Industry workspaces
🧾 Built for accounting practice teams
Clients, engagements, deadlines, and documents — one practice workspace.
StackswiseSoft isn't a generic tool with your logo on it. Choose Accounting practice when you create your workspace and the whole platform reconfigures — dashboard, modules, terminology, and Practice AI — around the way your business actually runs. One login, one place to work, no busywork.
No credit card required · Cancel anytime
What's inside the Accounting practice workspace
Clients
Client records, engagement pipeline, and the full relationship history.
Engagements
Year-ends, returns, and payroll runs tracked from start to sign-off.
Deadlines
Filing deadlines and recurring client work, assigned and dated.
Client documents
Working papers and client documents with versions and PDF → Word.
Review & sign-off
Preparer-reviewer workflow with a full approval ledger.
Judgements log
Record key judgements and treatments, linked to the working papers.
AI drafting
Draft client letters, summaries, and engagement emails.
Practice team
Partners, managers, and staff with roles and activity review.
Practice AI, on every screen
AI in StackswiseSoft isn't a separate chatbot. Practice AI drafts documents, summarises what changed, flags overdue work, and briefs you every morning on what needs attention — using your workspace's own data, in your industry's language.
You stay in control: AI actions are logged, approvals stay human, and your data is never used to train third-party models.
How it works
- Create your workspace — sign up and pick Accounting practice as your business type.
- Start working immediately — your dashboard, modules, and Practice AI arrive pre-configured. No setup project, no consultants.
- Grow into the platform — invite the team, connect billing, and switch on automations as you need them.