Streamline your firm's operations with unified client workspaces, intelligent task management, real-time collaboration, and AI-powered insights.
Unified
Platform for all client operations
Real-Time
Collaboration across your firm
AI-Powered
Insights and automation
Purpose-built for accounting firms managing multiple client engagements simultaneously.
Each client gets a dedicated workspace with projects, contacts, tasks, files, and conversations in one unified view. Staff see across workspaces; clients see only their own.
Organize work with projects, custom task statuses, priority levels, due dates, time tracking, and multi-assignee support. Recurring tasks keep engagements on schedule.
Real-time messaging between staff and clients with rich text editing, @mentions, file attachments, and a secure client portal. Replace scattered emails with structured threads.
Upload, organize, and share files with Google Drive integration. Automatic folder syncing keeps documents accessible to both staff and clients through the portal.
Get your firm up and running in minutes.
Set up your firm's console, invite team members, and configure roles and permissions.
Create a workspace for each client. Add projects, contacts, and assign your team members.
Manage tasks, share files, communicate with clients, and track time all in one place.
Join accounting firms that are streamlining their operations with Supporting Spaces.