TCH for Accountants & Advisors
Every engagement scoped, visible and on the record.
For accountants, bookkeepers and advisors. TCH gives you the client workspace that ends fee surprises and the endless chase for documents.
Where it breaks down today
Scope creeps, the client can't see progress on their year-end, and you burn days chasing the documents you need. The fee conversation is always awkward because they didn't watch the work.
Why the Live Interface
The Live Interface is the engagement, visible: fixed-fee scope stated up front, a document request list the client works through themselves, year-end progress as stages. The client watched the work, so the invoice isn't a surprise.
What your client watches
The engagement, in the open
Scoped, no surprises
Fixed-fee scope on the record: the fee conversation, disarmed.
Document requests
The client works through a list themselves: the days you spend chasing, returned.
Confidential exchange
Financials moved in a private, auditable module.
Your client joins free
The client works through the engagement in your workspace without paying for a seat, on every plan.
CAANZ / CPA membership, checked at the source and dated.
Free to join · No card needed