Run the firm, not just the books
Belvak handles the operations side of an accounting practice: client engagements, recurring retainer billing, proposals for new work, and deadline tracking, so your team spends less time on admin.
The problem
Where firm admin goes sideways
Your accounting software handles the numbers. The way the firm itself runs, clients, billing, and deadlines, often does not have a home.
Client engagements have no single home
A bookkeeping retainer here, a one-off VAT filing there, a new client onboarding in between. Without one place for engagements, work and billing drift out of sync.
Monthly retainers are billed by hand
Bookkeeping and compliance clients bill on a repeating cadence. Rebuilding each retainer invoice every month is tedious and easy to forget.
New-engagement proposals are ad hoc
Every new client starts with a scope and a fee, usually written from scratch in a document. There is no pipeline, so follow-up and conversion are left to memory.
Deadlines live in someone's head
Filing dates, year-ends, and deliverables are tracked in a mix of calendars and notes. When one falls through, it is the client who notices first.
The solution
One home for firm operations
Clients, engagements, retainer billing, and new-work proposals in a single system that mirrors how a practice actually runs.
Client and engagement management
Keep every client account in one place, with their engagements, invoices, payments, notes, and activity tied together. Answer any account question without switching tools.
Learn moreRecurring billing for monthly retainers
Set up bookkeeping and compliance retainers as recurring agreements with a per-period fee. Each period's invoice queues for your approval, with 12 templates, PDF export, and more than 50 currencies.
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Proposals for new engagements
Draft, send, and track proposals for new engagements in a structured pipeline. When a client says yes, convert the proposal into a project in one click, carrying the scope and fee across.
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Deadline tracking with projects
Run each engagement as a project with owners, timelines, and status. Track year-ends, filings, and deliverables against a clear list instead of scattered notes and calendars.
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What Belvak is, and is not
Firm operations, not accounting
Belvak manages how your practice runs. It sits alongside your accounting and tax tools, it does not replace them.
| Capability | In Belvak |
|---|---|
| Client and engagement management | |
| Recurring billing for monthly retainers | |
| Proposals for new engagements | |
| Deadline and deliverable tracking via projects | |
| Team management and payroll schedules | |
| Ledger, bookkeeping, or general accounting | |
| Tax preparation or filing | |
| Audit workpapers or engagement letters |
How it works
Get your practice running on Belvak
01
Add your clients
Bring your client list into one place, each with its own account, contacts, and history.
02
Set up retainers
Turn recurring bookkeeping and compliance work into agreements with a per-period fee and cadence.
03
Win new work
Send proposals for new engagements, track them in a pipeline, and convert on approval.
04
Deliver on time
Run engagements as projects, bill each period, and keep every deadline and deliverable visible.
Capabilities
Made for professional-services firms
FAQ
What accounting firms ask about Belvak
Is Belvak practice management software for accounting firms?
Belvak is practice management for the operations side of a firm: client and engagement management, recurring billing for retainers, proposals for new work, and deadline tracking via projects. It manages how your firm runs, not the accounting work itself.
Does Belvak do bookkeeping, ledgers, or tax preparation?
No. Belvak is not an accounting or tax system. It does not keep ledgers, prepare returns, or produce audit workpapers. It manages your firm's own operations: clients, engagements, billing, proposals, and deadlines. Your bookkeeping and tax tools stay where they are.
How does Belvak handle monthly retainer billing?
Set each bookkeeping or compliance retainer up as a recurring agreement with a per-period fee. Every period, the next invoice queues for your approval, so you are not rebuilding retainer invoices by hand each month. Invoices support 12 templates, PDF export, and more than 50 currencies.
Can I track filing deadlines and year-ends?
Yes, through projects. Each engagement runs as a project with an owner, a timeline, and a status, so year-ends, filings, and deliverables sit on a clear list instead of scattered calendars and notes. Belvak does not include jurisdiction-specific compliance calendars, so you set the dates that apply to each client.
Can I manage proposals for new clients?
Yes. Draft and send proposals for new engagements, track them in a pipeline, and convert an approved proposal into a project in one click with the scope and fee carried across. There is also a free AI proposal generator you can try before signing up.
Is Belvak a fit for a small accounting practice?
Belvak is built for service firms of 5 to 50 people, which fits most independent and boutique accounting practices. It brings clients, engagements, retainer billing, and proposals into one platform, with multi-currency support for clients across regions.
Keep exploring
Connected to the rest of Belvak
Clients sit at the center: engagements run as projects, retainers bill through invoicing, and new work starts with a proposal.
Run your accounting firm from one platform
Client engagements, retainer billing, proposals, and deadlines, all in one place. Book a demo to see it in action.