For accounting firms
Run your accounting firm and your clients' books in one place
Dreambooks keeps the firm's own books and every client's books, and connects them: leads turn into clients, fee proposals into engagements, and every VAT, corporate tax and licence deadline lands on one dashboard.
Leads and fee proposals
Track the businesses you're talking to and when to follow up. Send a fee proposal built from your service templates, and convert the lead to a client when they accept.
Engagements with checklists
Every VAT return, month's bookkeeping, audit or licence renewal is an engagement on a board, with stages, owners, due dates, documents to collect, client approvals and billing.
Every deadline on one screen
VAT, corporate tax and excise returns to file or pay, engagement renewals, trade licence expiries and client documents about to expire, across all clients, soonest first.
Client books, one click away
Open any client's books from the client list, choose which staff work in each one, and keep the agreed services, licence and renewal dates on the client record.
Features
Everything your finance work needs, connected
From daily bookkeeping to tax filing, and from winning a client to getting their signature, every module shares one ledger. No more copying between apps.
Accounting and operations
Double-entry books, stock, salaries and every currency, on one ledger.
UAE tax and compliance
E-invoicing, VAT, corporate tax and excise prepared from the books, plus IFRS 18 reporting.
For accounting firms
Win clients, run engagements, collect documents and never miss a deadline.
Documents and messaging
AI that reads your documents, a WhatsApp inbox and e-signatures.
Control, AI and switching
Approvals, roles and audit trail, your books inside Claude and ChatGPT, and imports from your old system.