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Claister documentation
How an accounting firm runs its clients, recurring work, documents and messages in Claister, step by step.
Claister is a workspace for accounting firms. Clients, the work you do for them every month, the documents you collect, your conversations with clients and the time it all takes live in one place, and Clais, the assistant, helps with each of them.
Your accounting software stays the system of record. Claister never files a return, posts an entry or changes your books by itself.
Start here
Quick startSet up a workspace, invite your team and bring your clients in, in about fifteen minutes.HomeWhat needs you today, in one feed, with the next step on every card.
Everyday work
ClientsEvery company you serve, with its tasks, documents, messages and history.TasksOne list of everything that has to be done, by client and by person.Recurring workMonthly, quarterly and yearly work described once and created for every client.Documents and requestsAsk clients for documents and see what is still missing.Client portalWhere clients upload, answer and see what you need from them.MessagesTelegram, email, the portal and team chats in one inbox.TimeTrack time, see each person's load and what each client costs.ClaisThe assistant that drafts, finds and prepares, and waits for you to confirm.
How Claister treats AI
Clais may read, draft and suggest. Anything that is sent to a client, attached, completed or changed waits for a person to confirm it: on a card with a button, or with the form's own Save. You always see what is about to happen before it happens.