Product features

Accounting practice management features in Claister

See how Claister organizes client work, from the next accounting period to the documents and effort needed to complete it.

These pages describe the current product and use actual screens from a fictional local workspace. The app UI is English and Russian; the website and guides are available in English and Lithuanian. Your ledger remains the financial source of record.

Claister Recurring matrix showing client rows and October task cycles in a fictional workspace

Recurring task management for accounting firms

Organize monthly, quarterly and yearly client work in Claister. See recurring cycles, deadlines and task history in one accounting-firm workspace.

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Claister Request documents form with fields for title, accounting period, due date and requested items

Document collection software for accountants

Collect client documents with itemized requests, accounting periods and review in Claister. Keep missing, returned and accepted files distinct.

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Claister client Portal section showing invitation controls and a People with access tray in a fictional client record

Client portal for accounting firms

Give clients a company-scoped portal for document requests, shared files and payment information in Claister. Manage invitations from the client record.

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Claister client Time tab with five hours of fictional saved time and breakdowns by task and person

Time tracking for accounting firms

Record accounting time by client, person and task in Claister. Review timers before saving and keep actual effort separate from future planning.

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