Your clients, in the loop without the email thread.
One shared workspace where firms control access, ask questions, collect documents, and deliver reports — every interaction tracked, nothing lost in an inbox.
Client work happens in five inboxes. None of them talk to your books.
Questions over email, receipts in a shared drive, reports as attachments, approvals in a text thread. Nothing is tracked, and nothing is connected to the ledger. DayZero pulls every client interaction into one place that sits right on top of the books.
Email & texts
Questions and approvals scattered across threads. No record of what was asked, answered, or still outstanding.
Shared drives
Receipts and statements dumped in folders no one maintains — detached from the transactions they belong to.
Attachments
Reports mailed out as PDFs the client loses by next month. No live view of where their business actually stands.
You decide what each client can see and do.
Invite a client, scope them to the right businesses, and control everything from there — which integrations they can connect, whether AP automation and the AI assistant are on, and which notifications they get. The books stay yours; clients get a clean, read-only window.
Active clients
21
of 24
Pending invites
3
this month
Businesses shared
31
this month
Client | Access | Status |
|---|---|---|
Alpenglow Chocolate Co. | 2 businesses | Active |
Driftwood Surf Supply | 1 business | Active |
Lantern Coffee Roasters | 2 businesses | Invited |
Foxglove Florals | 1 business | Pending |
Cedar & Vine Wine Bar | 1 business | Active |
Stop chasing answers over email.
Attach a question to a specific transaction ("Was this a business meal?") and the client answers from a focused queue — or open a threaded message when something needs a real conversation. Every back-and-forth is tracked, not buried in an inbox.
Open questions
3
this month
Answered (wk)
9
this week
Avg response
4h
this week
Receipts and documents — uploaded securely.
Request a specific file (a W-9, a signed engagement letter, last month's receipts) and the client uploads it straight from their portal. Files live in encrypted storage and move over short-lived secure links — never through an email attachment.
Open requests
2
this month
Uploaded (wk)
7
this week
Overdue
1
this month
The numbers they need, delivered automatically.
Mark a report client-visible and it shows up in their portal — no attachments. Clients see their dashboard, financial statements, invoices, and bills in real time, and a scheduled weekly or monthly digest keeps them informed without logging in.
Reports shared
6
this month
Digest
Weekly
auto-sent
Last delivered
Mon
Jun P&L
Relationship management, built into the ledger.
Every client business, every open ask, every uploaded document — in one practice workspace. Switch between clients instantly and see each one's open questions, document requests, and shared reports in a single collaboration queue.
Give your clients a portal they'll actually use.
Invite a client, control what they see, and move every question, document, and report out of email.