Capability
Each client with their records, invoices, and history in one place.
A client workspace holds the engagement, the agreed scope, the invoices raised, the documents exchanged, and the recurring work that repeats each month.
What you can do
- Create clients and engagements with their own records
- See every invoice and balance for a client
- Keep contracts and deliverable notes with the engagement
- Track recurring work and its status
A small agency reviews a client before a renewal conversation and sees the full history in a single view.
EngagementsActive
InvoicesLinked
DocumentsAttached
Recurring workScheduled
Related capabilities
Workflows and Deadlines
Turn recurring financial and administrative responsibilities into structured processes with owners, dates, and status history.
Open capability →Reports and Exports
Create clear summaries and structured exports without rebuilding your records at the end of the year.
Open capability →Accountant Collaboration
Give an accountant or bookkeeper organized access to the records they need without relying on scattered email threads.
Open capability →