AI-powered practice management
with cryptographic audit trails
Stop wasting hours chasing documents, drafting repetitive emails, and following up with clients. Stratacle automates the chaos with AI-assisted workflows and a branded client portal—so you can focus on advisory work, with tamper-proof audit trails built in.
Free forever · No credit card required · Setup in 2 minutes
10+
Hours saved weekly
10
MCP tools
256
Bit encryption
100%
Tamper-proof
24/7
Real-time sync
CORE FEATURES
Everything you need to run your practice
Purpose-built tools that handle the repetitive work so you can focus on advisory
AI Email Drafting
Transform notes into polished client emails using Claude AI. Review and edit before sending.
Document Requests
Generate smart document checklists with one click. Track status and send reminders.
Deadline Management
Never miss a filing date. Smart alerts for tax deadlines, extensions, and renewals.
Client Management
Full CRM with contact details, notes, document history, and interaction tracking.
Email Integration
Draft and manage client communications. AI-powered suggestions and templates.
Document Storage
Secure cloud storage for all client documents. Organized by client and request.
Client Portal
Branded portal for clients to securely upload documents. No more email attachments.
Practice Analytics
Dashboard with pending requests, upcoming deadlines, and real-time activity feed.
DASHBOARD
Your practice at a glance
Real-time dashboard with everything you need to stay on top of your work
Pending Documents
See all outstanding document requests grouped by client with due dates and status indicators.
Upcoming Deadlines
Calendar view of all filing deadlines. Color-coded by urgency with countdown timers.
Real-time Activity
Live feed of all actions via WebSocket. See document uploads, client updates, and more instantly.
Quick Stats
At-a-glance metrics: total clients, pending requests, documents this month, upcoming deadlines.
AI Chat Widget
In-app Claude assistant. Ask questions, draft emails, or get help with any task.
Mobile Optimized
Full mobile experience with bottom navigation, touch gestures, and iOS safe area support.
CLAUDE DESKTOP INTEGRATION
Manage your practice with natural language
Connect Stratacle to Claude Desktop via MCP (Model Context Protocol). Control everything with conversational commands. All actions are recorded in your audit trail.
10 MCP Tools Available
list_clients
View all clients
add_client
Create new client
get_client
Client details
list_deadlines
View deadlines
add_deadline
Create deadline
list_documents
View documents
request_documents
Request docs
draft_email
AI email draft
get_audit_events
View audit log
seal_audit_events
Seal audit chain
Example Commands
Scoped API Keys
Generate API keys with granular permissions. Control exactly what Claude can access.
Quick Setup
Go to Settings → MCP Keys → Create new key with your desired permissions
Add Stratacle MCP server to your claude_desktop_config.json
Ask Claude to manage clients, deadlines, documents, and more
CRYPTOGRAPHIC AUDIT TRAIL
Blockchain-style tamper-proof records
Every action is cryptographically hashed and chained. Detect any tampering instantly. Built for regulatory compliance and audit readiness.
Cryptographic Hashing
Every event sealed with industry-standard hashing
Digital Signatures
Each block cryptographically signed for authenticity
Chain Linking
Each block links to previous for tamper detection
Instant Verification
One-click full chain integrity check
Events Automatically Tracked
SECURITY
Enterprise-grade security built in
Secure Sessions
Encrypted HTTP-only session cookies with automatic refresh and secure logout.
Strong Encryption
Passwords and sensitive data protected with industry-leading encryption standards.
Data Isolation
Complete tenant isolation ensures your data is never accessible by other accounts.
Scoped API Keys
MCP keys with granular permissions. Expire, revoke, and audit all API access.
Full Audit Logging
Every action logged with actor, timestamp, and integrity verification. Nothing goes unrecorded.
Self-Hosted Option
Deploy on your own infrastructure. Full control over data residency and compliance.
PRICING
Start free, scale as you grow
Start with our free tier to test core workflows. Upgrade anytime for unlimited clients and advanced capabilities.
Free
Explore the platform
No credit card required
- 3 clients
- 50 AI requests/mo
- 0.5 GB storage
- Basic audit log
- 1 MCP key
Starter
For small practices
Everything in Free, plus:
- 25 clients
- 500 AI requests/mo
- 5 GB storage
- Cryptographic audit trail
- 3 MCP keys
Professional
For growing firms
Everything in Starter, plus:
- 100 clients
- 2,000 AI requests/mo
- 25 GB storage
- Custom branding
- 10 MCP keys
Upgrade, downgrade, or cancel anytime. No credit card required to start.
Early users receive personalized onboarding and direct founder access. Reach out for early access details.
Ready to modernize your practice?
Join accountants using AI-powered workflows with cryptographic audit trails. Start free, no credit card required.