Small firms
2–4 peopleReplace scattered tools with one dependable workspace
Keep client communication, documents, deadlines, and invoices together without adding administrative weight.
Built for tax, bookkeeping, and accounting firms
Practice management software that keeps every client, deadline, and payment connected
Give your team one reliable workspace for client records, tax workflows, documents, secure communication, e-signatures, and billing. Less chasing. More completed work.
app.heyroca.com
Firm dashboard
Thursday, July 24
148
Active clients
32
Returns in progress
12
Due this week
Returns needing attention
View workflowHarper & Co.
PreparationAug 8MGStone & Pine
DocumentsAug 10AKClearwater LLC
ReviewAug 12JTOne operating system for every client engagement
End-to-end practice operations
A connected client experience from first request to final payment
See the same client record from four practical angles. Each view is part of one operating system, not another disconnected tool.
Give clients one clear place to take action
Clients can upload files, answer requests, sign documents, message your team, and pay from a secure portal built around the next step.
See the client portal- Branded client portal
- Secure messages and requests
- E-signatures and payments
Welcome back
Jordan Miles
JM
Next action
Upload final income statement
Due Friday
Engagement letter
Review and sign
Invoice #1048
$1,240 balance due
Reliable workflows
Move every return through the same clear path
HeyRoca turns your firm's process into a visible operating rail. Every handoff has an owner, a status, and a next action.
Intake
Organizer received
Documents
Files verified
Preparation
Assigned to Mia
- 4
Review
Waiting
- 5
Signature
Not started
- 6
Paid
Not started
Harper & Co. · Business return
Preparation in progress
Owner
Mia Grant
Due
August 8
Next action
Complete preparation checklist
Recent activity
Document approved
Income statement.xlsx · 12 min
Client reminder sent
Automatic · Yesterday
Preparation started
Mia Grant · Jul 21
Built around your firm
One platform with the structure to fit how you work
Start with the workflows you need today, then add consistency as your team and client list grow.
Growing firms
5–25 peopleStandardize handoffs before more work creates more friction
Build repeatable pipelines, clarify ownership, and give partners a live view of workload and blocked work.
Multi-team firms
25+ peopleCreate one operating picture across teams and services
Balance capacity, standardize client delivery, and keep leaders close to deadlines without chasing updates.
Straightforward plans
Choose the operating system your firm needs
Every plan starts with the same connected client record. Need more offices, staff seats, or modules? Send a custom order and we'll price it for you.
Starter
$99/mo
Solo practitioners and new firms
Buy now- Client CRM and portal
- Documents and e-sign
- Invoicing
Practice
$199/mo
Growing teams that need the full workflow
Buy now- Everything in Starter
- Inbox and calendar
- Intake forms
- Work boards (on request)
Firm
$349/mo
Multi-office practices
Buy now- Everything in Practice
- Priority onboarding
- Custom modules
Custom order
Custom
Scoped to your offices, staff seats, and the modules you actually need.
- Offices & staff sized to you
- Modules on request
- Operator follow-up
Frequently asked questions
What firms want to know before switching
If you're still weighing the move, start with the questions that shape implementation and client adoption.
HeyRoca brings client records, workflow, tasks, document exchange, signatures, communication, invoices, and payment status into one workspace. Your tax preparation software can remain the specialist tool your team already uses.
See HeyRoca in action
See how your firm could run from one connected workspace
Share a few details and we'll tailor the walkthrough to your team, client volume, and current process.