Open firm workspace
For accounting firms · v1 Beta · 2026

A firm-shaped workspace, with clients in the room.

FinButler gives firms a dedicated amber-branded workflow for clients, invite client flows, managed teams, tax reports, and firm profile management — all connected to the same platform your clients and internal teams already use.

Open accountant dashboard Talk to us
Main FinButler dashboard
Workspaces
Firm + client
Onboarding
invite-based
Permissions
Scoped, audited

Firm workspace

Northline Advisory

3 teams active

Clients

14

Monthly close, tax-report preparation, and engagement support

Tax reports

6

Drafts ready for firm review before client delivery

  • Paper Oak Studio

    Pending client invite

    Invite

  • Monarch Foods

    Tax review in progress

    Review

  • East Harbor LLC

    Shared workspace live

    Active
Firm workspace https://accountants.finbutler.ai
Positioning

Built for firms that need shared context, not scattered handoffs.

FinButler helps firms manage client relationships inside the same system where workspaces, people, and reporting already live. Instead of stitching together status spreadsheets, invite emails, and exported reports, your firm gets a single place to operate.

Smoother onboarding, clearer client access, and a more reliable way to coordinate internal teams without losing visibility across the portfolio.

  • 01 Strong fit

    Accounting firms managing multiple active client relationships

  • 02 Strong fit

    Bookkeeping and advisory teams that need shared workspace access

  • 03 Strong fit

    Client service models that depend on controlled invitations and visible reporting workflows

Product surfaces

The key workflows firms need, all in one view.

Each surface is designed around real accounting operations rather than generic collaboration software — clients, invitations, managed teams, tax reports, firm profile, and scoped permissions.

Open the firm workspace →

  • Clients

    Firm-wide

    Track firm-wide client relationships with status, workspace visibility, and shared activity.

  • Invite client

    Scoped onboarding

    Bring clients into the right workspace with a clearer access path from the start.

  • Managed teams

    Bookkeeping · tax workflows

    Coordinate bookkeeping and tax-reporting teams inside the same client model. Your firm provides the tax and advisory expertise; FinButler structures the workflow.

  • Tax reports

    Review-ready drafts

    Draft and review tax-report workflows inside the firm workspace. Outputs are informational drafts for your firm to review and finalize — not a DGI filing determination.

  • Firm profile

    One operating context

    Brand, contacts, delivery defaults, and operating context — every client workflow starts from a clean foundation.

  • Permissions

    Workspace-scoped

    Clients only see the workspace and reports meant for them. Internal-only work stays private.

Client access workflow

A cleaner path from invite to shared client work.

Firms can onboard clients into the right workspace, keep visibility over what’s shared, and move from request to report without losing ownership.

  1. 01 Step

    Invite the client

    Start from the client record and send access into the right workspace — not a side-channel onboarding email.

  2. 02 Step

    Share the right workspace

    Clients land inside the workspace built for collaboration with your firm. Internal-only work stays private.

  3. 03 Step

    Review, report, and follow up

    Keep client requests, reviews, and tax-report drafts tied to the same workspace context and team ownership. Your firm reviews every draft before it leaves the workspace.

One model, two workspaces internal · scoped-client
Permissions + workspaces

Keep firm operations connected while access stays scoped.

FinButler’s workspace model helps firms collaborate without flattening every role into one permission set. Better security, cleaner client sharing, less confusion about who can do what.

  • 01

    Separate internal firm work from client-facing collaboration.

  • 02

    Control which team members can manage clients, reports, or firm settings.

  • 03

    Share only the workspace context a client actually needs to see.

Review security Open the firm workspace →

Workspace boundaries

Scoped

  • Internal firm workspace

    Private

    Partner · Tax lead · Bookkeeping

  • Shared client workspace

    Scoped

    Firm reviewer · Client admin · Approver

  • Reporting delivery

    Traceable

    Tax reports, approvals, and follow-up requests stay tied to one workspace path.

MCP for firms

Use hosted MCP when firm workflows need a deeper bridge.

MCP is not the headline product for firms — it’s the extensibility path when you want internal copilots, workflow runners, or operational tooling to work inside the same client and workspace model.

Transport

streamable-http

Auth

OAuth · workspace-scoped

Endpoint

https://mcp.finbutler.ai/mcp

Talk to us about firm workflows View hosted endpoint
~/.config/mcp/finbutler.json json 
{
  "mcpServers": {
    "finbutler": {
      "transport": "streamable-http",
      "url": "https://mcp.finbutler.ai/mcp",
      "auth": "oauth"
    }
  }
}

For firm engineers

Connect internal assistants to client status and workspace context. Automate handoffs around reviews, reporting, or follow-up requests. Use the hosted endpoint instead of maintaining firm-side MCP infrastructure.

Closing CTA

Run your firm’s client work inside one connected FinButler workflow.

Start with the accountants dashboard, keep client access scoped by workspace, and add hosted MCP when your firm is ready to automate more of the operating layer.

Open accountant dashboard Talk to us
Hosted MCP endpoint https://mcp.finbutler.ai/mcp