Bliss HQEverything your firm runs on.
In one place.
Bliss HQ follows a client from the first website visit to the monthly management report. Here's everything included in every plan.
A real sales pipeline, built for firms.
Most practice tools call a contact list a CRM. Bliss HQ helps you find, score and close the right clients.
Pipeline board & list
Drag leads through your stages, or switch to a sortable list. A weighted forecast shows what your pipeline is really worth.
Lead scoring
Every lead gets a score from real activity — emails, meetings, form answers — so you know who to call first.
Website lead forms
Build as many branded intake forms as you need and embed them on your site. New enquiries land in your pipeline automatically.
Nurture sequences
Automatic follow-up emails for prospects who aren't ready yet, with one-click unsubscribe.
Follow-up nudges
Stale leads and missed follow-ups show up in My Week before they go cold. Capture why you lost a deal and report on it.
Booking pages
Let prospects book a call. Bliss HQ checks your real Google Calendar, adds the event and creates a Zoom or Google Meet link.
Gmail sync
Emails with clients and leads are matched to their record automatically, so the whole team sees the conversation.
Polish with AI
Draft an email, click "Enhance", and get a clearer, friendlier version to review before sending.
Proposals that turn into work.
Proposals & e-signature
Send a branded proposal with your services and pricing. Clients review and sign online — no printing, no scanning.
Fixed fee or retainer
Price one-off projects, monthly retainers or hourly work. Signed terms carry straight into billing.
Executed agreement PDF
Every signed proposal produces a complete, dated agreement you can download any time.
Onboarding that runs itself.
Questionnaires
Build intake questionnaires, or start from the ready-made new-client template. Answers are saved on the client's record.
Onboarding sequences
Set up a series of steps — questionnaire, document request, welcome email — and reminders go out until the client finishes.
Document requests
Ask for exactly what you need. Clients upload from a link, you approve, and files move into the client's documents.
Retention rules
Mark files to keep, or set short-term items like bank statements to clear automatically after 12 months.
Client contacts
Keep every owner, manager and bookkeeper on the client, and choose who receives what.
Related entities
Group sister companies with the same owners so you can see, filter and report on them together.
Know what's due, who's on it and what's stuck.
Firm Home
Your command centre: what's due, what's waiting on clients, unbilled time and a daily brief of what changed overnight.
My Week
Each person's own work queue across every client — tasks and job steps grouped by due date, ticked off in place.
Recurring jobs
Monthly closes, payroll, sales tax and year-end created automatically from templates and tracked on a board.
Step checklists & assignments
Every job has its steps, owners and due dates, so nothing depends on someone remembering.
Comments & @mentions
Discuss a job or a client with your team in one thread. Mention someone and they're notified.
Client discussions
A private team thread on every client, so context lives with the client — not in someone's inbox.
Notifications
One bell for mentions, client answers, overdue work and new leads.
Client health
A health score for every client from real signals, so the ones that need attention rise to the top.
QuickBooks Online and Xero review, built in.
Smart Review
Every uncoded and unreconciled transaction across your clients in one queue, with flags on anything unusual.
Ask the client
Select transactions and ask in one click. Clients answer from their to-do list, and the answer comes back to the transaction.
Clean Up
A full-ledger check for miscoding, missing classes, duplicates, payee problems and balance-sheet issues — with suggested fixes.
Books Health score
A simple scorecard for each client's books — perfect for scoping catch-up work or showing progress.
Live connection
Connect each client's QuickBooks Online or Xero once. Bliss HQ keeps a fresh snapshot for review and reporting.
Bliss Books
Clients who'd rather leave QuickBooks or Xero can keep their books on our own general ledger.
Capture every hour. Bill without retyping.
Timers that don't lose time
Start a timer from anywhere. Switching to a new one saves the last, and stopping lets you review before it's logged.
Weekly timesheet
Fill in a week at a glance, type "1:30" or "90m", and copy last week in one click.
Approvals & locked periods
Managers approve time, and closed periods stay closed.
Engagements & budgets
Track budget vs actual on every engagement, with WIP and write-offs.
Fixed fees & retainers
Bill one-off fees, or set retainer schedules that create invoices on time, every time.
Push to QuickBooks or Xero
Invoices go into your firm's own accounting system, matched to the right customer — one at a time or in bulk.
Edit before you send
Adjust draft invoices — lines, rates, dates and notes — before they go out.
Practice reports
Time and realisation, sales pipeline and loss reasons — the numbers that run your firm.
Reports clients actually read.
Month-end report runs
Prepare management reports for every client at once. Review each one, approve, and send — with monthly and quarterly sections and reminders ahead of the 15th.
AI executive summary
A plain-English story of the month, drafted from the client's numbers for you to edit before it goes out.
One email per group
Send related entities' reports together, so owners with several companies get one tidy email.
Flux & variance analysis
Compare periods line by line and drill into the transactions behind every big change.
13-week cash forecast
A rolling cash view from the client's real run-rate.
Custom metrics
Define the KPIs your clients care about and show them as scorecard tiles.
Ask the report
Type a question about a client's numbers and get an answer grounded in their data.
Nonprofit reporting
Functional-expense reports for nonprofit clients from their tracked classes.
Your brand. One to-do list. Happier clients.
White-label everything
Set your logo, favicon and colours once. They appear on the portal, booking pages, onboarding, document requests and emails.
One to-do list
Documents, questionnaires, transaction questions, proposals and invoices all roll up into one list for the client.
Weekly digest
Clients get a branded weekly summary of what's outstanding — so you don't have to chase.
Documents & invoices
Clients find their files, signed agreements and invoices in one secure place.
Waiting on clients
Your side shows exactly which clients owe you what, and for how long.
Secure sign-in
Clients set their own password, can reset it themselves, and only ever see their own company.
Built to be trusted — and easy to start.
Roles & permissions
Decide exactly what each person can see and do, down to which clients they can access.
Audit trail
Important changes are recorded with who, what and when.
Idle sign-out
Choose how long staff can be idle before they're signed out, with a friendly warning first.
Two-step sign-in
Protect accounts with a code by email or text message.
Guided setup
A setup guide walks new firms through branding, services, team, integrations and first clients.
Help Center & support
150+ how-to articles, a help panel on every page, and support tickets right inside the app.