For accountants, corporate service providers and advisers
Track every client's deadlines without a tab per client.
BildrX gives each client company a record of its cap table, resolutions and compliance dates. Enterprise is priced by program for firms with many clients.
A tab per client, a colour for overdue
Each tab in your tracker holds a client's trade licence renewal, board meetings, pending share transfers and the client's own filing dates. You update it from emails and calls, so it is only as current as the last call.
When a client asks where their share register is, you end up asking the client. And when a licence renewal slips, the late fee lands on the client while the tracker still shows it as upcoming.
What you run for each client
Enterprise for firms with many clients
Each client company keeps its own record, and you, the client's CFO and its lawyer all work in it. A client imports its spreadsheet and is live in under 30 minutes, and Copilot answers questions from that client's own records.
Enterprise is priced by program for firms with many clients. Talk to us
What's free, what's Pro
Each client picks its own plan and pays per company. Free covers a cap table of up to 30 stakeholders and deadline tracking. Pro is $49 a month or $499 a year per company and adds email reminders, board voting and vesting. See pricing
Start one client free today. Your team's seats cost nothing on any plan.
FAQ
Each client company has its own record, and you join it as a member. Talk to us about a program price for your practice.
Yes. Every open deadline gets reminder emails: on Free, every Owner hears 7 days before; on Pro, the people you choose hear 30, 7 and 0 days before. A calendar feed on Pro subscribes your calendar to the deadlines.
Nothing to start. The free plan never expires and covers a cap table for up to 30 stakeholders. Seats are unlimited, so adding your team never changes the client's bill.