CPA firms

14 days free — no card, no catch.

Start free — CPA
Law firms

14 days free — no card, no catch.

Start free — Lawyer
Now in early access · US attorneys & CPAs

Stop losing deals to
blocker blindness

When your lawyer is waiting on the audit and your CPA is waiting on the signed contract — and neither knows the other is stuck — that's blocker blindness. Klaro fixes it.

AI-powered practice management for US law firms and CPA firms. Cross-firm collaboration, predictive delay detection, and audit-ready compliance trails.

No credit card required · Cancel anytime · White-glove migration included

Individual professional?Tax Tracker — $39.99 one-time →

4.2h

saved per attorney per week

31%

faster matter close times

$0

migration cost (guaranteed)

99.9%

uptime SLA on Enterprise

The $2.4 trillion coordination problem

US professional services firms lose an estimated 23% of billable time to inter-firm coordination failures. Klaro is the first platform built specifically to solve this.

😤

The Lawyer's problem

Waiting on the CPA for the audit report before closing. No visibility into when it's coming. Deal deadline slipping.

😩

The CPA's problem

Waiting on the attorney for the signed engagement letter before starting. Three emails sent. Radio silence.

😰

The Client's problem

Paying both firms to wait on each other. Getting invoiced for the inefficiency they can't even see.

Klaro connects both firms in a shared workspace

When the CPA marks their task as blocked, the lawyer's closing task auto-flags as HIGH PRIORITY. No emails. No calls. Automatic.

For individuals

Klaro Tax Tracker

Built for Indian-origin professionals in the US — W-2 earners, 1099 contractors, and NRIs with income on both sides of the world.

Log your income monthly in 2 minutes. Get a running federal + state tax estimate all year. Never be surprised in April again. Includes DTAA relief calculator and FBAR/FATCA alerts.

  • Federal + all 50 state tax estimates
  • India-US DTAA relief calculator
  • FBAR / FATCA alerts for NRE/NRO accounts
  • W-2, 1099, K-1 document parsing
  • Monthly email reminders — 2 minutes/month
  • Year-end PDF summary to hand your CPA
Get Tax Tracker →

$39.99

one-time · 3-year access

Then $19.99/yr · No subscription trap · Cancel anytime

Your tax picture — all year long

January

$8,400

✓ Done

$1,240 refund

February

$8,400

✓ Done

$1,190 refund

March

$9,100

✓ Done

$980 refund

April

→ Now

Log to update

Running estimate

$980 refund

For Law Firms

Everything your firm needs — minus the admin fatigue

Built for US attorneys. IOLTA-aware billing, malpractice-protection audit trails, and AI that predicts problems before they become malpractice claims.

Matter & Case Management

Full matter lifecycle — intake, deadlines, court dates, documents, billing. Everything in one place, not five apps.

🔗

Cross-Firm Blocker Dashboard

When your CPA hasn't finished the audit, your closing task auto-flags as BLOCKED with a countdown. No more chasing emails.

📋

Audit-Ready Compliance Trail

Every decision logged with who made it, what document triggered it, and when. Malpractice protection built in.

🤖

Klaro Sentinel AI

Predicts delays before they happen. 'This M&A matter is running 4 days behind similar matters. 3 tasks need reassignment.'

Time & Billing

Track billable hours, generate invoices, manage trust accounts. IOLTA-aware billing built for US law firms.

📁

Secure Document Vault

Client documents with version control, e-signature requests, and chain of custody logging for litigation support.

For CPA Firms

Stop chasing documents. Start closing returns.

Tax season capacity planning, automated PBC tracking, and AI that tells you a return is going sideways before the deadline hits.

📊

Tax Workflow Management

Track 1040, 1120, 1065, 990 returns. Automated deadline alerts for extension deadlines and IRS due dates.

🔗

Shared Client Workspace

Work with the client's attorney on the same matter. No more emailing PDFs back and forth or version conflicts.

🤖

AI Anomaly Detection

'This client's tax prep is 30% longer than average for their industry. AI suggests a missing Schedule K-1.' Fix before it's late.

📄

Document Request Tracker

PBC lists with client portal. Clients upload directly, you get notified. Stop chasing missing documents.

🔍

1099 & W-2 Management

Track issuance, corrections, and filing status for all contractor and employee filings in one dashboard.

🛡

IRS Compliance Audit Trail

Complete decision log for every return. Who reviewed it, what changed, when it was signed. IRS-ready in minutes.

Klaro Sentinel AI

The AI that manages your firm's health — not just your tasks

Everyone has AI that summarizes text. Klaro Sentinel is different — it predicts friction. It analyzes your past matter timelines, team capacity, and client patterns to surface problems before they become disasters.

For Law Firms

"Warning: Based on previous M&A filings in New York, your paralegal team is over-capacity. This deal will likely be delayed by 4 days unless 2 tasks are reassigned."

For CPA Firms

"Anomaly detected: This client's tax prep is taking 30% longer than average for their industry. AI suggests a missing Schedule K-1 based on similar historical patterns."

Cross-Firm

"Blocker alert: The audit report from Greene & Associates is now 6 days late. Your closing deadline is in 9 days. Escalation recommended."

Sentinel Dashboard

M&A — Acme Corp

4 days behind pace

At risk

Estate Plan — Johnson

2 days ahead

On track

1120 — TechStart Inc

Missing K-1 suspected

Anomaly

Litigation — Smith v Brown

Waiting on expert report

Blocked

1040 — Rivera Family

Day 3 of 8

On track

Available on Professional & Enterprise plans

Cross-Firm Collaboration

The first platform built for multi-disciplinary client work

Law firms and CPA firms increasingly work on the same clients — M&A, estate planning, tax defense, business formation. Klaro is the shared workspace that connects them.

01📨

Invite the other firm

Send a secure workspace invitation to your client's attorney or CPA. They accept in one click — no new software to learn.

02🔗

Link your blockers

Connect your tasks to theirs. When their audit is late, your closing automatically flags. Real-time, automatic, no emails.

03

Close faster together

Both firms see the shared timeline. Sentinel AI monitors both sides. Deals close faster. Clients are happier. Everyone bills more.

Simple, transparent pricing

No per-seat surprises on Enterprise. No hidden fees. White-glove migration included on all plans.

Personal

Tax Tracker

$39.99one-time

3-year access · then $19.99/yr

Personal tax tracking for individuals

Get Tax Tracker
  • Monthly income check-ins
  • W-2, 1099, K-1 document parsing
  • Federal + all 50 state estimates
  • India-US DTAA relief calculator
  • FBAR / FATCA alerts
  • Year-end summary PDF for your CPA
  • Monthly email reminders

Solo

$79/mo

or $759/yr · save 20%

Solo CPAs & attorneys

Start free trial
  • 1 user
  • Unlimited matters & clients
  • Time tracking & invoicing
  • Document vault
  • Email support
  • 14-day free trial

Solo+

$119/mo

or $1,142/yr · save 20% · 1 user

Solo practitioners with cross-border clients

Start free trial
  • Everything in Solo
  • DTAA calculator (8 treaties)
  • FBAR / FATCA tracker
  • Contract Intelligence AI
  • Nexus AI analyser
Most popular

Pro

$249/mo

or $2,390/yr · save 20% · up to 5 users

Small CPA & law firms

Start free trial
  • Everything in Solo+
  • Up to 5 users
  • Klaro Sentinel AI monitoring
  • Cross-firm collaboration
  • Audit-ready compliance trail
  • Priority support

Pro+

$399/mo

or $3,830/yr · save 20% · up to 10 users

Growing firms

Start free trial
  • Everything in Pro
  • Up to 10 users
  • Native e-signatures (unlimited)
  • Client portal

Firm

$699/mo

or $6,710/yr · save 20% · up to 25 users

Established firms

Start free trial
  • Everything in Pro+
  • Up to 25 users
  • API access
  • Dedicated onboarding

Firm+

$999/mo

or $9,590/yr · save 20% · up to 50 users

Large firms

Start free trial
  • Everything in Firm
  • Up to 50 users
  • White-glove migration
  • SLA guarantee
  • Custom AI training

White-glove migration guarantee: We migrate your data from Clio, MyCase, PracticePanther, QuickBooks, or any legacy system — free. If anything is lost or wrong, we fix it at no charge.

How Klaro compares

FeatureKlaroClioKarbonMyCase
Law firm management
CPA / accounting workflows
Cross-firm collaboration
Predictive AI (Sentinel)
Blocker auto-escalation
Audit-ready compliance trailPartialPartial
Per-matter pricing option
White-glove migration
From the Klaro ecosystem

KLARO PULSE

Operational certainty for your firm's technology. The world's first Large Action Model (LAM) built to audit business logic and compliance.

Klaro Pulse runs agentic audits of your firm's software — catching broken workflows, compliance gaps, and errors before they become client problems. Hourly Sentinel heartbeats. Full LAM interaction traces. SOC2 readiness checks.

Hourly Sentinel HeartbeatFull LAM Interaction TracesUS Compliance BaselineJavaScript Error TrackingSOC2 / ISO Readiness404 & Broken Link Discovery

Sentinel Core

Daily agentic audit · US compliance baseline · 404 discovery

$499/mo

Omni-Audit Pro

Recommended

Hourly heartbeat · Full LAM traces · Priority security patching

$1,499/mo

Custom Guard

Unlimited audits · SOC2 readiness · Multi-region GDS validation

Custom

14-day pilot available on Omni-Audit Pro →

Frequently asked questions

How is Klaro different from Clio or MyCase?+
Clio and MyCase are excellent law firm tools — but they're silos. Klaro is built for the reality that lawyers and CPAs work together on clients. Our Cross-Firm Blocker Dashboard and Klaro Sentinel AI address the #1 complaint of US professional services: inefficiency from fragmented communication between firms.
What is Klaro Sentinel?+
Klaro Sentinel is our predictive AI that analyzes your past matter timelines and identifies hidden latency before it becomes a problem. It tells you things like: 'Your paralegal team is over-capacity — this M&A deal will be delayed by 4 days unless 2 tasks are reassigned.' No other legal software does this.
Is my client data secure?+
Yes. Data is hosted in US-East (AWS), encrypted at rest (AES-256) and in transit (TLS 1.3). We are SOC 2 Type II in progress. HIPAA-ready infrastructure available on Enterprise. We never train AI models on your client data.
Can we import data from our existing software?+
Yes. We offer white-glove migration from Clio, MyCase, PracticePanther, QuickBooks, and most legacy systems. Our team handles the move with a Migration Guarantee — if anything is lost, we fix it at no charge.
How does the cross-firm collaboration work?+
You invite the other firm (e.g., your client's CPA) to a shared workspace for that client. They see only what you share. When their task is blocked, your tasks automatically get flagged. No new logins, no app switching — it works inside Klaro.
What does 'per active matter' mean in Professional?+
An active matter is any case, deal, or engagement where at least one task was updated in the billing month. Closed matters don't count. Average Professional firm has 20–40 active matters, making the effective cost $609–$769/mo for a full team.

Ready to eliminate blocker blindness?

Join law firms and CPA firms who are closing matters faster, billing more, and keeping clients happier with Klaro.

No credit card required · White-glove migration included · Cancel anytime

Stay updated

Get product updates, DTAA changes, FBAR deadline reminders, and US tax tips — no spam.

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Questions about pricing, your account, or anything else — we respond within 1 business day.

Or call us directly: +1 928 719 7389

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