The document chase eats the calendar
Every month starts with the same ritual: email the client, wait, email again, dig through threads for the statement from three weeks ago. The close waits on the chase.
Bookkeeping practice management software that ends the document chase.
Workspace369 runs a bookkeeping practice's client work: client records, the client portal, document requests, email reminders, files, recurring tasks and invoices on every plan from $29 a month, with SMS reminders from Voyager ($74 a month, 2 seats) and expenses and basic accounting from Specialist ($149 a month, 10 seats).
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14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Talk to salesPortaldocuments, requests, and messages in one client home
Requestsstructured intake with automated reminders
Recordsfiles, invoices, and reporting beside the client
The work is rarely the hard part — getting the documents is. Workspace369 gives your practice client portals, structured document requests, automated reminders, and every file attached to the client record, so the close starts on time every month.
Key facts
Bookkeeping practice management software at Workspace369 covers 10 areas, including client records, client portal, document requests.
The workflow runs in 4 steps, from "request documents once" to "close, bill, and report".
Workspace369 starts at $29/mo for 1 seat, and the Commander plan includes 20 seats and 12× Cadet usage at $299/mo.
Additional seats cost $10 each; full pricing is public on the Workspace369 pricing page.
What slows down a bookkeeping practice
Files live everywhere except the client record
Bank statements in one thread, receipts in another, payroll reports in a folder nobody can find. The answer is always somewhere — just never where you look first.
Recurring work restarts from scratch
Monthly closes, payroll cycles, and quarterly reviews get rebuilt from memory and old emails instead of a repeatable workflow with owners and dates.
See the workspace your clients feel.
01
A portal clients actually check
Clients watch progress, files, and invoices in a branded portal instead of asking your team for updates.
02
Every channel in one inbox
Email lands beside the client record on every plan; texts, calls and voicemail join it from Voyager, with AI call summaries from Specialist.
03
Client work, organized as projects
Tasks, files, and status for every engagement — visible to the team and, through the client portal, to the client.
04
Proposals to paid invoices
Send quotes, bill milestones or retainers, and let automated reminders chase anything outstanding.
How Workspace369 runs a bookkeeping practice
01
Request documents once
Send structured document requests from the client record — statements, receipts, payroll reports — with exactly what you need itemized.
02
Let reminders do the chasing
Automated email reminders (and SMS from Voyager) follow up on a schedule until the documents arrive, so nobody on your team writes 'just checking in' again.
03
Work from one client home
Files, messages, approvals, and requests land in the client's portal and on their record — attached to the month they belong to, searchable by anyone on the team.
04
Close, bill, and report
Recurring tasks carry the monthly close, invoices go out with payment links, and reporting shows workload, receivables, and client value across the practice.
Bookkeeping practice coverage
- It targets the practice's real bottleneck — collecting documents on time — with structured requests and automated reminder sequences.
- The client portal gives every client one home for documents, messages, approvals, and invoices instead of scattered email threads.
- Recurring tasks, workflow automations, and reporting keep monthly and quarterly work repeatable instead of rebuilt from memory.
Client records
Client portal
Document requests
Automated reminders
Files and receipts
Recurring tasks
Shared inbox
Proposals and engagement letters
Invoices and payment plans
Reporting
What reviewers say about Workspace369.
★★★★★
SMB ModernizationGreat tool for modernizing small businesses. Ability to leverage AI without technical background.
★★★★★
True all-in-one systemIt beautifully combined my CRM, team calendar, and billing tools so I could finally stop paying for a bunch of separate software subscriptions
★★★★★
Best app for my construction businessGreat app. This app solved all my needs! Not only did it help, but it is cheaper than other apps. I highly recommend this app if you want to start organizing and automating your business on another level. Also love the design
Quoted exactly as written, in the reviewer’s own language. This is a selection of reviews, not all of them. Reviews from our own team are left out of the selection, but the overall rating includes their ratings.
See Workspace369 on your own client work.
Start a free trial or talk to sales — either way, you will see the whole loop: inbox, projects, portal, and billing. Start free trial
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Talk to salesQuestions about bookkeeping practice software
What is bookkeeping practice management software?
Bookkeeping practice management software helps bookkeepers and accounting firms run client work: document collection, client communication, recurring tasks, files, invoices, and reporting. Workspace369 connects all of it in one workspace, with plans from $29/mo for one seat (Cadet). Texting starts on Voyager ($74/mo, 2 seats); expenses and basic accounting start on Specialist ($149/mo, 10 seats).
How does Workspace369 collect client documents?
Through structured document requests sent from the client record. Clients upload files in their portal, and workflow automations follow up on a schedule until everything arrives: email steps run on every plan (up to 3 active workflows on Cadet), and SMS steps start on Voyager ($74/mo).
How do clients upload files and approve items?
Clients interact through a branded portal where they see requests, upload documents, approve items, and pay invoices — all attached to the same record your team works from.
Does Workspace369 handle recurring monthly work?
Yes. Recurring tasks and workflow automations carry monthly closes, payroll cycles, and quarterly reviews with owners, dates, and reminder sequences attached.
See where Workspace369 fits into your client-work flow.
Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
