Every client.
Every deadline.
Handled.
mtasks.io runs the recurring work your firm is accountable for. Closes, payroll, reconciliations, onboarding. Branded portals and automated follow-ups keep your clients moving.
Made for the firms your clients depend on
Accounting firms closing books on a schedule. MSPs running maintenance cycles. Advisory practices managing onboarding and deliverables. If your business is recurring client work with real deadlines, mtasks.io was designed around your day.
- Accounting & bookkeeping firms
- Managed service providers of every kind
- Advisory, tax, and compliance practices
- Fractional executives & consultants
Everything recurring client work demands
Nine capability areas, one platform. Designed from the ground up for multi-tenant teams, external collaborators, and clients who deserve visibility.
Recurring work that runs itself
Monthly closes, payroll runs, quarterly reconciliations. Schedule any cadence, including patterns like the 3rd Friday of every month. Parent jobs spawn ordered child tasks with dependencies.
Automated client follow-ups
The platform chases clients for documents and approvals with escalating, politely persistent reminders. Your staff never sends another "just checking in" email.
Deployable templates
Build a workflow once. Client onboarding, monthly close, tax season intake. Version it, and deploy it across every client in seconds. Templates carry their own custom fields.
One identity, every workspace
Staff, contractors, and consultants hold a single account across every tenant they serve. Licensed practitioners join client workspaces as guests without consuming seats.
Built-in time tracking
Start a timer on any task or log time manually. Entries roll up by client, job, and staff member. Ready for utilization analysis and export to your billing system.
Client-facing reporting
Branded engagement summaries, on-time completion rates, and communication logs. Delivered on a schedule or live in the portal. Proof of work, without the status meeting.
White-label everything
Your domain, your logo, your colors. Across the portal, the app, and every outbound email. tasks.yourfirm.com feels like software you built.
Compliance-grade security
Tenant isolation enforced at the database layer, AES-256 encryption, immutable audit trails, and an optional Compliance Pack with BAA support for regulated work.
AI where it earns its keep
Tone-aware follow-up drafting, inbound email-to-task extraction, and one-click status narratives. Metered, human-approved, and never trained on your data.
A portal your clients never have to think about
No passwords, no training, no friction. Clients receive a secure magic link, see exactly where their work stands, and act on what's theirs. Upload documents, answer questions, approve deliverables. Even straight from their inbox.
Loginless magic-link access
One click from any email lands the client on their branded portal. No account creation, ever.
Actionable emails
Approvals and confirmations happen directly from the inbox. The portal is there when they want more.
Your brand, your domain
White-label tenants serve the portal from their own vanity URL with their logo, colors, and sender domain.
Plugged into your stack, and your AI
A versioned REST API, signed webhooks for tools like Zapier and n8n, and a first-class MCP connector that lets your AI platforms read status, create tasks, and pull reports. Securely scoped to exactly what each key allows.
REST API & webhooks
Scoped keys, HMAC-signed events, OpenAPI docs.
MCP for AI platforms
Connect Claude, ChatGPT, or your agents directly.
Email-native workflows
Email-to-task conversion and reply threading.
Permission-bound always
Every integration acts within the caller's RBAC scope.
Free while we build. Fair when we launch.
Early access is completely free. At launch, plans combine a platform fee with per-seat pricing. Client portal users are always free, and licensed practitioners carry their seat into any workspace they serve.
Starter
For solo practitioners and small teams getting recurring client work under control.
- Unlimited clients & tasks
- Recurring job engine
- Client portal with magic links
- Email notifications & reminders
- Core reporting
- Google & Microsoft SSO
Pro
For growing firms that live on automation, integrations, and client accountability.
- Everything in Starter
- Public REST API & webhooks
- MCP connector for AI platforms
- Scheduled branded reports
- Custom fields & task types
- Time tracking & utilization
- Basic branding (logo & colors)
White-Label
For firms that want mtasks to disappear behind their own brand entirely.
- Everything in Pro
- Custom vanity domain
- Full theme control
- Branded sender email domain
- Unlimited webhook subscriptions
- Compliance Pack available
- Priority support
Launch pricing will include a free trial. An optional Compliance Pack (BAA, extended audit retention, enforced MFA) will be available as a tenant-level add-on for regulated work.
Early access opens July 18
Create your account now to be ready on day one. The Starter plan is completely free during early access. No credit card required, no time limit.