Keep every client's bookkeeping context in one place.
Awditify Bookkeeping Knowledge Base gives each bookkeeping client a dedicated home for notes, contacts, links, files, and reference tables. Staff can find client-specific instructions, supplier details, portal links, and handoff notes without digging through email or old spreadsheets.
Part of Awditify for Firms · $149/month, unlimited clients
Monthly close — exceptions list
Note · Month-End
Acme Supplies Ltd — key supplier
Contact · Suppliers · Synced
TD Business Online — banking portal
Link · Portals
Revenue coding rules — 2025
Table · Coding Reference
Client-scoped knowledge
Each bookkeeping client gets a completely separate knowledge base. Context stays clean, separate, and close to the file.
Five item types
Notes, tables, contacts, links, and files. Store every kind of client-specific bookkeeping context in one searchable workspace.
Customer and supplier sync
Pull customers and suppliers from existing bookkeeping records into the client knowledge base as contact items.
Controlled access
Grant read-only or read-and-write access per user. Keep each client knowledge base visible only to authorized team members.
Client-scoped knowledge
Each bookkeeping client gets its own knowledge base, completely separate from other clients.
Multiple item types for bookkeeping context
Store every kind of client-specific reference material in one searchable workspace.
Customer and supplier contact sync
Turn existing bookkeeping records into reusable contact items inside the client knowledge base.
Search, categories, and pinned references
Find what staff need before the month-end close starts.
Controlled access per client
Keep each client knowledge base visible only to the team members working that file.
Client knowledge management for bookkeepers
Bookkeeping context, client by client, always close to the work
Awditify Bookkeeping Knowledge Base is a client-scoped knowledge management feature designed for bookkeeping firms and CPA practices managing recurring client files. Instead of relying on one team member's memory or a buried email chain, each client gets a searchable knowledge base for the context staff actually need: how the client names suppliers, which portal to use, what exceptions happen every month, and where supporting files live.
Bookkeeping Knowledge Base complements Firm Knowledge Base for firm-wide procedures, Firm Communication for internal messaging, and Email Triage for managing inbound client email.
Firm Knowledge Base
Firm-wide procedures, contacts, links, files, and tables with access controls.
Email Triage
Assign, track, and link inbound client emails from Outlook and Gmail.
Firm Communication
Direct messages, group threads, firm-wide announcements, and mentions.
Microsoft Outlook
Sync Outlook mailbox and manage calendar events from Awditify.
Google Workspace
Connect Gmail and Google Calendar for shared triage and firm coordination.
Awditify for Firms
The full practice management platform for CPA and bookkeeping firms.
Give your bookkeeping team the context they need.
Reduce the time staff spend rediscovering the same client details every month close.