Features

Everything a practice runs on, in one workspace

Clients, engagements, tasks, time, documents, invoicing and client communication share one data model, so nothing is re-entered and nothing is lost.

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Clients

One record for every client, with the history behind it

Keep legal names, tax IDs, contacts, tags and status together, and see every engagement, task, hour and document linked to the client from one page.

  • Bulk import from an Excel or CSV template, up to 2,000 clients per file
  • Every row checked before saving: tax ID (EIN) format, emails, phone numbers and duplicates by tax ID or name
  • Skip or update clients that already exist, and export your client list to CSV any time
  • Health score and last-activity tracking so quiet clients surface early
  • Archive instead of delete, so history stays intact
Engagements

Plan work by service line, deadline and budget

Each engagement carries its client, service line, manager, dates, SLA, budget hours and fee, with list and Kanban views for the whole practice.

  • Kanban by status: Planned, In progress, On hold, Done
  • Share a read-only portal link with the client for a single engagement
  • Documents, chat and tasks live inside the engagement
  • Activity trail of every status change
Tasks

Assign, prioritize and keep the team on the same list

Tasks sit under engagements with priority, assignee, planned versus actual hours, due dates and tags. Subtasks and dependencies model real workflows.

  • List and Kanban views with filters by engagement, status, priority and overdue
  • Dependencies and blocked flags so handoffs are explicit
  • Recurring tasks for periodic compliance work
  • Checklist templates per service line to spin up standard work
Time

Capture billable hours without the end-of-week scramble

Log time against any task from a timesheet grid or a running timer. Rate rules compute amounts, managers approve, and utilization is visible all week.

  • Weekly timesheet per team member with billable and non-billable split
  • Start-stop timer that logs straight to a task
  • Rate rules by member, client or engagement; period locks after approval
  • Utilization against each member's weekly capacity
Documents

A versioned vault tied to clients and engagements

Upload working papers, returns and client records into folders scoped to the engagement. Every upload creates a version, and previews open in the browser.

  • Folders by client and engagement, with tags and full-text metadata
  • Version history with change notes and hash verification
  • Inline preview for PDFs and images; signed, expiring links for everything
  • Clients can upload through their portal link
Invoicing

Raise invoices from the work you already tracked

Outstanding totals and unpaid counts sit on the dashboard. Invoices link to the client and carry status from Draft through Sent, Paid and Overdue.

  • Workspace currency and tax identifiers applied automatically
  • Mark paid, track overdue and see recent invoices at a glance
  • Invoice in USD or in each client's own currency, with a sales tax line when you need one
Messages

Conversations that stay with the engagement

Engagement chat for the team and the client in one thread, so questions, approvals and file requests are never lost in email.

  • Team and client messages marked by author type
  • Clients reply from the portal without an account
  • AI drafts replies and kickoff checklists from the thread
Reports

Utilization, burndown and client summaries

See where hours go, which engagements are running hot and which clients drive the work. Export any report to CSV.

  • Utilization by member against capacity
  • Engagement burndown of planned versus logged hours
  • Client summary of engagements, hours and billing

Platform

What holds it together

AI where it saves time

Drafting replies and kickoff plans, tagging and extracting text from documents, and suggesting priorities and deadlines. Your data is never used to train models for other customers.

Isolated by design

Every row is scoped to a workspace and enforced in the database with row-level security. Roles cover Owner, Admin, Manager, Staff, Viewer and Client.

Built for firms anywhere

Multi-workspace support, per-workspace currency and country, and tax identifiers that fit GST, VAT or other regimes.

A client portal without the setup

Share one link per engagement. Clients see status, documents and chat for that engagement only, with no login to manage.

A dashboard that acts

Tasks due soon, utilization this week, engagement status, outstanding invoices and recent activity, each with a one-click action.

Guided onboarding

A checklist that tracks real progress: first client, first engagement, three tasks, logged time, an uploaded document and an invited teammate.

MyPract

Set up a workspace, add your first client and log an hour in under ten minutes. No card required.

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