Soonbuilt

Handover Notes.
An app idea for small accounting firms.

A structured handover record for each client that captures open items, quirks and history so a colleague can pick up the file without a phone call.

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Gap foundResearched 23 September 2026 for small accounting firms

What the search found

Who pays
Small accounting firm with two or more staff
The problem
When a client moves between staff, the context lives in one person's head and old email threads. The next person starts cold and asks the client the same questions again.
The gap
Practice management tools store client records and workflows, but none of the results show a purpose built handover document that captures quirks and open items at the moment of transfer.
Already out there
  • Firm360 myfirm360.com

    Central hub for client records, workflows and communication, but no dedicated handover artefact.

  • Client Hub clienthub.app

    Turns messages into trackable actions, but does not capture tacit client context for a colleague.

  • Karbon karbonhq.com

    Standardises onboarding and work templates, but handover between staff is not the focus.

People asking for it
The big assumption
Firms will pay for a handover tool when their practice management software already stores client notes.
Test it this week
Ask ten small firm accountants to describe their last client handover and whether they would pay for a one page structured record.

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