Team chat

Talk about the work without the client in the thread.

Included in: Professional plans

Internal chat per firm and per client engagement, separate from what the client sees.

The client is not in the room

Internal channels are separate from client messaging, so staff can talk plainly.

General channels for the practice, plus channels tied to a project.

Discussion sits beside the engagement rather than in a general-purpose chat tool.

1
Create a channel
For the firm, or for a specific project.
2
Bring the right people
Members of the firm, not the client.
3
Keep the thread with the job
Conversation stays attached to the work it is about.

No. Client-facing messaging is a separate surface.

Yes — project channels exist alongside firm-wide ones.

Ask a complex tax question and get an answer citing the code, regulations and IRS guidance.

Members, roles, engagements and a view of who is carrying what across the practice.

Track time against an engagement and pull it straight onto an invoice.

No credit card required. Bring your existing books with you — imports never count against your plan.