Client Group Management Software for Accounting Firms
FinnDesk is client group management software for accounting firms that look after families, business groups and related entities. Link every entity under one group to see work, deadlines, billing and compliance across all of them at once.
- Link entities under a parent group with one click
- Rolled-up view of tasks, deadlines and billing across all entities
- Assign different team members to different entities within the same group
- Group-level reports and invoicing alongside individual entity records
Groups
LIVE3
Active groups
- Apex Holdings — 4 entities 12 open tasks
- Meridian Group — 3 entities 2 overdue
- Orbit Family Office — 2 entities On track
- Nexa Group — 5 entities 8 open tasks
- Vertex Corp — 2 entities 1 pending
Groups managed
14
Entities linked
47
Tasks across groups
183
5x
Faster group status review vs checking each entity
0
Entities that slip through without review
100%
Visibility into work across the whole group
What Groups does for your accounting firm.
Parent–child entity linking
Attach any number of client entities to a parent group. A promoter's five companies become one relationship instead of five separate records.
Group-level dashboard
Open any group and see every open task, upcoming deadline, outstanding invoice and compliance item rolled up across all its entities.
Entity-level drill-down
Click into any entity within the group to get the individual view — the group context is always one click away.
Flexible team assignment
Different team members can own different entities within the same group. Visibility is shared at the group level so nothing falls through the cracks.
Group invoicing
Send a consolidated invoice covering work across all entities, or individual invoices per entity — your choice on each billing cycle.
Group compliance calendar
See all statutory deadlines across every entity in the group on a single calendar, filtered by jurisdiction or deadline type.
Four steps, and then it looks after itself.
Configuration is a one-off. After that the module runs on your schedule and only asks for a human when something genuinely needs one.
- 1
Create a group
Name the parent (e.g. "Apex Holdings") and link the existing client entities that belong to it.
- 2
Assign work
Tasks and deadlines created at the entity level automatically appear on the group dashboard.
- 3
Review at group level
Open the group to see the rolled-up status — what's on track, what's overdue, what's unbilled.
- 4
Bill the group
Raise a consolidated invoice covering all entities or separate invoices per entity with one action.
Groups for accounting firms, answered
What is client group management for accounting firms?
Many clients are more than one entity — a family with several companies, or a business group with subsidiaries. Client group management links those entities so you can see and bill their work together, while each entity keeps its own compliance schedule.
Can one entity belong to multiple groups?
No — each entity has one parent group. This keeps the hierarchy clean and ensures rolled-up reporting is accurate.
Can we set up tasks and compliance schedules at the group level?
Tasks are created at the entity level and roll up to the group. Compliance schedules can be applied to each entity individually and viewed together on the group calendar.
Can different team members manage different entities in the same group?
Yes. Entity-level ownership is independent — you can assign a different manager to each entity while still seeing everything at the group level.
Does billing at the group level combine all entity work?
Yes. You can generate a single consolidated invoice that draws billable items from every entity in the group, or keep invoicing per entity — configurable per group.
Still have a question? Talk to us
Pairs well with
04
Client Management
One record per client — contacts, documents, deadlines, history and billing in one place.
05
Task Management
Recurring work, deadlines, checklists and handoffs — tracked without a status meeting.
06
Billing & Invoicing
Turn delivered work into invoices, send reminders automatically, and watch receivables shrink.
Put Groups to work this week.
Start with this module alone, or switch on the rest of the platform alongside it. Either way, setup takes minutes rather than a quarter.
14-day free trial · No credit card · Setup in under 10 minutes