Task Management Built for Professional Services

A fully featured task management module with complete tracking capabilities — designed around how professional firms actually work.

Assign tasks to one or multiple team members
Assign tasks directly to clients
Link tasks to specific clients or projects
Set deadlines and priorities
Track task status in real time

Task Management

Client Portal

Publish Tasks in Secure Client Portals

Connect tasks directly to secure client portals for transparent communication — clients always know what's required of them.

Publish selected tasks to a client's portal
Request documents or actions from clients
Provide clear instructions in a secure environment
Maintain a complete audit trail

Notifications & Real-Time Collaboration

Keep your team aligned without constant meetings or email threads. Everyone knows what's happening, who's responsible, and what's due.

Instant task notifications
Activity updates across tasks
Deadline reminders
Clear ownership of responsibilities

Collaboration

Comments

@Mentions & Contextual Comments

Collaborate directly within tasks without switching systems. Keep every conversation linked to the work itself.

Use @mentions to notify colleagues instantly
Add contextual comments to specific tasks
Maintain a clear conversation history
Keep discussions linked to the work itself

Task Templates for Repeatable Workflows

Stop reinventing the wheel for every engagement. Build reusable templates for your firm's most common processes.

Standardise recurring workflows
Create multi-step task structures
Ensure process consistency across teams
Reduce setup time for recurring engagements

Templates

Integrated with Client Portals, E-Signatures & Document Management

Practice Manager isn't a standalone tool — it's woven into the same platform as your client portals, documents and signatures. No integrations to maintain, no data silos.

Secure Client Portals

Tasks published directly into each client's portal

Electronic Signatures

Trigger signing workflows directly from tasks

Document Management

Documents and tasks linked in one place

Workflow Automation

Automate task creation and handoffs

Built for Growing Firms

Whether you manage five clients or five hundred, Practice Manager scales with you — giving your whole team a single source of truth.

Clear Accountability

Every task has a clear owner and deadline — no ambiguity

Structured Client Communication

Clients always know what's required of them and when

Improved Team Coordination

Shared visibility across your team reduces miscommunication

Reduced Operational Risk

Audit trails and structured processes keep you in control

A Single Source of Truth

Tasks, documents, signatures and client portals — all in one platform, always in sync

Frequently Asked Questions

Practice Management in MyDocSafe is an integrated set of tools designed to help professional firms organise, assign and track client-related work. It starts with a fully featured task management module and connects directly to secure client portals, document management and electronic signatures — all within one platform.

Unlike standalone task apps, MyDocSafe is built specifically for accountants, wealth managers, legal and advisory firms. Tasks can be assigned to team members and clients, published securely inside client portals, and linked to documents or e-signature workflows — creating a structured, auditable process tailored to regulated environments.

Yes. You can assign tasks directly to clients and publish them in their secure portal. Clients receive notifications and can view exactly what is required of them, upload documents, or complete requested actions — all within a secure environment with a full audit trail.

Absolutely. Team members receive real-time notifications, can use @mentions in task comments, track status updates and clearly see ownership and deadlines. This reduces internal emails and keeps conversations contextualised within each task.

Yes. You can build reusable task templates for repeatable processes such as onboarding, annual accounts preparation, investment reviews or compliance renewals. Templates help standardise your firm's processes and ensure consistency across teams.

Practice Management is fully integrated within MyDocSafe. It works seamlessly alongside client portals, document management and electronic signatures — meaning your internal task coordination and client-facing workflows operate within one secure, unified system.

The simple, secure, streamlined practice management software

Move beyond email and spreadsheets. Bring your team and your clients into one secure, structured environment.

Try Practice Manager Free for 30 Days Request Demo