Practice management for service firms
Run your firm like a practice, not a stack of inboxes.
Wakiil holds your clients, matters, documents, tasks and messages in one system, with a client portal your clients actually open on their phone, in English, Somali, Arabic or Spanish. Built for tax preparers, immigration form support providers, travel agents, and formation and bookkeeping shops.
Client portal in EN SO AR ES
- Intake complete Done
- Documents requested In progress
- Filing review Waiting
- Notice received Waiting
Why we built it
Most small firms run their practice out of a shared inbox, a spreadsheet of deadlines, and whatever e-signature tool happens to be open. Clients text photos of documents to a personal phone. Wakiil puts clients, matters, documents and deadlines in one place, with a portal your client can open themselves, so a form support case or a tax engagement does not live and die by one person's inbox.
Product
One system for the client relationship and the paperwork behind it.
Clients and matters
Every client, every matter, every message in one record. See what is open, what is waiting on the client, and what is waiting on you.
Documents and tasks
Request a document, get notified when it lands, assign a task to a teammate. Nothing tracked in a separate spreadsheet.
Client portal, phone first
Clients sign in from their phone to upload documents, read a notice, and see what is next. No app to install, and the portal reads in English, Somali, Arabic or Spanish.
Deadlines that do not slip
Filing gates and response deadlines surface on your dashboard before they are due, not after.
Modules
What is live today. We label anything still on the roadmap plainly.
Live
Practice core
Clients, matters, documents, tasks and messages for any service line. This is the base every firm runs on.
Live
Immigration
Per form case types, receipts and notices tracked against each matter, and a filing gate that keeps an incomplete case from going out the door. Form support, not legal representation: Wakiil does not represent clients before an agency or provide legal advice.
Live
Tax
Section 7216 consent captured up front, per form case types, an e-file log, a client organizer, and engagement letters, all tied to the matter.
Coming
Travel, SMS, and QuickBooks Online
Travel booking workflows, SMS notifications, and a QuickBooks Online sync are on the roadmap and not available yet.
How client data is handled
Wakiil is not a HIPAA product and does not claim HIPAA compliance. Here is what is actually built in.
- Multi factor authentication on every account
- Sensitive fields, including SSN and ITIN, encrypted at rest
- Audit log of who viewed, downloaded, signed or deleted a record
- Each firm's data isolated from every other firm on the platform
- Encrypted backups
- A filing gate that blocks an incomplete case from going out unless it is overridden with a recorded reason
Pricing
Monthly
$49per seat, per month
- Every module in your plan
- Unlimited client portal accounts, always free
- Cancel any time
Annual
$39per seat, per month
- Billed annually
- Every module in your plan
- Unlimited client portal accounts, always free
Off season
$15per seat, per month
- Keep warm rate for seasonal firms
- Your data and setup stay intact
- Switch back to a full seat any time
Client portal accounts are always free, for every plan.
Request a demo
Tell us about your firm and we will set up a time to walk through it.
Prefer email? [email protected]