Whether you run tax season at a single office or coordinate work across a growing team, Untangly adapts to your practice model.
Unify client work, recurring jobs, and team ownership so partners spend less time chasing status and more time advising clients.
Keep filing deadlines, document requests, and client approvals on track when volume spikes and timelines compress.
Give bookkeepers one queue for client requests, reconciliations, and recurring deliverables without inbox chaos.
Standardize delivery across locations while giving each office the flexibility to run its own client portfolio.
"We replaced scattered spreadsheets with one connected queue. Our team finally knows who owns what — and clients feel the difference."
Nadia Rahman
Managing Partner, Northline Accounting
"You're making things so easy for me and my team… it's hard to justify an extra team member, even though I'm growing rapidly. It's not replacing labor; it's just letting accountants do accounting work — the software does the things that we don't want to do."
Andrew Payne
Founder & President, Flax CPA & Business Solutions
"Client communication no longer slips through the cracks. The timeline and reminders have become our daily command center."
Mariam Solis
Client Service Manager, Balance & Co
Set up in a day. Adopted by your whole team. Felt by every client. Every week you spend chasing clients over email and reconciling disconnected tools is a week you're not growing.
