Modules

Eight modules.
One desk per client.

An accountant's desk has Forms + Vault + Invoices. A pilates instructor's has Timeline + Checklist + Calendar. Each module is small, considered, and built to be turned on per client. Here's what each one does.

01 Timeline 02 Vault 03 Form 04 Checklist 05 Link Hub 06 Calendar 07 Messages 08 Invoices
MODULE 01 / TIMELINE

Timeline.

Updates and milestones the way a studio shares a build log. Threaded comments, photo grids, sketch attachments. The newsfeed your client actually checks — because there are only ten posts and they're all relevant.

✓
Threaded comments per post — your client can reply right where the question fits.
✓
Photo & sketch grids — progress shots, mood boards, before-after.
✓
Milestone markers — visual punctuation for "shipped" or "approved" moments.
✓
Read receipts — see when your client actually opened a post, not just got the email.
Replaces Email status updates Slack DMs WhatsApp voice notes
JS
John Smith · Tax 2026
timeline · 12 posts
LIVE
SL
Sara · You10 min ago
Hi John — first pass at your 2025 return is ready. Two clarifications below, then I'll file.
👀 1 · 💬 1
JS
John Smith3 min ago
Looks good. The Q3 expense — that's the laptop refresh, I'll send the receipt.
SL
Sara · Youyesterday
Reminder: schedule C signature still pending. Posted to checklist.
✓ done
MODULE 02 / VAULT

Document Vault.

Files, contracts, exports — versioned, encrypted, theirs forever. Not "until I cancel my Drive plan" or "until the share link expires." A permanent home for the documents that matter to the relationship.

✓
Version history on every file — see who changed what, roll back any time.
✓
AES-256 encryption at rest, TLS 1.3 in transit.
✓
Per-file permissions — share with the client, or keep internal.
✓
ZIP export any time — every desk's files in one archive, with metadata.
Replaces Drive share links WeTransfer "resending — see attached"
JS
Document Vault
8 files · 24 MB · encrypted
SYNCED
PDF
2025-Return-Draft.pdf
edited 10 min ago · Sara
2.4 MB v3
PDF
W2_2025.pdf
uploaded yesterday · John
1.1 MB v1
XLS
Q3-Expenses.xlsx
edited 2 days ago · Sara
340 KB v2
PDF
Engagement-Letter-2026.pdf
signed · 18 Mar
820 KB v1
ZIP
Receipts-2025.zip
12 files · uploaded by John
18 MB v1
MODULE 03 / FORM

Form.

Onboarding, intake, NPS, simple contracts. Drag-build, validate, route. Your client doesn't need a Typeform account, doesn't bounce off to a third domain, doesn't lose progress when their tab crashes.

✓
Field validation — emails, phones, currency, dates, file uploads.
✓
Conditional logic — show question 4 only if Q1 = "yes."
✓
E-signature on contract fields — legally binding, audit-logged.
✓
Auto-save — your client can leave and come back, nothing lost.
Replaces Typeform Google Forms PDFs by email DocuSign for simple sigs
JS
2026 Intake Form
3 / 4 complete · auto-saved
EDITING
01 / FILING STATUS
Will you be filing jointly this year?
Yes
No
Unsure
02 / EMAIL
Best email for HMRC correspondence
[email protected]
03 / DEPENDENTS
Any new dependents in 2025?
Type here…
67% auto-saved · 03:21
MODULE 04 / CHECKLIST

Checklist.

"What I need from you" — assignable, status-aware, gently nagging. The end of polite follow-up emails. Each task knows who owns it and when it was last touched.

✓
Per-task assignment — clear who owns what. You vs. client vs. their accountant.
✓
Smart reminders — gently nudges your client without filling your sent folder.
✓
Due dates with timezone-aware reminders.
Replaces The polite "any update?" email Trello cards just for clients
JS
Checklist · Tax 2026
2 left for client · 1 for you
OPEN
✓
Send 2024 P60 & P11D
John
✓
Sign engagement letter
John
Upload Q3 expense receipts
John
Confirm self-employed income split
John
File schedule C with HMRC
You
MODULE 06 / CALENDAR

Calendar.

Your client requests a time; you confirm. No "does Tuesday work?" thread, no double-booking across desks — one real schedule behind every branded portal.

✓
Client-requested slots — they pick from your open availability, you approve or decline.
✓
Conflict checks built in — no accidental double-booking across every client's desk.
✓
Confirmation notifications — both sides know the second it's locked in.
Replaces Calendly links "does Tuesday work?" email threads
JS
Calendar · Tax 2026
2 confirmed · 1 pending
OPEN
✓
Consultation call — Thu 2:00pm
Confirmed
✓
Document review — Mon 10:00am
Confirmed
Year-end wrap-up — Fri 3:30pm
Pending
MODULE 07 / MESSAGES

Messages.

A private, two-way thread on the desk — the same place as the timeline and the files, not a text on your personal number or a DM on a platform you don't control.

✓
Two-way, one-to-one — just you and this client. No group chat, no strangers, no discovery.
✓
Mute, don't lose it — notifications stop, the thread stays readable.
✓
Report a message — flagged content is reviewed within 24 hours.
Replaces Texting from your personal number DMs on a platform you don't control
JS
Messages · Tax 2026
2 unread
LIVE
SL
Sara · You10 min ago
Quick one — can you confirm your mailing address before I file?
JS
John Smith3 min ago
Just sent it over — check your Vault.
SL
Sara · Youjust now
Got it, thank you!
MODULE 08 / INVOICES

Invoices.

Bill a client for real work — a lesson, a consultation, a month of bookkeeping — right from their desk. They pay by card or Interac e-Transfer. Desk FT never touches the money and takes no cut.

✓
Your own Stripe account — money goes straight to you. Desk FT takes 0%.
✓
Interac e-Transfer, too — your address and instructions, no processor required.
✓
Overdue invoices chase themselves — a reminder goes out automatically, every week.
Replaces PayPal.me links "e-transfer to accounting@…" texted separately chasing overdue invoices by hand
JS
Invoices
$450 outstanding · 1 overdue
SYNCED
DUE
Bookkeeping — August
sent 12 Aug
$220.00 overdue
PAID
Consultation call
paid 3 Sep
$150.00 paid
DUE
Year-end prep — deposit
sent 5 Sep
$80.00 sent
Built for the phone

You run the business. From your pocket.

The creator app is mobile-first by design — every desk, every module, every setup flow works on iOS and Android. Your client installs the mobile app — everything is optimised for the phone, nothing left out.

iOS · Native Android · Native Admin web · Beta

Pick the modules.
Ship the desk.

Free up to two desks. Two minutes to set up. No card.

Start free → See pricing