A straightforward cost for your team.

Crank is $19 per internal team member per month, or $190 per team member per year with annual billing. Client contacts do not need paid seats.

No. A client contact receives a signed link by email to view and reply to their request. They do not need a firm login or a paid team seat.

Yes. Add a client and contact manually, then try one real project or client request. A QuickBooks connection is optional.

Yes. Invite your team, assign work and view it across clients. Crank has Owner, Admin, Manager and Member roles with different permissions.

Yes. Build a reusable project template, then schedule it for a client monthly, quarterly or yearly. When the scheduled date arrives, Crank creates that period’s project and its tasks. See how recurring work works.

Yes. Create a one-off project for a client without setting up a recurring schedule.

Yes. A template can contain to-do lists and tasks with default assignees and due-date offsets. You can also edit the work after the project is created.

You can skip the next scheduled project with a reason and keep the schedule active for later periods. You can also pause a schedule.

The Today dashboard highlights work needing attention. The firm board, My work and Team views show assignments across clients, and a client’s service calendar shows the status of that client’s work. Explore the monthly workflow.

Yes. Each task has its own discussion and files. Projects can hold files too, so the supporting material stays with the work.

They get an email with a signed link to the request page. There they can read what you need, reply and attach files. They do not see your internal task board. See client requests.

Yes. A request can ask for information, documents or confirmation. The client’s replies and attachments stay in the request conversation.

Yes. Request automations can send a request to a chosen client contact monthly, quarterly or yearly, with an owner and an optional due date.

Yes. Send a reminder yourself or set automatic reminders every 3, 7 or 14 days while the request is waiting on the client.

Yes. You can link a request to a client project, and the project shows its related requests.

Yes. The Inbox supports general client conversations and file attachments. Requests have their own conversation for the specific item you are waiting to receive.

Mark it complete or cancel it. You can reopen a completed or canceled request if you need to continue the conversation.

No. Crank organizes the client work around the books. Transactions, reconciliations and accounting records stay in your accounting software.

You can select customers to import from one connected QBO company. Crank links clear matches to existing clients, creates other client records, and lets you add or update a QBO customer from a client record. These are deliberate import and update actions; it does not sync transactions. Read about the QBO connection.

Yes. You can manage the client’s work in Crank and record their accounting platform on the client profile. That field is for reference; QBO is the operational accounting integration.

Files attached to requests, conversations, projects and tasks stay with those records in Crank. For request files and replies, an owner or admin can export copies to a configured Dropbox, Zoho WorkDrive or S3-compatible destination. Originals remain in Crank.

No. Client links open the relevant request or message conversation. Your team’s projects, task discussions, notes and firm views remain in the internal workspace.