Built to run a one person firm.
You are the partner, the preparer, the reviewer, the admin, the collections department, and the person who chases the T5. Untangly takes over the roles that don't need a CPA.
The math of one
A solo practice runs on maybe fifty billable hours a week of capacity, and every hour of chasing, filing, reminding, and reconstructing comes straight out of it. There is no junior to delegate to, so the administration comes out of billable capacity.
So the calculation is different for a solo practice than for a fifteen person firm. Every task the system absorbs returns an hour of capacity. The purpose of Untangly for a solo practitioner is direct: handle the same book of business in fewer hours, or a larger book in the same hours, without hiring administrative staff.
The staff you don't have to hire
Document requests send and remind themselves. Appointments book themselves. Recurring engagements create themselves each month. The evening follow up email is no longer needed.
Invoices go to the portal; clients pay by card or bank debit; overdue reminders nudge without your name on them. Awkward money conversations become system notifications.
The deadline view watches every filing so your memory doesn't have to. Templates keep your own process honest in week ten of season, when discipline runs thin.
To your clients, the portal with your logo and your domain presents the same organized experience a larger firm offers.
Honest notes for the solo buyer
You will not use all of it on day one. Start with clients, deadlines, and document requests. Add billing when you trust it, the pipeline when you have breathing room. It does not punish partial adoption.
Setup is measured in evenings, not weeks. A solo migration is usually one call and one import. You are the whole approval chain, which speeds things up considerably.
The Practice tier is priced for one. $49 a month, annual. Compare it to the tools it replaces, and to one hour of your billing rate.
It grows when you do. The day you hire, your templates, clients, and history are already there for the new person to inherit. Client knowledge is already in the system, ready for a first hire to inherit.
More capacity from the same hours.
Bring your client list to a demo and see which parts of your week the system absorbs, with your own work on the screen.
Book a demo