Your clients use email.
You use Folio.
Practice management for independent auditors, bookkeepers & small accounting firms. Folio turns email chaos into a structured, case-driven workspace — no portals, no client behaviour change.
Launch WorkspaceCases, Not Emails
Every client interaction lives inside a named case with a lifecycle: Active → Snoozed → Closed. Full context, no chaos.
Proactive Deadlines
Configurable snooze rules tied to service types (VAT, payroll, annual accounts). Cases wake automatically when deadlines approach.
AI That Does the Routine
Auto-classification by service type, tone alerts, AI draft replies, and thread summaries — in English & Icelandic.
Icelandic Data, Built In
Kennitala, VSK-númer, company types (ehf, hf, sf…) and corporate hierarchies are first-class citizens — not afterthoughts.
Smart Snooze
Snooze any case with a reason and return date. Client replies? Case reactivates. Radio silence? It still surfaces on time.
Daily Finish Line
The goal: an empty Active tab. Every case is resolved or consciously parked. Close your laptop knowing exactly where you stand.