Task management that actually gets done.
One shared workspace for admins, managers, staff, and clients. Assign tasks, track deadlines, share documents, and keep work moving - without the spreadsheet sprawl.
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Q2 client tasks
Live· Updated just nowActive
12
this sprint
Due today
3
across 2 clients
Awaiting approval
2
with clients
Closed this week
7
+18% vs last
Q2 GST reconciliation - Acme Corp
To doClient onboarding - Vector & Co (Phase 2)
To doTDS filing review - Lumen Group
In reviewAudit query resolution - Ledger mismatch
BlockedCompliance approval - March cycle
DoneEverything closed for this week
Nice work - your team is ahead of schedule.
Recent activity
- KSKS moved TDS filing review - Lumen Group from In progress → In review12m ago
- MRMR flagged Audit query resolution as blocked - awaiting client doc.1h ago
- PJPJ approved & closed Compliance approval - March cycle.2d ago
Three steps from spreadsheet to shipped.
A workflow your whole team - including clients - can actually follow.
Create your workspace
Spin up a workspace, invite teammates, and connect a client portal in under a minute.
Assign work by role
Admin, manager, staff, substaff, and clients each see exactly the slice they need - no oversharing.
Track deadlines & approvals
Auto-reminders, escalation rules, and a full audit trail keep work moving end-to-end.
One workspace. Every role.
Stop stitching together email, drives, and trackers. Give every role - admin, manager, staff, substaff, client - exactly the slice they need, on a board that updates in real-time.
One source of truth
Tasks, files, and approvals in one place. No more "which spreadsheet has the latest?".
Deadlines that hold
Auto-reminders, escalation rules, and a clear handoff trail keep work moving end-to-end.
Visibility without meetings
Live dashboards by team, client, and stage - managers stop pinging, staff stop reporting.
Today · 12 active tasks
LiveQ2 client onboarding pack
Due Fri · Maya R.
GST reconciliation - Acme
Due Tue · Karan S.
Audit query · ledger trail
Awaiting client doc
TDS filings - Lumen Group
Closed by Priya
0%
Fewer status meetings
after switching from spreadsheets
0
Roles in one workspace
admin · manager · staff · substaff · client
0%
Audit trail coverage
every action logged, immutably
Loved by ops, audit, and client-services teams.
“We replaced four spreadsheets and a shared inbox in a single week. Our clients can finally see exactly where each task stands.”
“The audit trail alone justifies the switch. Every approval, every document hand-off - logged, immutable, and easy to surface.”
“Client-ready boards changed our retainers. Updates land where clients already look, not buried in another email thread.”
Ready to ship work, not track it?
Create your first shared workspace in under a minute.
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