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Firm Communication

Keep every firm conversation close to the work.

Awditify gives accounting firms a dedicated communication workspace for internal messages, team announcements, client interaction logs, and email triage handoff. Your team can move faster without losing context across separate chat tools, inboxes, and engagement notes.

Part of Awditify for Firms · From $49/month, unlimited clients

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At a glance

What this covers

  • Direct and group messaging

    Start a direct conversation or create group threads for service teams, tax crews, admin, or engagement pods.

  • Firm-wide announcements

    Send firm-wide updates for office notices, process changes, and urgent reminders. Partners reach everyone at once.

  • Mentions and attention routing

    Use @mentions to call in the right person. Unread and mention badges help managers spot what needs attention.

  • Communication logs

    Internal messages, client interaction logs, and email triage access all live in the same Communication section.

How it works

How it fits together

  1. Direct, group, and firm-wide messaging

  2. Mentions, unread counts, and attention routing

  3. Conversations tied to firm context

  4. Attachments, replies, and forwarding

  5. Communication logs and email handoff

Direct, group, and firm-wide messaging

One communication workspace for every kind of firm conversation.

  • Start a direct conversation with any colleague

  • Create group threads for service teams, tax season crews, admin teams, or engagement pods

  • Send firm-wide announcements for office updates, process changes, and urgent notices

  • Keep all conversations organized in one searchable firm inbox

Mentions, unread counts, and attention routing

Surface what needs action without scanning every thread.

  • Use @mentions to call in the right person on any message

  • See unread message and unread mention badge counts at a glance

  • Filter conversations by all, unread, mentions, direct, group, or firm-wide

  • Give partners and managers a faster way to spot what needs their attention

Conversations tied to firm context

Keep internal decisions beside the client work they affect.

  • Associate threads with client or engagement context where relevant

  • Keep internal decisions closer to the client work they affect

  • Reduce the need to search across chat, email, task comments, and meeting notes

  • Preserve decision history for handoffs and follow-up

Attachments, replies, and forwarding

Threads stay complete and easy to act on.

  • Share files inside internal conversations

  • Reply in context so a thread does not lose the original question

  • Forward important messages into another thread or to a colleague

  • Keep supporting details attached to the conversation instead of scattered across channels

Communication logs and email handoff

Internal messaging, client logs, and inbox triage all in one place.

  • Internal messages, client communication logs, and email triage access all in the Communication section

  • Move from team discussion to logged client interaction without changing systems

  • Open the email triage workspace when an inbound message needs assignment, follow-up, or engagement linking

  • Communication history stays close to both the team conversation and the client record

Internal communication software for accounting firms

Firm communication built inside accounting practice management

Awditify Firm Communication gives Canadian CPA firms and bookkeeping practices a dedicated internal messaging workspace built into the same platform used for engagements, billing, and client delivery. Unlike stand-alone chat tools, Firm Communication stays connected to the work: threads can link to client context, logs flow into client records, and email triage is one step away.

Firm Communication works alongside Email Triage for inbound client messages, Firm Knowledge Base for shared procedures and references, and the full Awditify for Firms platform for practice management.

  • Email Triage

    Assign, track, and link inbound client emails from Outlook and Gmail.

  • Firm Knowledge Base

    Procedures, contacts, links, files, and tables in a searchable firm workspace.

  • Bookkeeping Knowledge Base

    Client-specific notes, supplier contacts, and references for each bookkeeping client.

  • Microsoft Outlook

    Sync Outlook mailbox into shared triage and manage Outlook calendar events.

  • Google Workspace

    Connect Gmail and Google Calendar to Awditify for shared triage and coordination.

  • Awditify for Firms

    Engagements, WIP, billing, AI copilot, and more for CPA and bookkeeping firms.

Internal messages, client logs, announcements, and email triage handoff — all in the same operating layer.

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