank statements, April to MarchFiles
- Sales invoices issuedFiles
- Mileage logFiles
- Equipment receiptsIn chat
- Pension contributions
Deadline season without the chasing
Messages gives the practice a shared clients@ inbox with owners and internal notes, and CRM tickets put an SLA on every query. Flows turns an engagement into a project and contract, moves returns along when the records are in, and reassigns a query before it goes stale.
- Shared inboxes with ownership, read state and internal notes
- Tickets with SLAs, and every thread filed on the contact
- Segments and newsletters for reminders to the clients who need them
- Every flow run has a log you can read
- Trigger · CRMDeal moved to Engagedwhen
- Action · ProjectsCreate project from “Self-assessment” templatethen
- Action · CommerceDraft contract from the deal valuethen
- Action · ChecklistsAssign “New client onboarding” to Hanathen
- Action · ChatInvite the client to their room as a guestthen
- Trigger · Checklists“Year-end records” completedwhen
- Action · ProjectsAdvance to the Review phasethen
- Action · MessagesSend “We have everything” from clients@then
- Action · ChatPost to #reviewsthen
- Trigger · CRMTicket unanswered for one working daywhen
- ConditionClient is tagged “self-assessment”if
- Action · MessagesAssign the thread to Owenthen
- Action · ChatPost to #clientsthen
Every client, every return and every deadline on one board
The questionnaire, the contract, the records, the conversation and the invoice all sit on the same client record, so the practice can see in one place where each return stands and what it is waiting for.
Records
Review
Filed
- ChecklistsNowak records complete
- ProjectsNowak moved to Review
- FormsNew client: Ada Fernsby, illustrator
- MessagesQuery answered and closed
- CRMReminder to 13 clients with records due
- PaymentsFiling milestone paid · £300
- ProjectsOkafor Design moved to Filed
Start with one module. Add the rest as you grow.
Every module works with every other from the day you switch it on, and your data exports whenever you want.