Project Management
for Accounting Firms
Get the big picture all in one place. Gryffin has everything you need to keep your accounting team on track and on time when tax season comes around.
A Place To Work Smarter, Not Harder
Keep your projects organized, your pipeline flowing, and your business growing with Gryffin.
Perfect for CPA firms, accountants, and bookkeepers.
Comprehensive Projects
Gryffin’s project hub brings together data, clients, tasks, meetings, emails, chat, invoicing and expenses, and more—all in one place.
Workflow Management
Tasks are connected to projects to ensure no task is lost, while automated workflows improve productivity and reduce non-billable management time.
Advanced Permissions
Seamlessly collaborate with internal and external teams without worry. You control what projects and data your users, clients, and teams can see.
Keep Your Team On Track
See your full scope of work on any scale. Gryffin was built to help firms easily grow and scale operations without losing sight of the small details:
- Tasks are connected to projects for easy tracking.
- Access all details and communications in your project hub.
- Customize project templates to fit your unique needs.
- Visualize all projects at a glance in your workspace.
- Easily audit projects and generate custom reports.
Client Management
Keep your team happy and your clients happier. Gryffin ensures you never misplace a client file or miss an email, and improving client communications and satisfaction.
- Attach clients to projects to track all client work.
- Upload and access client files anywhere, anytime.
- Attach and send emails directly from projects.
- Onboard clients and control what they see with advanced permissions
- Create automated workflows specific to your clients.
Integrations
Stop updating data in multiple places or letting action items get lost in long conversations. Our integrations make it easy to sync data between cross-functional platforms:
- Gmail Integration — Attach & send emails from projects
- Google Calendar — Schedule meetings and tasks together
- Drive — Generate documents within a project
- Slack Integration — Turn your chat into a project or task
- Stripe Integration — Track and manage invoices from Stripe