Client messages arrive on every channel, and the paperwork is still missing.

Rocketly is a CRM layer for client communication and practice workflow: requests from connected channels attach to a single client record, document reminders are planned, a filing-season task list is built, and fee proposals and engagement letters are tracked. Keeping statutory books, preparing returns and submitting filings stay in your existing accounting software; the two run in parallel.

No. Rocketly does not prepare returns, does not submit filings and does not keep statutory books. Your ledger and filing software keeps running in parallel and Rocketly does not stand in for it. What Rocketly does is keep client communication, incoming documents, open tasks and the engagement process visible in one place so nothing depends on a personal notebook.

No. Pre-Accounting is a separate add-on and stays within pre-accounting scope: current accounts, invoices and collection visibility. Tax filings, statutory ledger entries and financial statement production sit outside it and continue in the accounting software the licensed professional uses. Whether the add-on is switched on depends on your plan and the firm’s preference.

Yes. Connected sources such as WhatsApp Business, a personal WhatsApp line, email, website forms, the live chat widget, Telegram and SMS appear in the same inbox and attach to a client record. Rocketly supports 12 channel types in total; which ones you can open depends on your account configuration and plan.

You define a document list per client group and then build a workflow: a trigger (the period starts), a condition (the checklist is still open) and an action (reminder draft, task or notification). Workflow Builder ships with 55 templates and offers 46 trigger types; you decide the reminder wording and the send-approval step according to firm policy.

Yes. Prepare the fee proposal as a PDF in the quote module, share it through a client-specific link and follow its view status. The signed text is kept in the contracts module, and a reminder sequence can be built for agreements nearing their end date. Collection status is visible from the client card through invoice records, and an overdue balance opens a task for the owner.

Access is role-based: you define which user sees which client record, thread and report. The infrastructure is built to operate in line with data protection requirements and activity history is retained, so correspondence stays with the practice when staff change. Internal permission design, retention periods and professional confidentiality rules remain your organization’s responsibility.

Yes. Bulk import runs from CSV, Excel, VCF and Google Sheets, mapping company name, tax office, contact person, phone, email and custom fields. Checking the mapping with a small sample file before the full import is recommended. The client cards in your accounting software stay where they are; only the communication and process side moves to Rocketly.

Yes. There is a permanently free plan and no credit card is requested. AI reply drafts, advanced workflows, the Pre-Accounting add-on and some channel connections sit in paid plans; the pricing page shows which feature belongs to which plan. Most practices start with one channel and the document reminder flow before widening the setup.