Kal Tik — CRM for accounting firms
Every client file, every Israel Tax Authority deadline and every missing document in one system — practice management built around the filing calendar. So you stop chasing paperwork and start running a firm.
The problem
Most of the day at an accounting firm isn't spent on accounting
It's spent chasing. Chasing the receipt a client forgot to send, chasing a withholding-tax certificate, chasing who on the team touched which file and what's still open. The bigger the firm gets, the more of what it "knows" scatters across WhatsApp threads, inboxes, spreadsheets and people's heads — and on the 15th of every month the same chase starts over.
The digital client file
Everything about a client — on one screen
The business or company details, the contacts, the documents, the open tasks and the full communication history. Instead of searching in three places, you open the file and see everything.
- Complete client details — company and business registration numbers, tax file numbers, contacts and contact details
- Document archive by period — every document tied to a client and to the reporting period it belongs to
- Every call and request logged — the firm's institutional memory, not one employee's
- Who handles what — clear ownership for every file and every task
Deadline calendar
The system knows what's due when — for every client
Kal Tik is built around the filing calendar of the Israel Tax Authority and National Insurance. You define each client's reporting periods once, and the system creates the tasks ahead of time — instead of relying on someone to remember.
- VAT monthly or bi-monthly, according to the client's classification
- Income-tax advances and withholding reports (Form 102)
- National Insurance, annual returns and capital declarations
- Escalating alerts — ahead of the due date, on the day, and after it if nothing has been filed
Document collection
Let the reminders chase the client — not you
The system knows which documents are missing for each client in each period, and sends automatic reminders by WhatsApp and email — then keeps reminding until the document lands. You see exactly who's holding things up on the dashboard, without running the chase by hand.
- 1The system spots what's missing — based on the client type and the reporting period
- 2The client gets a reminder by WhatsApp or email, with an exact list
- 3The client sends — and the document files itself automatically to the right client file and period
- 4The team sees status in real time — who's ready to file and who isn't
If your firm or your clients use Kalkalit, the invoices and documents captured there — including the ones read automatically by AI — flow straight into the client file in Kal Tik. The two products were built to work together.
Running the firm
One view of the entire practice
Filing dashboard
How many files are filed, how many are waiting on documents and how many are at risk of running late — live, with no spreadsheet to build.
Team workload
Who's buried and who's free, how many files sit with each person, and where a bottleneck is forming before the deadline hits.
Retainers and collections
Who has paid, who is overdue and what each file is worth — so the firm knows what it actually earns on every client.
Questions and answers
What accountants ask us
What is a CRM for accountants, and how is it different from a regular CRM?
A regular CRM is built around a sales process: lead, quote, deal. An accounting firm works differently — the client is already a client, and the work repeats in cycles set by reporting periods. A CRM for accountants is built around the client file and the tax authority's filing calendar: VAT, income-tax advances, withholding reports (Form 102), National Insurance and annual returns — with tracking of the documents still missing for each period.
How does Kal Tik help collect documents from clients?
The system knows which documents are missing for each client in each reporting period, and sends automatic reminders by WhatsApp and email — then keeps reminding until the document arrives. Your team sees on the dashboard who is holding things up and what is missing, instead of chasing manually.
Is Kal Tik also a fit for tax advisors and bookkeepers?
Yes. Kal Tik was built for tax representatives in general — accountants, tax advisors and bookkeepers — because the way they work with the Israel Tax Authority and National Insurance is much the same. It fits a solo practice just as well as a firm with several teams.
What about data security? This is sensitive client financial information.
Data is encrypted, access is governed by role-based permissions, and every action is written to an audit log. Each firm gets an isolated environment — one firm's client data is never accessible to another.
When will Kal Tik be available?
Kal Tik is approaching launch. Firms that join the waitlist now get early access and a say in the order features are built. Joining commits you to nothing.
Want to see Kal Tik before everyone else?
Tell us about your firm and we'll get back to you with early access. No commitment, no salesperson on your heels.
Join the waitlistLooking for a way to handle invoices and documents? Meet Kalkalit. Required by law to record sales calls? See Kal Siha and the guide to Amendment 73.