Your whole book of business — run from one workspace.
Switch between clients instantly, assign work to your team, enforce approval policies everywhere, and run reports and workflows across every client at once.
Every client is a separate login. Your practice isn't.
Most accounting tools were built for one company, so firms bolt together logins, spreadsheets, and shared inboxes to manage a book of clients. DayZero is multi-tenant from the ground up — one workspace that runs the whole practice.
Login sprawl
A separate account per client means constant context-switching and no view of the firm as a whole.
No shared standards
Approval rules and close processes live in each person's head, applied inconsistently across clients.
Invisible workload
No way to see who's handling which clients until something is late and a teammate is underwater.
Every client's books, one practice view.
Switch between client businesses instantly, with full data isolation between them. A practice overview rolls up revenue, active clients, pending work, and team load across your whole book — so you see the firm at a glance without opening each file.
Active clients
24
this month
Pending tasks
11
this month
Closes on track
21
this month
Client | Owner | Status | Close |
|---|---|---|---|
Acme Coffee Co. | M. Chen | Close 90% | Apr 4 |
Northwind LLC | J. Patel | In review | Apr 6 |
Globex Studio | M. Chen | On track | Apr 8 |
Initech Inc. | Unassigned | Needs owner | — |
Soylent Foods | A. Rivera | On track | Apr 9 |
Assign the work, see the load.
Build your team, group them into pods, and assign businesses so everyone knows what they own. Workload distribution shows who's carrying the most clients so you can rebalance before someone burns out.
Active clients
24
this month
Pending tasks
11
this month
Closes on track
21
this month
Client | Owner | Status | Close |
|---|---|---|---|
Acme Coffee Co. | M. Chen | Close 90% | Apr 4 |
Northwind LLC | J. Patel | In review | Apr 6 |
Globex Studio | M. Chen | On track | Apr 8 |
Initech Inc. | Unassigned | Needs owner | — |
Soylent Foods | A. Rivera | On track | Apr 9 |
Firm-wide standards, enforced automatically.
Set approval policies and client access controls once and apply them across clients. Decide what each client can see and do in their portal, and require sign-off on the transactions that matter — with a full audit trail behind every action.
Active clients
24
this month
Pending tasks
11
this month
Closes on track
21
this month
Client | Owner | Status | Close |
|---|---|---|---|
Acme Coffee Co. | M. Chen | Close 90% | Apr 4 |
Northwind LLC | J. Patel | In review | Apr 6 |
Globex Studio | M. Chen | On track | Apr 8 |
Initech Inc. | Unassigned | Needs owner | — |
Soylent Foods | A. Rivera | On track | Apr 9 |
Add a client, run the playbook everywhere.
Invite client users, assign them to businesses, and track who's active from one client list. Then run reports and reusable workflows — monthly close, tax prep, onboarding — across your entire book instead of one client at a time.
Active clients
24
this month
Pending tasks
11
this month
Closes on track
21
this month
Client | Owner | Status | Close |
|---|---|---|---|
Acme Coffee Co. | M. Chen | Close 90% | Apr 4 |
Northwind LLC | J. Patel | In review | Apr 6 |
Globex Studio | M. Chen | On track | Apr 8 |
Initech Inc. | Unassigned | Needs owner | — |
Soylent Foods | A. Rivera | On track | Apr 9 |
Pair it with the client portal and AI workflows.
Practice management runs the back office; the client portal gives every client a real-time window, and AI workflows deploy your close and onboarding playbooks across the whole book.
Run the practice, not the logins.
Bring every client into one workspace, assign the work, and apply your standards across the whole book.