01
Keep client records separate
Give each organisation its own members, task calendar, evidence and reports so records stay with the right client throughout delivery.
- Separate client workspaces
- Role-based client access
- Independent evidence vaults
Compliance software for accountants
Manage client compliance workspaces from one accountancy portfolio
Give every client a separate place for recurring compliance tasks, evidence requests and reports while your team keeps deadlines, ownership and follow-up visible across the portfolio.
Obligary complements your accounting and practice-management systems. It does not prepare or file accounts or tax returns, provide legal advice, perform an audit, or guarantee regulatory or certification outcomes.
Plain-English definition
A structured client service beyond year-end accounts
Client compliance workspace software helps accountancy firms organise the recurring business-compliance work that sits around their core accounting service. Each client keeps a separate calendar, evidence vault, members and reports, while authorised practice users can move between client workspaces from one portfolio. It creates a consistent delivery routine without mixing records or rebuilding a spreadsheet for every client.
How it works
Keep the routine clear from action to evidence.
02
See which clients need attention
Use a portfolio view to spot overdue work and follow-up pressure without opening every client file simply to establish current status.
- Portfolio overview
- Visible delivery pressure
- Fast client switching
03
Standardise recurring work
Build a consistent service around recurring compliance actions, then tailor responsibilities, dates and evidence expectations to each client.
- Repeatable onboarding
- Editable task structures
- Client-specific ownership
04
Collect evidence with context
Request the right document from the right person and keep the resulting upload connected to the task it supports instead of buried in email.
- Secure upload requests
- Account-free external uploads
- Task-linked evidence
05
Make reviews more useful
Use current client reports to show completed work, missing evidence and the next actions during regular advisory or compliance reviews.
- Client-specific reports
- Clear next actions
- Audit-pack exports
06
Grow a repeatable advisory service
A common operating routine reduces manual status gathering and gives the practice a clearer way to deliver ongoing compliance support across more clients.
- Less tracker maintenance
- Consistent service delivery
- Scalable client routines
A clearer operating system
Replace scattered client trackers with a consistent service workflow
Obligary does not replace professional judgement or accounting software. It organises the tasks, evidence and follow-up around an ongoing client compliance service.
Spreadsheets, inboxes and shared drives
- A different tracker and status format for every client
- Evidence requests disappear into email conversations
- Review preparation starts with manual status gathering
An Obligary accountancy portfolio
- A consistent structure with separate client workspaces
- Requests, evidence and tasks stay connected
- Current reports support regular client review conversations
Explore the workflow
Related product pages and practical guides
Book a client-workspace demoChoose a weekday demo time at 10:00 or 14:00 UK time.Agency pricingCompare multi-client portfolio plans for your firm.Client workspacesSee how separate client organisations are managed.Evidence requestsCollect client documents through secure upload links.Compliance consultantsExplore the wider adviser and consultant workflow.
FAQs
Common questions
Does every client have a separate workspace?
Yes. Each client has separate members, tasks, evidence and reports inside the accountancy firm's portfolio.
Can client staff use their workspace?
Yes. You can invite appropriate client users and control what they can see and do through workspace roles.
Can we request a document without giving someone an account?
Yes. A secure evidence-request link lets an external contact upload the requested file without receiving general workspace access.
Does Obligary replace accounting or practice-management software?
No. It complements those systems by organising recurring business-compliance tasks, evidence and reporting; it does not handle bookkeeping, accounts production or tax filing.
Can different clients use different compliance packs?
Yes. ISO and Cyber Essentials support can be enabled for the specific client workspaces that need those workflows.
Does Obligary provide compliance or legal advice?
No. Your firm and the client remain responsible for professional advice, applicability decisions, submissions and conclusions about compliance.
Put the next task, its owner and its evidence in one place.
Choose a 20-minute UK-time portfolio review to see the workflow against the way you manage client work today.
Book a client-workspace demo