Slack

Slack is a team messaging platform organised around channels — dedicated spaces for clients, departments, projects, or topics. It supports direct messaging, voice and video calls (huddles), file sharing, and integrations with thousands of third-party applications.

Accounting firms use Slack for internal team communication and, through Slack Connect, for direct collaboration with clients in shared channels. Creating a channel per client keeps conversations, shared files, and decisions searchable in one place rather than scattered across email threads. Integrations with practice management tools, cloud storage (Google Drive, Dropbox, SharePoint), and notification services let firms route alerts and updates into relevant channels automatically.

Slack is widely used across industries and is well-suited to firms with remote or hybrid teams, multiple offices, or a high volume of client communication. Firms that prefer a more structured client communication approach with document requests and e-signatures may find a purpose-built client portal (like Liscio or TaxDome) more appropriate for external communication, using Slack primarily for internal team coordination.