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Features & how they work › Built for teams

Chat

Team messages inside the app — reply from any screen

A chat for everyone on the team — owners, managers and staff. New messages pop up in the corner of whatever screen you're on, so you can reply right there, with attachments. New tasks and approval requests are announced in the same corner.

Who uses it:OwnersManagersStaff
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What it does

Message anyone

Everyone on the team is listed, with who's online right now.

Pop-ups anywhere

Reply from the corner without leaving what you're doing (Enter to send).

Attach files

PDF, images, Office, CSV and ZIP up to 20 MB — visible only to sender and recipient.

Task & approval alerts

New tasks and approval requests appear within 15 seconds with a 🔔 — no reload needed.

How it flows

  1. 1Staff
    Pick someone and send

    From 💬 Chat in the menu or the 💬 button, with attachments if needed.

  2. 2Automatic
    It pops up for them

    In the corner of any screen, with an unread count in the menu.

  3. 3Office
    Reply in place

    Type in the pop-up and press Enter; 📎 for files.

  4. 4Automatic
    Work alerts too

    New tasks and approvals ring a 🔔 and open lists refresh on their own.

See the screens

Admin (office)

Chat: people on the left (🟢 online now), the conversation on the right

Chat (within your team)

  1. Open it from “💬 Chat” in the left menu or the 💬 at the bottom right of any screen. Message any owner, manager or staff member of the company (members never see it). Dots show 🟢 online now, 🟡 signed in, ⚪ not signed in.
  2. When a message arrives, a pop-up appears at the bottom right of whatever screen you are on and you can reply right there (Enter to send). The unread count shows on the 💬 and in the left menu. People who are signed out see it the next time they open the site. No emails are sent.
  3. Attach a file with 📎 (PDF, image, Office, CSV or ZIP, up to 20 MB; on the chat screen you can also drag and drop). Images show as thumbnails. Only the sender and the recipient can open it.
  4. Press “Also show desktop notifications” on the chat screen to be notified even while you are in another tab.

Staff screens

Chat: people on the left (🟢 online now), the conversation on the right

Chat (within your team)

  1. Open it from “💬 Chat” in the left menu or the 💬 at the bottom right of any screen. Message any owner, manager or staff member of the company (members never see it). Dots show 🟢 online now, 🟡 signed in, ⚪ not signed in.
  2. When a message arrives, a pop-up appears at the bottom right of whatever screen you are on and you can reply right there (Enter to send). The unread count shows on the 💬 and in the left menu. People who are signed out see it the next time they open the site. No emails are sent.
  3. Attach a file with 📎 (PDF, image, Office, CSV or ZIP, up to 20 MB; on the chat screen you can also drag and drop). Images show as thumbnails. Only the sender and the recipient can open it.
  4. Press “Also show desktop notifications” on the chat screen to be notified even while you are in another tab.
Reply to a new chat from the corner of any screen

Works well with

TasksAssign → documents → review → done or send back. Tax season without the gapsDetails ›
Search everythingType “invoice” — get the screens, how-tos and records at onceDetails ›
Roles, permissions & previewDecide who can use what — on one screenDetails ›

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