Workspace
AI Briefing
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Installed apps
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Recent activity
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Inbox
Tasks and messages needing your attention
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Outlook & mobile reminders
Get alerts on your phone
Add tasks to Outlook Calendar. Outlook mobile will use the reminder time saved with each task.
Messages
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Workspace activity
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Notifications
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Room Booking
Manage and book meeting rooms
Agreements
NDAs and signed documents
Agreements & NDAs
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Compliance Calendar
ATO deadlines, custom reminders and obligation tracking
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Messages
Conversations with your advisory team
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Select a conversation
Deal Room
Active deals
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People
People & HR
Manage employees, contractors, onboarding and offboarding — all in one place.
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Tasks
Tasks, due dates and reminders across your workspace
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Outlook & mobile reminders
Get alerts on your phone
Add tasks to Outlook Calendar. Outlook mobile will use the reminder time saved with each task.
Reminder settings
Email reminders are sent before the due time. Calendar reminders work in Outlook desktop and mobile after the task is added.
Marketplace
Discover and install apps for your workspace
Visitor Register
Sign in visitors and track who is on site
Visitors
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Settings
Workspace profile, team members and roles
Workspace
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Your account
Team members
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