Task management built for client work
Assign, track and complete every task across your team and your clients — with real-time visibility, automated reminders and a full audit trail.
Stop chasing tasks across email, spreadsheets and chat
A single place to plan, assign and finish work
MyDocSafe Task Management is purpose-built for accountants, advisers, lawyers and other professional firms. Tasks live alongside the documents, signatures and client portals they relate to — so nothing falls through the cracks and every step is on the record.
Assignment & Ownership
Assign work to anyone — your team or your clients
Every task has a clear owner, a deadline and a context. Assign to one person, a group, or the client themselves — and let the system keep everyone on track.
- Assign tasks to one or multiple team members
- Assign tasks directly to clients via their portal
- Link tasks to the right client, deal or matter
- Set deadlines, priorities and dependencies
- Track status in real time across the firm
Assign & Track
Tasks in Client Portals
Client-Facing Tasks
Publish tasks securely inside your client portals
Stop chasing clients over email. Publish tasks directly to each client's branded portal — they see what's required, upload documents, and you keep a complete audit trail of every action.
- Publish selected tasks to each client's secure portal
- Request documents, signatures or information
- Send automated reminders for overdue tasks
- Maintain a complete, time-stamped audit trail
Reminders & Notifications
Automated nudges so deadlines never slip
Configure reminder cadences once and let the system do the chasing. Email and in-app notifications keep your team and your clients moving without you having to lift a finger.
- Configurable reminder schedules per task or template
- Real-time activity notifications for the team
- Escalation rules when nothing happens
- Calendar & email notifications keep everyone aligned
Notifications
Reusable Templates
Templates & Workflows
Build once, reuse forever
Whether it's onboarding, year-end close, 1099 prep, AML refresh or compliance renewals, build a task template once and roll it out for every client in seconds. Your firm's playbook becomes the default.
- Reusable, multi-step task templates
- Recurring workflows for compliance & renewals
- Standardise quality across the whole team
- Onboard new staff faster with documented processes
Everything you need to keep work moving
A complete task workspace, not a bolt-on
Real-time dashboards
See every open task, owner, deadline and status at a glance — across the whole firm.
@mentions & comments
Discuss work in context — every comment lives on the task, not in someone's inbox.
Linked documents
Attach signed contracts, IDs or files to the task that produced them — one source of truth.
Built-in time tracking
Log time directly against tasks for accurate billing and capacity planning.
Filtered task lists
Filter by client, owner, due date, priority or tag to find exactly what you need.
Audit trail by default
Every assignment, comment and status change is recorded and exportable for compliance.
What changes when tasks live in MyDocSafe
Less chasing, fewer dropped balls, and a healthier margin on every client.
less time spent chasing clients
faster onboarding from first touch to first invoice
visibility on who's doing what and by when
tasks lost in someone's inbox
Loved by professional services firms
From two-person practices to multi-office firms — Task Management scales with you.
Accountants
Year-end, 1099s, payroll deadlines
Law Firms
Matter management & client requests
Wealth & Advisory
Reviews, KYC refresh & suitability
Consultancies
Engagements, deliverables & reviews
Frequently asked questions
Bring every task into one secure workspace
Try MyDocSafe Task Management free for 30 days — no credit card required.