Features
All of your firm's follow-up, in one place.
Dossio replaces Excel lists, calendar reminders and follow-up emails. Here is what it does, in detail.
Work
Every engagement, every period and every task, with its owner and due date.
My day
Your work, your tasks, what was done automatically and team workload, as soon as you open Dossio.
List and board
The five usual statuses, plus your own sub-statuses. Filter by client, owner or type of work.
Checklists
The template's sections, tasks, deadlines and assignment rules carry over into each piece of work.
Discussion and mentions
Comment on work, mention a colleague with @, and find the whole history in one place.
Recurring work
Your templates create each period's work, with no duplicates and no need to think about it.
Templates
Bookkeeping, GST and QST, payroll, year-end, T1 returns: your working methods, written down once.
Schedules
Monthly, quarterly, annual or biweekly, client by client.
Once per period
Work is only created once per period, even if the schedule runs again.
Automatic assignment
Each task goes to the right person, following the rules set in the template.
Clients and the portal
A complete file for every client, and a portal where clients answer without having to email you.
Businesses and individuals
Client groups, contacts, notes, files and history, in one place.
Québec identifiers
NEQ, business number, GST and QST numbers. Never a full SIN.
Requests
Documents, questions or confirmations, with a due date and automatic reminders.
Client portal
Clients sign in with a link or a code, no password, then upload their files and answer.
Outlook email
Each team member's Microsoft 365 mailbox, sorted and linked to the right clients.
The folders you choose
You choose which Outlook folders are synced, and which ones get sorted.
Matched to the right client
By contact, by the client's email address or by their company's domain.
Sorted by AI
Each email gets a category (documents, question, invoice, urgent…), a summary and a suggested next step. Anything that needs action shows up in “To do”.
Shared to the file
An important email can be shared to the client's file, where the whole team can find it.
Work in one click
A request received by email becomes a piece of work, linked to the email.
Drafts only
Dossio never sends email for you: the reply becomes a draft in Outlook, which you review and send.
Xero, client by client
Connect each Xero file read-only. Every night, Dossio checks what needs your attention.
Month locked
Is last month closed? You know without opening Xero.
Reconciliation
How many bank transactions are waiting to be reconciled.
Bank feeds
An account that stopped receiving transactions is flagged.
Drafts and overdue accounts
Draft invoices awaiting approval, and overdue receivables and payables.
Automations
Your automated jobs notify Dossio, and the matching tasks tick themselves off.
One key per firm
Each firm has its own access key, which you can replace in one click.
Right task, right period
The task ticked off is the right client's, in the work whose period includes the date.
No duplicates
The same event received twice only counts once.
Always labelled
A task ticked off by an automation is clearly shown as such.
Time and team
Know who's doing what, and how long it takes.
Timesheets
Each person's time, logged against the right work and the right client.
Team workload
See who's swamped and who has room before you hand out work.
Notifications
Assignments, mentions and client answers: what matters, without the overload.
Mobile appSoon
Your day, your tasks and your notifications on iPhone and Android.
Ask Dossio
AI where it saves you time.
In Dossio, orange is reserved for AI: when you see it, the assistant did the work. It looks things up, summarizes and prepares. The decision is always yours.
Questions about your files
“Where is Boulangerie Lumière at?”, “Who has the most work this week?”, “Which clients have a problem in Xero?”
Prepared actions
New work, a document request or a note: the assistant prepares it, you confirm.
Email sorting
Each email gets a summary, a category and a suggested next step.
Try Dossio with your own files.
Set up your firm in a minute. The trial is free for 30 days, no credit card.