Recurring client work
Give monthly and quarterly jobs a visible owner, due date, and client request list so work does not stall in email.
For accounting firms
One workspace for bookkeeping, advisory, and tax-season clients
Standardize handoffs across write-up, payroll-adjacent requests, and tax engagements. Keep QuickBooks, your ledger, and your tax-preparation software. HeyRoca runs the client work around them.
Built for independent tax and accounting firms. Keep your existing tax-preparation software.
A portal clients will actually use
Clients upload statements, answer requests, sign letters, and pay from one branded place.
Documents attached to the engagement
Stop searching shared drives for the latest P&L. Files stay on the client and the job.
Billing from completed work
Invoice when the job is done and let the client pay without a separate collections spreadsheet.