Manage every client, track your work, send proposals and invoices, and keep every document and deadline in one branded place, built for consulting and advisory firms. Get the full platform for $20 per user, with a 7-day free trial and no card to begin.
Every client in one place Work, invoices and agreements Reminders and deadlines Branded portal and vault
Everything a consulting firm needs to run its clients, on one branded platform, $20 per user
Every client in one placeTheir contacts, work, documents, invoices and deadlines, together.
Everything includedWork, invoices, agreements, deadlines, KYC and AML, one price.
Branded as your firmYour logo and colours on the portal, documents and emails.
One flat price$20 per user each month. Free for 7 days, cancel anytime.
Everything on one platform
Run your consulting firm, client by client.
Keep every client in one place, track the work, bill them, get it signed, and hit every deadline. Scroll to see how it fits together.
01 · Every client in one place
One organised place for every client.
Open a client and see everything about them: their contacts and roles, the work you are running, their documents, invoices and deadlines. No more scattered spreadsheets and inboxes.
A searchable roster of every client
Contacts and their roles on each account
Every job, document and invoice in one view
Unlimited clients, companies and contacts
Meridian Partners
Open engagements3
Contacts5
Documents18
Everything about a client, in one view.
02 · Track the work
Task and work management, built in.
Give every engagement its tasks on a board, assign them to your team, and set a due date. See what is in progress and what is waiting on the client, and log your time as you go.
A task board for every client
Assign work, set priorities and due dates
See what is waiting on the client
Track time by team member and by client
Client work
Market study, Meridian PartnersIn progress
Quarterly review, Acme CorpDue today
Diligence report, Helix VenturesWaiting
Every task sits under the client it belongs to.
03 · Bill the client
Send proposals, quotations and invoices.
Send a quotation as your proposal, turn it into an invoice, and let clients accept and pay online through your own payment gateway. Set your own tax rates for your country, and keep real books behind it.
Quotations and invoices with your logo
Clients accept and pay online
Paid through your own payment gateway
Real double-entry books and reports
Sent to Meridian Partners
Proposal, accepted
Invoice, sent
Payment, received
Money is paid straight to your own gateway.
04 · Get it signed
Send engagement letters to sign.
Build an engagement letter or upload a proposal as a PDF, send it for signature, and file the signed copy against the client. Add more than one signer when a document needs it.
Build an engagement letter or upload a PDF
Send it for e-signature
More than one signer when needed
The signed copy filed on the client
Engagement letter
Signed by the client
Signed and filed
05 · Never miss a date
Reminders and deadline tracking, built in.
Track deliverable dates, contract renewals and other client deadlines, and get reminded before they fall due. Your document vault also counts down any document you give an expiry date.
Track deadlines and renewals per client
Reminders before a date falls due
Deadlines and renewals in one view
Documents with expiry dates counted down
Coming up
Report due, Meridian Partners5 days
Contract renewal, Acme Corp3 weeks
Annual review, Helix VenturesRenew soon
You are reminded before each date.
06 · Included free
A branded portal and document vault.
Every client signs in to a portal on your brand to see their documents, invoices and requests. Keep every file in one secure vault, with 20 GB of storage for each user, in folders you can share or keep internal.
A branded client portal, included free
A document vault, 20 GB per user
Folders you share or keep internal
Unlimited clients, companies and contacts
YF
Your FirmClient portal
Documents on file18
Invoices2 open
On your brand
How it works
Run your firm on one platform in three steps.
Start free
Begin a 7-day free trial with no card, and add your firm name, logo and colours.
Add your clients
Bring in your clients and their contacts. There is no limit on how many.
Run the work
Track tasks, send proposals and invoices, and keep every document and deadline in one place.
See it in action
Watch a consulting firm run on izzytap.
A short walk through managing clients, tracking work, billing and deadlines in one place.
Everything izzytap does for consultants
Software for consulting firms, all in one.
Client management, work and time tracking, billing, agreements, deadline reminders, KYC, AML screening and a branded client portal, on one platform.
A hub for every client
A searchable roster of clients and contacts, with a full view of each one.
Task and work management
A board for every client, with assignees, due dates and time tracking.
Quotations and invoices
Send proposals and invoices with your logo, and get paid online.
Agreements and e-signature
Build or upload engagement letters and send them to sign.
Reminders and deadlines
Track renewals and deadlines, and get reminded before they are due.
KYC and onboarding
Build KYC forms and collect the documents to onboard a client.
AML screening
Screen clients against sanctions, PEP and adverse-media lists.
A document vault
20 GB per user, with folders you can share or keep internal.
Built for your firm
Practice management software for consulting firms.
izzytap gives consulting and advisory firms one place to manage clients, run the work, bill, and hit every deadline, branded as your firm. It is not a heavy ERP or a sales tool, it is built around the clients you serve and the work you deliver.
Everything hangs off the clientEvery contact, task, document, invoice and deadline sits under the client it belongs to.
Branded as your firmYour clients see your name and logo on the portal, documents and emails. izzytap runs quietly in the background.
One price for the whole platform$20 per user each month for every module, with two free base packages included.
Included free
Your clients get a portal on your brand.
Every client signs in to a portal with your logo, colours and name, to see their documents and invoices and to work with you. There is no izzytap login for them, and no app to install.
Your logo, colours and name on every screen
Clients see their documents, invoices and requests
A secure document vault, 20 GB per user
Included free on every plan
Simple pricing
Start free, then $20 per user for everything.
Try the whole platform free for 7 days, then keep every module for twenty dollars per user each month. Four modules already cost $20 on their own, so the full bundle adds the other two at no extra cost.
Prices in USD, per active team member. The $20 plan includes all six modules; the two base packages, the client portal and the document vault, are always free. E-signature and AML screening include a monthly allowance per user. Pay for a year and get two months free.
Answers
Consulting firm software, answered.
The questions firms ask us before they start.
Is izzytap built for consulting firms?
Yes. izzytap gives consulting and advisory firms one place to manage clients, run the work, send proposals and invoices, and hit every deadline, all branded as your firm. Every task and document sits under the client it belongs to.
Can I manage all my clients in one place?
Yes. Keep a searchable roster of every client and contact, and open any client to see their work, documents, invoices and deadlines together, so nothing lives in scattered spreadsheets and inboxes.
What is included for $20 per user?
All six modules: task and work management, invoicing and accounting, agreements and e-signature, deadline reminders, KYC, and AML screening. The client hub, branded portal and document vault are always free on top.
Do my clients get their own portal?
Yes. Every client signs in to a portal on your brand, with your logo and colours, to see their documents, invoices and requests. izzytap runs quietly in the background.
Can I track client deadlines and renewals?
Yes. Track deliverable dates, contract renewals and other deadlines for each client and get reminded before they fall due. Your document vault also counts down any document you give an expiry date.
Is it really free to start?
Yes. You get the full platform free for 7 days with no card. After that it is $20 per user each month for everything, and you can cancel anytime.
Run your consulting firm on one platform.
Free for 7 days, then $20 per user for everything. No card to start.
