Client onboarding
Capture company details, accounting choices, payroll needs, users, documents, and outstanding setup work in a repeatable process.
For accounting firms
One workspace for every company you manage.
Move across clients without losing context. Kittum keeps the books, payroll work, documents, questions, deadlines, and review history together for each company.
A calmer workday
Start with the clients that need a decision.
See overdue documents, payroll changes, unreconciled activity, upcoming deadlines, and work waiting for review before opening another spreadsheet or inbox.
- One queue across the practice
- Clear owner and next step
- Direct path back to the company records
Across the practice
Keep work moving across the practice.
See every client at a glance
See which companies need information, review, reconciliation, payroll attention, or a deadline decision.
Roles and review
Give staff access to the companies and work they need while keeping preparation, approval, and history clear.
Talk with us about your firm’s current process.
We are speaking with accounting firms about client onboarding, close, payroll, documents, and review.