Book Keepers

1. OCPs
2. Clients & Intake
3. Projects and deliverables
4. Publishing, forms and external sharing
5. Collaboration and knowledge sharing
6. Plan & Execute
7. Billing & Wrap-up
How Priority-Zero adapts to your workflow

Practical features for Bookkeepers:

  • Set up each client as a project, and add deliverables for reconciliations, payroll runs, tax filings, or monthly closes.
  • Keep notes, checklists, and references tied directly to each deliverable so nothing is missed.
  • Attach statements, receipts, and working files securely in your own OneDrive or Google Drive account. Everything stays organised in the right place, and you always keep full ownership.
  • Track recurring deadlines like payroll, pensions/retirement contributions, or statutory reporting with reminders in your calendar.
  • Plan workloads, track progress, and keep all client commitments visible in one system.
  • Set up online meetings or calls with clients, and link agendas and outcomes to the right project.
  • Share reconciliations, reports, or requests for documents with clients through secure unique links.
  • Create custom forms for client intake, expense details, declarations, and confirmations.

A clear and simple way to keep on top of client work, deadlines, and compliance.

Frequently asked questions

Can I manage multiple clients and their books at once?

Yes. Multiple projects can be created for each client or entity, with deliverables for reconciliations, payroll, tax filings, and monthly closes.

Is client data secure when I attach files?

Yes. All files live securely in your own OneDrive or Google Drive account. You keep full ownership and control.

Can I share reports and reconciliations with clients?

Yes. Share read-only links for reports, reconciliations, or requests. Clients do not need an account to access them.

Does it help track recurring deadlines like payroll or tax filings?

Yes. You can set recurring reminders for payroll, pensions/retirement contributions, tax returns, or statutory reporting. These appear in your daily plan and calendar.

Can I track billable hours and client work separately?

Yes. Timers let you log billable time per deliverable and generate invoices if needed.

Can clients send me information directly?

Clients can complete custom forms to provide details and confirmations. File uploads (e.g., receipts) are not collected via forms; have clients place documents in a shared cloud folder or email them to you, then attach the files to the project in Priority-Zero.

Does it work for both compliance and management reporting?

Yes. You can manage compliance deliverables like tax filings alongside management reporting, keeping everything structured in one place.

Can I export or delete account data?

Yes. Account data can be exported or deleted at any time. Integrations are optional and can be disconnected whenever you choose.

Ready to Take Control of Your Work and Life?

Simplify project management, stay organised, and achieve your goals with Priority-Zero. Start today – no credit card required.

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Need to learn more? Explore Features