Job & Workflow Management
Move work forward with visual boards, tables, calendars, and timelines.
Organise your firm's work across Kanban boards with drag-and-drop columns, or switch to table view for spreadsheet-style sorting and export. Timeline view gives you a Gantt-style overview with infinite scroll, while calendar view maps jobs and leave onto a day/week/month grid.
- Kanban boards with customisable columns, colours, and permissions
- Table view with multi-column sorting, inline editing, and CSV export
- Timeline (Gantt) view with infinite scroll and date range navigation
- Calendar view with day, week, fortnight, and month modes
- Drag-and-drop between columns, boards, and views
- Job priorities (Low, Medium, High, Urgent) with colour-coded indicators
- Progress tracking (0–100%) at job and subtask level
- Planned hours, start dates, and due dates per job
- Tags, custom fields, and category-based organisation
- Up to 4 concurrent floating job windows for multi-tasking
Client CRM
Your entire client database, structured and searchable.
Manage clients with entity groups, custom fields, engagement status tracking, and team assignments. Link clients to jobs, time entries, documents, and portal access, all from a single client record.
- Client records with entity type, contact details, and custom fields
- Entity groups with head client hierarchy and relationship mapping
- Engagement status tracking (recurring, transactional, disengaged)
- Team and staff assignment per client
- Custom field definitions (text, number, boolean, link, file, list)
- Client-level document panel grouped by financial year and category
- Portal user management and invitation from client records
- Internal client system for non-billable/admin work
Time Tracking & Timesheets
Track every billable minute with live timers and weekly grids.
Start a timer from the persistent topbar widget, or enter time manually. The weekly timesheet grid shows entries grouped by job with daily and weekly totals. Submission, approval, and lock workflows keep your data clean for invoicing.
- Live timer widget, persistent in topbar across all views
- Manual time entry with job, subtask, date, and duration
- Weekly timesheet grid with multi-entry popover per cell
- Configurable rounding increments with visual tooltips
- Submission workflow (draft → submitted → approved → invoiced → paid)
- Admin can submit/unsubmit on behalf of any user
- Tenant-wide weekly timesheet locks with auto-lock setting
- Subtask-level time tracking with 'Job > Subtask' display
- Audit trail for every time entry (created, updated, approved, locked)
- Daily target hours with progress indicators
WIP & Billing
Real-time Work In Progress with hierarchical billing rates.
See unbilled time by client with age bands (0–30, 31–60, 61–90, 90+ days). Billing rates resolve hierarchically so the right rate is visible before firm billing is prepared.
- WIP report with age bands and client drill-down
- As-at reporting for historical WIP balances at any date
- WIP movement reports (opening/new/invoiced/written-off/closing)
- Hierarchical billing rates: user+client > user > client > tenant default
- Date-bounded rates with automatic period closing
- Admin billing rate management with staff summary and rate history
- Firm-billing preparation from approved time entries
- Write-off and billing-status tracking for practice WIP
- Staff utilisation reporting (billable hours / working days)
ATO Compliance Calendar
Turn compliance dates into planned firm work.
Practice Sprint includes ATO deadline templates for common accounting-firm workflows. Agent due dates from the Tax Agent Lodgment Program are included where configured. Set deadlines to create jobs as they approach, so work gets assigned before it's urgent.
- Pre-loaded deadlines for BAS, IITR, CTR, TRT, PTR, SMSF, FBT, PAYG, SGC
- Agent due dates (Tax Agent Lodgment Program) included
- Seed any financial year (Jul–Jun) with one click
- Create jobs when deadlines approach
- Link deadlines to workflow templates for automated job generation
- System deadlines are protected from deletion
- Custom deadlines for non-ATO compliance requirements
Workflow Templates
Standardise your processes, then run them at scale.
Define reusable templates with steps, subtask templates, due date offsets, and role-based assignments. Generate jobs for one client or in bulk across your book. Workflow runs track completion status across all generated jobs.
- Multi-step templates with configurable order and dependencies
- Subtask templates with title, description, estimated hours, and priority
- Role-based assignment (assignee role inherits from step or is overridden)
- Due date offsets (days from parent job due date, including negative)
- Bulk generation across multiple clients at once
- Workflow run tracking with completion status
- Required document categories per workflow step
- Template duplication with subtask templates
- Soft-delete with recovery
Client Portal
Give your clients a window into their work, on your terms.
Your clients get a branded portal with magic-link login for the parts you expose: document upload, limited job progress, messages, and upcoming deadlines. You control who has access and what they can see.
- Magic-link authentication (no passwords for clients)
- Branded portal with firm name and navigation
- Document upload with category and financial year selection
- Job progress view (grouped by status/column)
- Chat-style messaging with read receipts and date separators
- ATO deadline view with colour-coded urgency
- Dashboard with summary cards and quick actions
- Portal user roles (admin, viewer) with deactivation
- Staff-side portal management from client records
- Automatic communication triggers on portal events
Document Management
Upload, organise, version, and review. From staff and clients.
Staff upload documents (up to 50MB) with auto-categorisation. The client portal accepts uploads too (20MB). Documents support versioning, review workflows, and required-doc checklists per workflow step.
- Staff uploads via drag-and-drop (50MB, MIME allowlist)
- Portal uploads with type whitelist (PDF, images, Office, CSV, ZIP)
- Document versioning with parent-child chain
- Review workflow (uploaded → reviewed → accepted/rejected)
- Required documents checklist per workflow step
- Client document panel grouped by financial year and category
- Local filesystem (dev) or S3-compatible storage (production)
- Streaming download or S3 signed URL redirect
Automated Communications
Send the right message at the right time, automatically.
Create templates with placeholder tokens that resolve per client. Set triggers to fire on status changes, deadlines, portal events, or manually. Track delivery status across email and portal channels.
- Template-based messaging for email and portal channels
- Placeholder tokens: {{clientName}}, {{taskTitle}}, {{dueDate}}, and more
- Trigger events: task status changes, deadlines, portal events, manual
- Bulk send via Resend Broadcast API
- Audience management with contact sync
- Delivery status tracking (queued, sent, failed, bounced)
- Delivery event webhooks (delivered, opened, clicked, complained)
- Template preview with resolved placeholders
Reports & Analytics
Dashboards and reports that tell you how your firm is performing.
Multiple report tabs covering revenue trends, staff utilisation, WIP ageing, and profitability by client.
- Dashboard overview with key metrics
- Revenue reports with period-over-period comparison
- WIP ageing by client with age bands
- Staff utilisation (billable hours vs capacity)
- Profitability by client and job
- CSV export across all report types
AI-Powered Features
Use AI for structured drafting where the input is appropriate.
Magic Import parses unstructured text, like email threads, meeting notes, and lists, into structured job drafts. Client import/export is handled through deterministic CSV flows, not a broad AI promise.
- Magic Import: paste text, get structured job drafts
- Task extraction: infer title, priority, assignee, dates, tags
- Client CSV import/export for deterministic client data changes
- Powered by Gemini (gemini-3-flash-preview)
Team Collaboration
Keep your team aligned with shared views and real-time sync.
Teams have 7 tabs: Announcements, Members, Chat, Tasks, Calendar, Timeline, and Activity. Supabase Realtime pushes changes to every connected user instantly. Notifications keep everyone informed.
- 7-tab Team View (Announcements, Members, Chat, Tasks, Calendar, Timeline, Activity)
- Supabase Realtime for instant sync across all connected users
- Notification system: task assignments, comments, deadlines, mentions
- Team-scoped boards and client assignments
- Capacity planning with overload/underload detection
- Leave management with self-service requests and admin approvals
- Team calendar overlay with leave entries
Where this is heading
Less of the work that wears your team down.
AI takes the routine prep first: workpaper review, source referencing, and draft outputs your team can check. Deeper bookkeeping and PracticeLedger-backed accounting workflows come later. Supported agent document prompts run through the PII pipeline before they reach an external model.
The demand case is simple: fewer cold starts, fewer tabs, and less senior time spent rebuilding context before a reviewer can make a judgement. We would rather demo the current workflow than publish unsupported time-saved claims.
Picture repetitive preparation work moving into a controlled queue: visible evidence, review decisions, and a clear audit trail, not a black-box agent.
The first agent is in private pilot. It reads a BAS workpaper, flags likely GST review points, and waits for your team before anything changes.
Already in your instance
LiveSee it in action
In closed beta with our first founding firm, with room for a handful more. Book a demo to get involved.