How is this different from a shared mailbox?

A shared mailbox shows everyone the same emails. Tend shows who owns each request, when it is due and what the client still owes, and keeps internal notes off the client's thread. Your practice address stays the same.

Will clients have to use a portal?

No. Clients can carry on by email. The portal is there for clients who want to see their requests and upload files, and it signs in with an emailed link instead of a password.

How does document chasing work?

Add the items a client owes to their request. Tend emails a reminder every three days listing what is still missing, and stops when every item is marked received or the request is resolved.

Where is our data stored?

In Sydney, Australia: the application and the database both run there. The security page lists every service that handles your data and where.

US$29 per agent per month, plus GST for Australian customers. Clients and portal users are free. Every workspace starts with a 14-day free trial, no card required.

For bookkeeping and admin practices

A shared inbox for bookkeeping and admin practices.

Clients send statements, questions and half the receipts you need. Tend turns each email into a request with an owner and a due date, and chases what is still missing so nobody has to.

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The month-end inbox

It is the third business day of the month. One client has sent two of their four bank statements, another has replied to last month's thread with a payroll question, and a third has emailed the bookkeeper who is on leave. Everything is somewhere in someone's inbox.

A shared mailbox helps until two people answer the same email, or nobody does because each assumed the other had it. Knowing who still owes what turns into a spreadsheet, and the chasing itself becomes a job nobody wants.

Tend keeps your practice address and adds what a mailbox lacks: one owner per request, a visible due date, a checklist of what each client still owes, and reminders that go out on their own.

How a request moves

One month-end request, start to finish

Sample requestBy email

SUP-207March close - statements and receipts

01
The email becomes a request
A client emails your practice address with what they have for March. Forwarding passes it to Tend, where it opens as SUP-207 with their attachments on the request.
02
An owner, a due date, a checklist
You assign it to whoever handles that client's close and set the date it is due. A document request lists the two statements still missing.
03
The client sees what is outstanding
Their tracking page lists what is still owed, and they can upload files there. Tend emails a reminder every three days until each item is ticked off.
04
Done, in one email
When the last statement lands, reply and resolve in one step. The client gets one email confirming the work is done.

Ships today

What practices use day to day

Document requests

A checklist of what the client owes, on the request itself. Reminders go out by email every three days until you mark each item received or resolve the request.

Recurring requests

Monthly closes and weekly payroll open themselves on schedule, with the client and owner already set.

One owner per request

Assign by hand, by queue default or in turn. Everyone sees who has it, and Tend warns you when a colleague has the same request open.

Client portal

Clients sign in with an emailed link, with no password, to see their requests, what is still outstanding and when to expect a reply. Uploads take files up to 20 MB each.

Guides for clients

Publish short how-tos, such as how to download a bank statement, and the portal suggests them as clients type a request.

Time capture

Record time against each client as you work and export it as CSV for your own billing.

When Tend is not the right fit

You need practice management for lodgement deadlines, engagement letters or e-signatures. Tend handles the requests around that work, not the compliance calendar.
You want a document vault. Files stay attached to the request they arrived with; Tend is not long-term document storage.
You want client invoicing or a connection to your accounting software. Neither is part of early access, and time exports as CSV instead.
One person answers all client email and their own inbox works well. Tend earns its place when more than one person shares the load, or when chasing paperwork takes real time.

Good to know

Questions, answered.

How is this different from a shared mailbox?: A shared mailbox shows everyone the same emails. Tend shows who owns each request, when it is due and what the client still owes, and keeps internal notes off the client's thread. Your practice address stays the same.
Will clients have to use a portal?: No. Clients can carry on by email. The portal is there for clients who want to see their requests and upload files, and it signs in with an emailed link instead of a password.
How does document chasing work?: Add the items a client owes to their request. Tend emails a reminder every three days listing what is still missing, and stops when every item is marked received or the request is resolved.
Where is our data stored?: In Sydney, Australia: the application and the database both run there. The security page lists every service that handles your data and where.
What does it cost?: US$29 per agent per month, plus GST for Australian customers. Clients and portal users are free. Every workspace starts with a 14-day free trial, no card required.

Connecting your email takes a forwarding rule. Step-by-step guides: Gmail and Google Workspace · Microsoft 365 and Outlook. See also pricing and how your data is handled.

Early access

Your first ticket.

Start your own workspace, try a request and connect your email. No setup call. No card required.