Manage client work & relationships like a pro from one platform
Dime puts your client communication, documents, and tasks in one place, so you can manage everything with ease.
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Trusted By Accounting Firms Of All Sizes
Problem
Modern firms need a new approach to client management
The approach of using project management, document sharing, and collaboration tools is outdated and slow. It slows down your firm’s workflow and makes simple work complex.
The Old Way
When client work is scattered, confusion takes over. This results in wasted hours and chaos inside your firm.
Scattered Information
Missed Deadlines
Unnecessary Complexity
Lack of Transparency
Wasted Time
The Dime Way
Dime brings all your client tasks, documents, and conversations into one space, giving you and your clients complete clarity and peace of mind.
Centralized Hub
Instant Clarity
Seamless Collaboration
Stay in Control
Save Time
Centralized portal for you & your clients
With Dime’s secure client portal, your clients can upload documents, view financial data, and approve tasks in real-time - simplifying the process for your firm and eliminating the hassle of email exchanges.
Manage documents from one secure place
Safely store and organize all your client documents in one secure place, giving both your team and clients instant access whenever they need it. No more searching, everything you need is at your fingertips.
Track your team tasks & workflows
Dime helps you keep track of every client task and deadline effortlessly so that your team stays organized and nothing slips through the cracks.
Collaborate with your clients in real time
Work together with clients on financial documents, allowing for instant reviews and approvals. With Dime, you cut through all the delays and keep moving forward.
From subledgers to reporting, Dime is the most comprehensive tool we've ever used. It’s intuitive, powerful, and essential for our team.
Ready to simplify your accounting?
Book a demo today to see how Dime can help you save hours and improve accuracy
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