In-app notifications and alerts for accounting firms
A practical product capability for Canadian accounting and bookkeeping practices.
SpidNums notifications keep an accounting firm's team current without another inbox: an in-app feed records what changed, and a live bell in the header shows new items as they arrive. Alerts sit beside the Reminders deadline feed and Task Master boards, so the person who needs to act sees the change inside the same system where the work lives.
In-app feed of what changed
Live header bell on every screen
Works beside Reminders and Task Master
Why status updates get lost between systems
When work moves in one system and updates are announced in another — email, chat, a hallway conversation — the two drift apart. The person covering a file cannot reconstruct what changed, and the person who made the change ends up repeating it to everyone who asks.
Small firms feel this hardest during tax season, when files change hands daily and the cost of a missed update is a missed step on a client's return.
How notifications work in SpidNums
SpidNums records changes in an in-app notification feed, and a live bell in the page header signals new items wherever you are in the app. There is no separate inbox to check — the feed lives inside the same workspace as the boards and client records.
Because notifications sit beside Task Master and the Client CRM rather than in a separate channel, an alert and the work it refers to stay in the same place. Reading the feed is a scan, not a search.
Notifications versus Reminders: which does what?
Notifications tell the team what changed; Reminders tells the team what is due. Reminders is a separate aggregated deadline feed — grouped Overdue, Due soon and Upcoming, with snooze, done and dismiss — while the notification feed and bell cover activity as it happens.
The two meet in practice: a deadline surfaces in Reminders, the work happens in Task Master, and the feed keeps everyone who touches the file current. Email digests of deadlines are a separate, manually sent email from Reminders through the firm's configured transport.
What changes for the team day-to-day
Fewer "did you see this?" messages. A staff member returning from two days off scans the feed instead of asking around, and a manager covering a colleague's clients can see recent activity without a handover meeting.
- The header bell signals new items without leaving the current screen
- Activity stays attached to the workspace instead of scattering across inboxes
- Coverage and handoffs start from the feed, not from memory
What ships in the module
- Notifications arrive in an in-app feed, with a live bell in the page header signalling new items.
- The feed is firm-side only; clients see their own portal, not internal activity.
- Deadline email digests are separate and sent manually from Reminders through the firm's Gmail SMTP or Resend transport.
- Unlimited team members are covered by the single per-firm plan.
Related features
See it in a workflow
Keep exploring
Frequently asked questions
Do SpidNums notifications replace email?
No. Notifications are an in-app feed with a live header bell, built so the team sees changes inside the workspace where the work lives. Email still has a role: deadline digests can be sent manually from the Reminders module through the firm's configured Gmail SMTP or Resend transport, using the firm's branded template.
Can clients see the notification feed?
No. The notification feed and header bell are part of the firm-side workspace. Clients sign in to their own branded portal, where they see their services, deadlines, documents and engagement letters — never the firm's internal activity.
Are notification emails sent automatically on a schedule?
No unattended schedule is involved. The in-app feed and header bell update live as changes happen, and deadline email digests are sent manually from Reminders when someone on the team chooses to send them.
Does the notifications module cost extra?
No. SpidNums has one plan — USD $1,200 per firm per year with everything included and unlimited team members — so every staff member gets the feed and the bell without per-seat charges.
Start running a tidier, deadline-proof practice.
Set up your firm in minutes. No credit card to start.