“ Every VAT return, corporate tax filing and licence renewal carries an owner, a due date and an escalation that fires before it is late. “
CRM for Accounting Firms.
Built in the UAE.
Client portal, document vault, VAT and corporate tax deadlines, billing and team workflows in one platform. Live in your firm in 72 hours.
Client retention across live firms
Accounting Practice Management
VAT Return Filing
UAE Corporate Tax
FTA Deadline Tracking
Audit & Working Papers
Secure Client Portal
Bookkeeping Workflow
AML & goAML Compliance
E-Invoicing Ready
Client Document Vault
Recurring Job Automation
Receivables & Collections
Accounting Practice Management
VAT Return Filing
UAE Corporate Tax
FTA Deadline Tracking
Audit & Working Papers
Secure Client Portal
Bookkeeping Workflow
AML & goAML Compliance
E-Invoicing Ready
Client Document Vault
Recurring Job Automation
Receivables & Collections
A sales CRM was never built for a compliance calendar
A sales CRM tracks a deal that happens once. An accounting firm delivers the same obligations every month, every quarter and every year, for every client, and is fined when one of them is late. That is a completely different shape of software, and it is why spreadsheets and WhatsApp survive in firms that have already bought a CRM.
The deadline calendar lives in one person's head
VAT returns, corporate tax filings, licence renewals and audit dates sit on a spreadsheet only one team member maintains. The day that person is on leave, the firm is exposed and nobody knows it yet.
The real work happens in WhatsApp
Client documents, approvals and instructions arrive in personal chats. Nothing is searchable, nothing sits on the client record, and none of it survives a staff member leaving.
Documents are in five different places
Trade licences, Emirates IDs, MOAs, bank statements and signed returns are split across email, Google Drive, staff desktops and a filing cabinet. Finding one takes hours you bill to nobody.
The work is delivered, the invoice is forgotten
The job closes, the invoice goes out late, the follow-up never happens, and a 45-day receivable quietly becomes the firm's normal.
The modules an accounting firm actually runs on
One login covers the whole practice. Every module below started as a documented problem inside a live UAE accounting firm, not as a line on a product roadmap.
Client Portal
Live job status, document exchange, approvals and messaging in a secure login, so the telephone stops being your project management tool.
Employee Portal
Tasks, timesheets, leave and KPIs for every staff member in one place, so nobody has to be asked what they are working on.
Leads and Follow Ups
Every enquiry captured with a source, an owner and a next action date, so no prospect goes cold because someone was on leave.
Operations Management
Jobs, deadlines and task workflows on one board, with workload and turnaround visible without a morning huddle.
Sales and Accounts
Quotes, invoices, payment reminders and receivables, billed straight from the completed job and chased until paid.
Meetings and Chat
Meetings scheduled and every team and client conversation logged against the client record rather than a personal phone.
Secured Data Storage
Version-controlled, permission-gated documents with a full audit trail, so a staff exit never takes the firm's files with it.
Client Onboarding and KYC
Intake forms, KYC collection, beneficial ownership records and e-signature completed before any work begins.
Compliance and Deadline Automation
VAT, corporate tax, ESR and licence renewals tracked automatically, with escalation before the deadline rather than after it.
Smart AI Assistance
Drafted replies, job summaries and document reads, with a person always approving whatever reaches the client.
From engagement letter to collected invoice, in one system
Onboard and KYC
The client fills in your intake form, uploads the trade licence, passport and Emirates ID, and e-signs the engagement letter. Nothing is typed twice and the KYC file is complete before any work starts.
Plan the whole year
The compliance calendar is set once per client: monthly bookkeeping, quarterly VAT, annual corporate tax and audit, licence renewal. After that the jobs appear on their own, already assigned and already dated.
Deliver and track
Staff work from one task list. Partners read status, workload and turnaround from a dashboard instead of asking in a morning huddle. Clients watch progress in their own portal instead of calling.
Bill and collect
The invoice is raised from the completed job, sent, and chased automatically until it is paid. Receivables stop depending on somebody remembering to follow up.
Not one missed FTA deadline
Every VAT return, corporate tax filing, ESR notification and licence renewal has an owner, a due date and an escalation that fires before it is late, not after.
Around 60% fewer status calls
Clients open their own portal for job status, documents and invoices, so the telephone stops being your project management tool.
Recurring work creates itself
Monthly bookkeeping, quarterly VAT and annual filings are scheduled once, then appear on their own, assigned to the right person, for as long as the client is with you.
One permissioned document vault
Trade licences, Emirates IDs, MOAs, working papers and signed returns live on the client record with version history and a full audit trail.
Invoices out faster, cash in sooner
Bill straight from the completed job, send it automatically and let the system chase. Firms report collection cycles falling from around 45 days to under 15.
A staff exit stops being a crisis
Deactivate the login, reassign the clients, and every document, note and conversation stays inside the firm where it belongs.
The partner view, without the huddle
Workload per team member, turnaround per client, jobs at risk and revenue booked, on one live screen instead of a Monday meeting.
Built to survive AML and audit scrutiny
Role-based access, complete activity logging and retained document history mean a regulator's question is answered from the record, not from memory.
AI that drafts, never decides
Reply drafts, job summaries and document reads that give your team their afternoon back, with a person always approving whatever reaches the client.
What firms report after going live
> %
Improved Revenue
%
Client Retention
> Hrs
Saved Per Week, Per Team
Hrs
From Kick-Off To Live
Accounting firm questions, answered up front
Still not sure? We can help.
Your accounting software keeps the client's books. Practice management software runs your firm: which client owes which return, which staff member is doing it, whether the documents have arrived, whether it is late, whether it has been invoiced and whether that invoice has been paid. Risper CRM sits alongside your ledger software rather than replacing it, and answers the questions a partner asks, not the questions an accountant asks.
Yes, and it is the reason the platform exists. Each client carries a compliance calendar: monthly bookkeeping, quarterly or monthly VAT depending on their filing period, the annual corporate tax return and its registration deadline, ESR notification where it applies, plus trade licence and Emirates ID renewals. Once it is set for a client, the jobs generate themselves with an owner, a due date and reminders that escalate before the deadline rather than after it.
Yes. Every client gets a secure login. They see the documents you have requested, upload them directly against the right job, and see what is still outstanding. Nothing arrives as an unlabelled attachment in a personal inbox, and your team stops spending the first week of every month chasing the same five files.
You define the recurrence once per client and the platform creates the job on schedule, assigns it to the right team member, attaches the standard checklist and starts the document request. A firm doing 200 monthly closes stops creating 200 tasks by hand every month, and nothing is missed because somebody forgot to copy last month's list.
Yes. An audit engagement runs as a job with its own phases, its own document request list, its own working paper folder and its own review and sign-off steps. Partners can see engagement status and preparer workload across the portfolio, and every working paper stays version-controlled on the client record for the retention period.
Yes. Quotes, engagement fees, invoices, payment reminders and receivables sit in the Sales and Accounts module, and an invoice can be raised straight from the completed job so billing is never a separate memory exercise. Firms running Risper report collection cycles dropping from around 45 days to under 15 because the chasing is automatic.
Client onboarding collects the KYC pack, the beneficial ownership information and the supporting identity documents before work begins, and stores them against the client with expiry dates and renewal reminders. Access is role-based, every action is logged, and document history is retained, so when a question is asked in an inspection the answer comes from the record rather than from somebody's memory.
Risper CRM is designed to sit alongside QuickBooks, Xero, Zoho Books and Tally rather than compete with them, and integration work is scoped during implementation based on what your firm actually uses. Tell us your stack on the demo call and we will tell you plainly what connects directly, what runs through an export, and what does not connect at all.
No, and small firms often see the sharpest change, because in a small firm every missed deadline and every late invoice is a large percentage of the year. The platform is configured to your size at implementation, so a four-person practice runs a four-person practice, not a stripped-down version of an enterprise system.
Your firm is configured and live within 72 hours of us receiving your domain, company details and staff list. Client and document migration runs alongside that: we import your client list in bulk, and historic documents are moved either in bulk or client-by-client as each one is next touched, so nobody is asked to stop working for a week.
