For Accountants and advisory teams

See which client, document or deadline needs attention next.

Build a practice app around recurring jobs, client requests, preparer assignments and partner review. Shape it to the way your firm already delivers work.

Build my client deadline app

You choose how it works. Plans start at $29/month.

Kasi LabsClient workAugust

MON 03TUE 04WED 05THU 06FRI 07

Karibu TradersVAT · JulyDocs 8/10Due 4 Aug

Lakeview ClinicPayrollReviewDue today

Mara SupplieseTIMS checkClient actionDue 6 Aug

Deadlines multiply across clients

Know which client, document and review needs attention before work stalls.

The hard part is rarely remembering one filing date. It is coordinating dozens of clients, repeated requests, partner reviews and missing evidence without losing the conversation behind each item.

A useful practice app should turn the whole client book into today’s work list.

What is due next?

See deadlines by client, service, responsible person and readiness—not just calendar date.

What are we waiting for?

Keep every requested document, reminder and client response against the engagement.

What needs partner review?

Create a clean review queue with open points, evidence and sign-off status.

What you can build

Create a dependable path from request to completed work.

Choose what clients provide, who owns each job and what reviewers need before work is closed.

Build document request lists

Choose the files needed for each service and show what is received or outstanding.

Create deadline views

Track due dates, owners, review stages and the next action for every client.

Repeat recurring work

Turn monthly and annual work into a process your team can run consistently.

Shape client status views

Choose the progress and requests each client can see.

A strong first app

Start with a client deadline board that includes the missing work.

Choose your recurring services, filing periods, document lists, preparers and reviewers. The result can become the daily operating view for the practice and a clearer status update for each client.

01Open the period or engagement
02Request client documents
03Prepare and resolve queries
04Review and approve
05File, deliver and record evidence

Built around the client book

Create one view for chasing, one for delivery and one for deadlines.

A small practice can start with a simple compliance calendar. A larger firm can add engagement ownership, review points and per-partner capacity views.

Documents

Create a document chase your whole team can follow.

Define the requests, owners and reminders used for each service.

Kasi LabsExample app built with KasiLabsIllustrative data

Operations

Documents

Export view

Requests open64

Due this week18

Received today23

Client / service	Needed	Owner	Next action
Kifaru Ltd · VAT	Sales export	Mary	Remind client
Tulia Co · Payroll	Timesheets	John	Review upload
Mara Works · Audit	Bank statements	Faith	Request sent

Deadlines

Build a deadline board around your services.

Choose dates, preparers, reviewers and escalation rules.

Kasi LabsExample app built with KasiLabsIllustrative data

Operations

Deadlines

Export view

Due in 7 days21

Ready for review8

At risk4

Client / job	Due	Preparer	Status
Kifaru Ltd · VAT	2 days	Mary	Preparing
Tulia Co · PAYE	4 days	John	Review
Mara Works · eTIMS	6 days	Faith	Client action

Work board

Create one view of assignments and review work.

Define the stages and evidence that move a job from preparation to completion.

Kasi LabsExample app built with KasiLabsIllustrative data

Operations

Work board

Export view

In progress38

In review11

Completed this week46

Job	Stage	Reviewer	Next action
Monthly accounts · Jun	Prepare	Anne	Post journals
Audit file · FY25	Review	Peter	Clear notes
Tax return · 2025	Approval	Grace	Client sign-off

Build and run it on KasiLabs

Build the practice work list that keeps deadlines and client promises together.

From

$29per month for one live app

Starter gives your team the tools to create, review, publish and improve one live app. You define the workflow and can keep changing it as the work changes.

Build my client deadline app

What you can do

Shape the app around the way your team works.

Can we build different workflows for different services?

Yes. Create the fields, deadlines, document lists and review steps needed for each service.

Can clients see progress?

You can create a client view that shows the status, open requests and actions you choose.

Can monthly work repeat automatically?

You can design recurring jobs with dates, assignments, document requests and review steps.