Client workspaces
Every client's books, documents, tasks, and communication in one place.
woven
For Accounting Firms
Manage every client
from one system.
One platform for your ledger, portal, workflows, and communication.
Woven gives your firm a true ledger, a branded client portal, document requests, workflows, email, e-signatures, AI, and reporting — across every client you serve. A business runs one company on Woven; your firm runs many.
At a glance
LiveActive Clients
128
+6 this month
Tasks Due
34
9 today
Requests Waiting
17
client action
Close Status
82%
on track
What needs you today
See every client's status on one board.
Send document requests and track responses.
Run month-end close with repeatable checklists.
Everything you need, connected.
A true ledger
Double-entry books as the system of record for each client you manage.
Requests & portal
A branded portal for document requests, questions, uploads, and e-signatures.
Workflows & close
Task templates, due dates, and month-end close checklists across the firm.
Communication
Email and client conversations attached to the right client and workflow.
AI review
AI suggests entries and flags anomalies; your team reviews before anything posts.
What that looks like day to day
See every client's status on one board.
Send document requests and track responses.
Run month-end close with repeatable checklists.
Review AI-suggested entries before they post.
Keep client communication tied to the work.
Scale from solo to multi-office on one platform.
Run your firm on Woven.
Manage every client, every workflow, and every financial record from one connected platform.