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Know your clients
Keep contacts and important follow-ups organized so your relationships don't depend on scattered notes.
For independent professionals & small offices
Your office.
Better organized.
Your clients, files, calendar and everyday work deserve one clear place. Discover how iAgenda Hub brings CRM and Workspace together—with Beta AI by your side.
Made for independent accountants, bookkeepers, business administrators, consultants and growing practices.
Your daily workspace
Client CRMContacts & follow-ups
CalendarAppointments & plans
My FilesDocuments in order
My WorkTasks & next steps
Start with clarity
Less scattered work.
More room to focus.
When you're building a practice, it's easy to lose track of conversations, documents and next steps. A CRM helps you keep relationships and activity organized. Your Workspace gives everyday work a home.
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Stay on schedule
Bring appointments, tasks and reminders into a routine that works for your office.
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Find your work
Keep files, profiles and documents accessible in your personal workspace.
CRM + Workspace
One place for the work behind your business.
An independent office is more than a list of customers. There are conversations to revisit, meetings to prepare, tasks to complete and documents to manage.
iAgenda Hub combines a practical CRM with a personal workspace, so you can build a more consistent way to work—whether you manage a small client portfolio or a growing practice.
Before a client meetingReview contacts, notes and the next appointment.
Between projectsKeep tasks and follow-ups together.
At the end of the daySee what needs your attention tomorrow.
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Beta AIYOUR INTELLIGENT ASSISTANTAnd there's more
Meet Beta AI.
Your CRM and Workspace keep your information organized. Beta helps you work with it—through natural conversations about your tasks, plans and follow-ups.
Think of Beta as an assistant for your working day, not a replacement for your professional judgment or specialized accounting software.
Discover iAgenda Hub
Ready to see what a more organized office could look like?
Explore our solutions and find the way to use iAgenda Hub that fits how you work.
Discover Our Solutions →No forms here. Just a closer look at our solutions.