Team Management Software for Accounting Firms
FinnDesk is team management software for accounting firms that need information to reach the right person fast. Tag a teammate on any task, client or message to hand off work, ask a question or flag an issue — and see every open mention in one inbox until it is resolved.
- @mention any teammate, client or task in comments and chats
- Instant notification to the tagged person
- Every mention creates a permanent link to the source record
Mentions
LIVE2 min
Avg. response to a mention
- @Emily on GST Filing · Orbit Labs Just now
- @Jack on Invoice #1042 2 min
- @Sarah on Client Task · Nexa 5 min
- @John on Compliance Note 12 min
- @You on Sprint Review 1 hr
Mentions today
38
Avg. response
2 min
Unresolved
3
80%
Faster than sending an email for the same query
2 min
Average response time to a mention
100%
Mentions linked to the source record
What Mentions does for your accounting firm.
@mention teammates
Type @ and a name to tag any team member in a task comment, note or chat. They get an immediate notification with full context.
Link to any record
Mentions on a task comment attach to that task. Mentions in a client note attach to that client. The thread stays with the work.
Mention inbox
Every team member has a dedicated Mentions feed showing every place they have been tagged, with links back to the source.
Resolve and dismiss
Mark a mention as resolved once you have acted on it. Keeps the inbox clean without losing the history.
Client mentions
Tag a client record directly in a note or task comment to create a cross-reference that both the client record and the task display.
Mobile notifications
Mentions fire push notifications on mobile so urgent tags reach the right person regardless of where they are working.
Four steps, and then it looks after itself.
Configuration is a one-off. After that the module runs on your schedule and only asks for a human when something genuinely needs one.
- 1
Type @
Start typing a name anywhere in FinnDesk — tasks, notes, chat, client records — to trigger the mention picker.
- 2
Select
Pick the teammate, client or task from the dropdown.
- 3
Notify
The tagged person receives an instant notification with the message and a direct link to the source record.
- 4
Resolve
The recipient acts on the mention and marks it resolved. The thread stays searchable in the record's history.
Mentions for accounting firms, answered
How do mentions help manage an accounting team?
Mentions route questions and hand-offs to a specific person, attached to the client or task they concern. Each person sees their open mentions in one inbox, so nothing is lost between preparers and reviewers.
Can I mention someone outside my team, such as a client?
You can mention client records to create a reference link. Direct notifications to external clients are handled through the WhatsApp and email integration modules.
Do mentions work across all modules?
Yes. Mentions work in task comments, client notes, chat messages, invoice notes and sprint comments. Anywhere you can type, you can @mention.
Is there a way to see all my unresolved mentions at once?
Yes. The Mentions inbox shows every active mention addressed to you, sorted by most recent. Filter by module, client or team member.
Can managers see mentions made within their team?
Managers with the relevant permissions can view mention activity within their team — useful for spotting bottlenecks or unresolved items.
Still have a question? Talk to us
Pairs well with
01
Lead Tracking
Capture every enquiry, score it, and know exactly which follow-up is due today.
02
Proposal Management
Send proposals to leads and clients, see who opened what, and turn a yes into live work.
03
Groups
Link multiple entities under a single group — view work, billing and compliance across all of them at once.
Put Mentions to work this week.
Start with this module alone, or switch on the rest of the platform alongside it. Either way, setup takes minutes rather than a quarter.
14-day free trial · No credit card · Setup in under 10 minutes