Marketing & client growth · Reporting & dashboards
The Gap
An advisory system for accounting firms: structured planning and performance conversations, plus the content library to bring clients into them.
Straight answers
- What is The Gap?
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The Gap is marketing and client growth software for accounting and bookkeeping firms. The Gap is a meetings platform that helps accounting firms turn client conversations into advisory revenue. It integrates with Xero Practice Manager, Google Meet, Microsoft Teams, Zoom, FYI.
- Who is it for?
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The Gap is for accounting and bookkeeping firms, and the vendor names accounting firms.
- What does it cost?
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The Gap does not publish prices The Firm could quote; the vendor's pricing page is linked from this listing.
- What's the catch?
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The Gap has not claimed this listing, so the description is The Firm's compilation from the vendor's own site rather than the vendor's words.
Overview
The Gap is a meetings platform designed specifically for accountants and advisors. It helps firms systematically turn client conversations into structured advisory revenue opportunities. The platform provides tools for meeting preparation, delivery, and follow-up, ensuring that valuable insights are captured and acted upon.
With features like AI-powered note-taking, customizable agendas, and coaching reports, The Gap enhances the efficiency of client meetings. It integrates with existing business tools, including Xero Practice Manager, to improve client engagement.
Compiled by The Firm from the vendor's website and app-store listing, checked 4 Sep 2026. Not reviewed by the vendor. Claim this listing to correct it.
The facts
Compiled from the vendor's own site, dated- Category
- Marketing & client growth · Reporting & dashboards
- Works with
- Xero Practice Manager, Google Meet, Microsoft Teams, Zoom, FYI
- Available in
- Sold everywhere; no region stated
- Who runs it
- Accounting firms
- Founded
- 2014
- Xero App Store
- Listed
- Listing
- Compiled by The Firm from the vendor's own site
- Last checked
- 4 Sep 2026
The Gap pricing
No published priceThe Gap does not publish prices The Firm could quote. See the vendor's own price page (opens in a new tab)
What it does
From the vendor's own site- AI-powered note-taking
- Customizable agendas
- Coaching reports
- Pre-meeting questionnaires
- Meeting outputs
The Gap integrations
5 integrations mapped- Xero Practice Manager
- Google Meet
- Microsoft Teams
- Zoom
- FYI
Who implements The Gap
Implement The Gap for accounting firms? List your practice free.
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The Gap, answered
The questions firms search for before they trial it- What is The Gap?
- The Gap is marketing and client growth software for accounting and bookkeeping firms. The Gap is a meetings platform that helps accounting firms turn client conversations into advisory revenue. It integrates with Xero Practice Manager, Google Meet, Microsoft Teams, Zoom, FYI.
- Does The Gap integrate with Xero Practice Manager?
- Yes. The Gap lists Xero Practice Manager as an integration, alongside Google Meet, Microsoft Teams, Zoom, FYI. The Firm's directory can be filtered by Xero Practice Manager to see the other tools that plug into the same stack.
- Does The Gap integrate with Microsoft Teams?
- Yes. The Gap lists Microsoft Teams as an integration, alongside Xero Practice Manager, Google Meet, Zoom, FYI. The Firm's directory can be filtered by Microsoft Teams to see the other tools that plug into the same stack.
- Does The Gap integrate with FYI?
- Yes. The Gap lists FYI as an integration, alongside Xero Practice Manager, Google Meet, Microsoft Teams, Zoom. The Firm's directory can be filtered by FYI to see the other tools that plug into the same stack.
- What does The Gap integrate with?
- The Gap lists 5 integrations: Xero Practice Manager, Google Meet, Microsoft Teams, Zoom, FYI. Integrations are as the vendor names them; the directory groups every tool by what it connects to.
- Who is The Gap for?
- The Gap is built for Accounting firms. It is marketing and client growth software, listed on The Firm's practice shelf.
- Is The Gap on the Xero App Store?
- Yes. The Gap has a listing on the Xero App Store, which is one of the sources this fact sheet was compiled from.
- Are there reviews of The Gap?
- The Gap's Xero App Store listing carries reviews from Xero users. Reviews on The Firm are written by account holders under their own name and firm and checked before publication, and a rating publishes once five firms have reviewed a tool. The listing itself is a fact sheet, not a verdict.
- Who makes The Gap?
- The Gap is made by a company founded in 2014, as stated on the vendor's own site (checked 3 September 2026).
- Can a firm see The Gap before buying?
- Yes. The Gap offers a demo or trial page, linked from the Book a demo button on this listing. Terms of any trial are the vendor's.
- Who maintains this The Gap listing?
- The Firm compiled this listing from the vendor's own website and app-store listing (checked 3 September 2026); The Gap has not yet claimed it. Claiming is free and lets the vendor correct any detail here.
- How does a firm choose between marketing and client growth tools?
- The Firm's guide to choosing marketing and client growth software, on the Marketing & client growth category page, sets out what a practice uses this kind of tool for, what to look for and what to avoid. The directory lists every marketing and client growth tool; listing is not a ranking.
- Is there a free trial? Vendor
- The Gap offers a 14-day free trial with no credit card details required.
- How does it handle my client data? Vendor
- The Gap employs data security practices, including encryption and multi-factor authentication, to protect client data.
- What are the alternatives to The Gap?
- Other marketing and client growth tools in The Firm's directory include BOMA and PracticeWeb. Listing is not a ranking: each profile states what the tool does, what it integrates with and how it charges, and up to four can be compared side by side.
Answers are ours, grounded in this listing's facts; answers marked "vendor" are as published on The Gap's own site, checked 4 Sep 2026. Tell us an answer is wrong
What changed on this listing
Every edit, dated, with who made it- Sept 2026 faq updated. Checked by The Firm
- Sept 2026 added integration: FYI. Checked by The Firm
Is this your product?
This listing was compiled from the vendor's own website and app-store copy. Claiming it is free: write your own description, list your features and integrations, add screenshots and pricing, reply to reviews, and get a monthly note on who is clicking through.
Alternatives to The Gap
Other marketing and client growth tools, in the directory's usual order. Listing is not a ranking. The whole shelf →
BOMA
Marketing & client growth
AI-powered marketing platform for accountants
Works with XeroUnclaimed listing
PracticeWeb
Vendor states availability in GBMarketing & client growth
Websites, content and marketing built only for accountancy firms, wired into the practice management systems firms already run.
Unclaimed listing