Clarify responsibility
Show clients exactly what is needed, why it matters, and when it is due.
Client collaboration
Make the client part of the workflow—without exposing the back office.
Give clients one clear place to see authorized progress, answer requests, upload documents, comment, and approve work while internal planning and sensitive operational context remain protected.
N
Northstar AdvisoryMonthly close · August
76% completeBank statement requestedUpload the August operating account statement.
Prior-period reviewApproved by Jordan Lee
CompleteReduce chasing
Bring requests, reminders, files, comments, and approvals into the service record.
Prove progress
Give clients a current, branded view of the work and activity they are authorized to see.
Shared work, separate views
One underlying record. Two purpose-built experiences.
Staff manage the complete internal workflow while clients see only the requests, deliverables, comments, documents, approvals, and progress made visible to them. Both experiences update the same operational record.
- Client-visible boundaries
- Role-aware portal access
- Synchronized staff and client state
N
Northstar AdvisoryMonthly close · August
76% completeBank statement requestedUpload the August operating account statement.
Prior-period reviewApproved by Jordan Lee
CompleteActionable participation
Turn client follow-up into structured work.
Requests and reminders identify the next client action. Uploads, answers, approvals, and comments return directly to the related service cycle so teams can continue without searching through email threads.
- Document and information requests
- Approvals and confirmations
- Comments, notifications, and activity history
My Day7 priorities
1Review monthly closeNorthstar AdvisoryReview
2Confirm payroll fileCedar RidgeClient
3Publish service reportAster WorksWorking
Update controls evidenceBrightwell GroupComplete
A professional extension of your service
Deliver a branded experience your clients can trust.
The portal uses the service provider’s identity and presents progress, requests, and deliverables with the clarity clients expect from a mature operating partner.
- Tenant branding
- Responsive client access
- Authorized progress and report views
Service portfolioUpdated now
31On track
6Client action
11In progress
Frequently asked questions
Questions, answered clearly.
Straight answers for service leaders evaluating a new operating system.
What can a client see in Managed Tasks?
Clients see only the organizations, work, requests, documents, approvals, comments, and reports made available to their role. Internal-only operational content remains in the staff workspace.
Can clients upload documents and approve work?
Yes. Authorized client users can complete requests, upload documents, comment, and approve work through the client experience.
Can the client experience use our brand?
Yes. Managed Tasks supports tenant branding across approved client-facing surfaces so the portal feels like an extension of the service provider’s operation.
Build a calmer service operation
Bring every recurring client commitment into one operating system.
See how Managed Tasks can fit your service model, your team, and your client experience.