Working with your CA, CS & lawyer
Invite advisors into a scoped workspace so they see only the buckets they handle — or, as an advisor, set up the clients you serve and let the founder claim ownership. Roles and permissions are enforced in the app, not by data-layer policies.
Compliance is a team sport: a founder, an internal finance person, and a mix of external advisors — a CA for tax, a CS for ROC, a lawyer for legal, a vendor for payroll. ComplianceStack brings them all into one scoped workspace.
Roles and scoping
Access is governed by roles and a permission matrix enforced in the app. An advisor invited for the Tax bucket sees tax tasks and tax evidence — not your legal contracts or payroll data. Owners and admins see everything; collaborators see only their buckets.
How advisors work in-system
- Requests, not chases — an advisor can request the documents they need; the request shows up as a task with an owner and a due date.
- Status they update — when your CA files a return, they move the item to filed and attach the acknowledgement as evidence.
- A shared source of truth — everyone sees the same calendar, so nothing falls between you and your advisor.
- Pending with the right person— each task names who it's waiting on as it moves through the firm: the preparer before the due date, the reviewer once it's late, and the filing CA once it's ready. Reminders escalate up that same chain — five days and one day before each deadline, and once the day after if it slips.
Your firm and your team
If you run a practice, ComplianceStack gives you a first-class firm account: invite your associates into the firm and your whole client book is theirs to work, each scoped to their bucket. Set a default owner / reviewer / filer for new clients so every task lands on the right person automatically. Inviting a teammate to the firm is separate from inviting a client's own finance team — the firm advises many companies; each company still owns its account.
Tenancy & data isolation
Every record is scoped to your company. Roles decide what each member sees within it, so a provider who works with several of their clients on ComplianceStack only ever sees the company — and the bucket — they were invited to.
For advisors: bring your own clients
If you're a CA, CS, lawyer or payroll partner, you can set a client up yourself with Add a client: fill their profile and we generate their compliance calendar immediately. We email the founder a link to claim ownership— until they do, you manage the workspace; once they claim it, they become the owner and decide who keeps access. The company always owns its own account and billing, so your client's records stay theirs even if they later change advisors.
No advisor yet?
If you don't have a CA, CS or lawyer for something, you can request a vetted expert rather than leaving the obligation unowned.