Choose your workspace
Duly gives the practice and the client one shared record—each side sees the work they need to move forward.
Workspace access
Choose the view that matches your relationship with the practice. You can return to the other side whenever you need to.
For Chartered Accountants
Manage the client portfolio, document requests, deadlines and team ownership from one working view.
For clients
See what your CA needs, upload against the right request and keep the shared history close at hand.
Clients join through an invitation from their Chartered Accountant. CAs can create a practice and start with one client free.
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