Why Choose GetMy Books?
The complete client management solution for modern accountants
Client Relationship Management
Track all client interactions, communications, and history in one centralized hub. Never miss a follow-up or important deadline.
Xero Integration
Seamlessly sync with Xero to keep client financial data, invoices, and transactions always up-to-date. Two-way sync included.
Document Management
Store client documents, engagement letters, and compliance records securely. Quick search and retrieval when you need it.
Task & Deadline Tracking
Automated reminders for tax deadlines, client meetings, and compliance requirements. Stay on top of everything effortlessly.
Secure & Compliant
Bank-level encryption, GDPR compliant, and SOC 2 certified. Your client data is protected with industry-leading security.
Practice Analytics
Understand your practice performance with built-in reporting. Track revenue, client retention, and team productivity.