Practice intelligence platform
Run the firm on what’s happening — not what happened
Margin unifies your work, client conversations, and billing into a single live view — so your firm catches risk earlier, protects margin, and grows without the guesswork.
Firm overview
This week
Realization
94.2%
Utilization
78%
WIP at risk
$18.4k
Margin recovery by month
Trusted by modern accounting and advisory firms
The shift
From scattered signals to a single source of truth
If the work, the conversation, and the billing live in different places, you get the answer too late. Margin keeps them tied together.
Without Margin
Work tracked in one tool, conversations in another
Blockers surface only when a deadline is already missed
Capacity strain shows up as burnout, not a signal
Scope creep noticed at renewal, not when it starts
Billing reconciled at month-end, margin already gone
With Margin
Work, client threads, and billing in one live view
Missing inputs and blockers flagged the moment they appear
Capacity risk visible weeks ahead of the crunch
Every small ask leaves a timestamped, reviewable trail
Unbilled work surfaced before the invoice goes out
What connected data recovers
8–12%
growth in per-client revenue
3–7%
higher realization
5–10%
utilization improvement
40%
fewer write-downs
Delivery
Protect margin by keeping work moving
Margin tracks deadlines, work in progress, and team capacity across every engagement — then surfaces what is most likely to slip, before it does.
See what is due, blocked, and next at a glance
Spot overload before deadlines stack up
Rebalance work earlier, so fewer weeks turn into fire drills
Work board
Live
1040 · Henderson LLC · due Thu
Blocked · missing K-1
In review · Q3 close
Client signals
3 flags
Re: Q3 close · 2 days no reply
Scope · added 1099 filing
Renewal · 45 days out
Clients
Catch client risk before it costs you
Client problems show up in the conversation first. Margin keeps every thread tied to the engagement, so drift is obvious while you can still fix it.
Spot slow responses and follow-through gaps
Track scope changes and repeated small asks
Keep a clear record of what was agreed and what changed
Leadership
Turn daily work into leadership decisions
Margin connects delivery and billing, so leadership sees firm health in real time — not three weeks after month-end.
Monitor utilization and realization by client and team
Surface unbilled work and aging WIP early
Catch pricing gaps that quietly drive write-downs
Firm health
Q3
Realization · Bright & Bailey · 91%
Unbilled WIP · $12.4k
Aging · 3 items over 30d
Platform overview
Everything your firm runs on, in one place
One connected platform for work, billing, client collaboration, and reporting — with AI-assisted insight woven through every part of it.
Work
Tax, accounting, 1099s, and payroll work unified in one workspace.
Tasks & Projects
Workflows, trackers, deadlines, and recurring automation that runs itself.
Clients
A secure client portal and collaboration workspace for every engagement.
Time & Billing
Time, WIP, invoices, subscriptions, and payments in a single flow.
CRM
Pipeline, proposals, engagement letters, and campaigns tied to the work.
Documents
Secure storage, a virtual drive, and audit-ready file exchange.
Security
Built to protect tax and financial data
Margin is SOC 2 Type II and ISO 27001 aligned, with role-based access, secure client portals, and audit-ready history across work, documents, and billing.
Role-based access controls with a full activity history
Encrypted client portal and document handling
Continuous monitoring and formal risk management
8–12%
growth in per-client revenue
3–7%
higher realization
5–10%
utilization improvement
40%
fewer write-downs
8–12%
growth in per-client revenue
3–7%
higher realization
5–10%
utilization improvement
40%
fewer write-downs
Integrations
Works with the tools your firm already uses
Margin connects the systems you already rely on, so work, messages, documents, and billing stay tied together. Less duplication, fewer missed handoffs.
Stripe
Keep Stripe in sync with the work, so nothing is retyped twice.
Slack
Keep Slack in sync with the work, so nothing is retyped twice.
Google Drive
Keep Google Drive in sync with the work, so nothing is retyped twice.
Dropbox
Keep Dropbox in sync with the work, so nothing is retyped twice.
Salesforce
Keep Salesforce in sync with the work, so nothing is retyped twice.
Hubspot
Keep Hubspot in sync with the work, so nothing is retyped twice.
Notion
Keep Notion in sync with the work, so nothing is retyped twice.
Airtable
Keep Airtable in sync with the work, so nothing is retyped twice.
New integrations ship regularly — manage the full list from the Integrations collection.
Customers
Real firms. Real outcomes.
Here is what changes when the whole firm runs on one connected view.
From the blog
Ideas for the modern firm
See practice intelligence in action
In a short demo we will show how Margin ties together work, client communication, documents, and billing. You will see exactly how firms spot blocked steps, capacity pressure, scope drift, and billing gaps earlier, and why that translates into higher realization, better utilization, and margin recovery.