Questions without ownership
A client query remains unanswered because it is unclear which team member should reply.
Backed byClient Communication & Intake for Bookkeeping Firms Books balanced.
Client Communication & Intake for Bookkeeping Firms Books balanced.
Calls covered.
Connect bookkeeping inquiries, client questions, engagement notes, and follow-ups. Zweelie helps your firm manage communication around the monthly work.
Customer work for bookkeeping firms
Zweelie helps bookkeeping firms manage the communication that surrounds recurring client work. An unanswered question, onboarding request, or missing explanation can delay the next step. Keep client conversations and follow-up ownership together so staff can see what is waiting without searching personal notes and text threads.
Built around the work of: bookkeeping firm owners, independent bookkeepers, client service managers.
When a request gets lost, the work can follow.
The customer communication problems that bookkeeping firms need to solve.
What's at stake
Onboarding context scattered
Scope discussions, contact details, and engagement notes do not travel together.
Repeated client chasing
Staff cannot tell whether another colleague has already asked for the missing explanation.
From the first inquiry to an owned next step
Example workflow for bookkeeping firms; your staff confirm scope, timing, and any professional decisions.
Capture the engagement inquiry
Collect the requested service, business contact, and a description of the client's needs.
Keep the conversation connected
Link engagement notes and permitted supporting files to the contact and assign the next discussion.
Track the client response
Use follow-up reminders for outstanding questions and payment requests while accounting work remains in the ledger system.
Capabilities
One customer history, from inquiry to follow-up
Give your team calls, forms, opportunities, files, notes, and payments that share customer context. Features and usage allowances depend on your plan.
Calls and SMS
Configure your receptionist and call routing. Keep customer texts, call summaries, and request details available for your team's response.
I run Elm Café and need monthly bookkeeping. Can we talk about the setup?
Thanks, Nina. Casey will follow up with you.
Monthly books for Elm CaféAssigned to Casey Morgan
Thanks, that works for me.
Casey has your request.
NW
Nina Wallace
1 call
Nina requested a bookkeeping introduction for Elm Café. Ask about the current workflow before scoping the engagement.
Opportunities
Review potential work from calls, texts, and forms. Assign a responsible person and follow-up reminder so the next customer conversation has an owner.
Monthly books for Elm Café
Nina Wallace
Files
Link customer-provided photos and documents to contacts and opportunities. Give the person handling the request the materials needed for review.
NW
Nina Wallace3 files
Drop files hereFiles for monthly books for elm café
engagement-scope.pdfNina Wallace · Monthly books for Elm Café
Documentonboarding-checklist.pdfNina Wallace · Monthly books for Elm Café
Documentclient-question.pdfNina Wallace · Monthly books for Elm Café
DocumentForms
Build an intake form around business contact, requested bookkeeping support, current workflow. Accept relevant files and connect submissions to customer opportunities.
Pebble Brook BooksBookkeeping consultation
Tell our team what you have in mind.
Form submitted
Monthly books for Elm Café
Payments
Your team can send an agreed payment link and view payment activity alongside the customer history. Stripe and Square connections are available; provider capabilities vary.
Pebble Brook Books$420Monthly books for Elm Café
- Customer
- Nina Wallace
- Status
- Draft link
Notes
Keep your team's observations and agreed next steps attached to the customer or opportunity, rather than in separate personal notes.
CM
Monthly books for Elm Café
Nina requested a bookkeeping introduction for Elm Café. Ask about the current workflow before scoping the engagement.
Nina WallaceMonthly books for Elm CaféIn progressTB
Quarterly catch-up project
DraftMateo needs quarterly catch-up support. Schedule a discussion about the records and handoff process.
Mateo CruzQuarterly catch-up projectOpenIntegrations
Works with the tools you already use
Zweelie connects with Stripe, Square, and Google Calendar so payments and dates end up where your team already looks.
Don't see an integration here? We can build it.
Keep your specialist tools. Connect the customer conversation.
Retain accounting ledgers, payroll, reconciliation, financial reporting, and bank credentials in approved systems. Zweelie is a client-work companion, not a bookkeeping or payroll engine.
Zweelie brings customer communication, intake, and follow-up ownership together on web, iOS, and Android. Review your team's requirements and available plan features before moving a workflow. Read our privacy policy or talk through your workflow in a demo.
Pricing
Simple plans that grow with your business.
Capture new inquiries, stay on top of opportunities, and automate routine work as your business grows.
Small Business
$49/ month
Capture every lead with your business team.
- 2 team members per business
- 1 business phone line
- 75 call minutes monthly
- 100 text messages monthly
- Up to 100 contacts
- Up to 15 open or in-progress opportunities
- Activities, contacts, opportunities, calendar, files, and notes
Business
$129/ month
Handle more inquiries and keep every opportunity organized.
- 2 team members per business
- 1 business phone line
- 300 call minutes monthly
- 250 text messages monthly
- Up to 500 contacts
- Up to 50 open or in-progress opportunities
- Activities, contacts, opportunities, calendar, files, and notes
Business Pro
$499/ month
Automation and collaboration for the whole operation.
- Up to 3 team members
- 3 included business phone lines
- High-volume calls and texts, subject to fair use
- Unlimited contacts
- Unlimited opportunities
- Multiple locations
- All products, including conversations, forms, and reports
Questions from bookkeeping firms
Will Zweelie connect to our accounting software?
Coming soon: accounting software integrations to connect more of your client workflow. Supported providers and available connections will be confirmed before launch. Today, use Zweelie for client communication, files, and follow-up while your accounting software handles ledger entries, reconciliation, and reporting. Need this sooner? Contact us to discuss your requirements and timing.
What should bookkeeping firms keep in their existing systems?
Retain accounting ledgers, payroll, reconciliation, financial reporting, and bank credentials in approved systems. Zweelie is a client-work companion, not a bookkeeping or payroll engine.
Can our owner and office team work from the same customer history?
Yes. Zweelie connects calls, texts, contacts, files, notes, and opportunities so the people handling a request can review its history. Assign opportunities and follow-up reminders to your team. Team access and product availability depend on your plan and permissions. This page is written for bookkeeping firm owners, independent bookkeepers, client service managers.