Tasks, approvals, recurring checklists, smart reminders, and professional compliance tools — in one platform designed for how accounting and advisory teams actually work.
Most task tools were designed for tech teams. Floatup was built for how accounting and advisory businesses actually operate.
Staff submit work for manager sign-off. One-click approve or return with note. Every decision logged with timestamp — full audit trail for compliance.
From $29/month for your whole team — not $30 per person like typical project tools. One predictable bill. No per-user upsell traps. Cancel anytime.
Pre-built compliance task templates for US, UK, Canada, Australia and Europe. Auto-creates document subtasks and tracks deadlines by country.
Not features for the sake of features. Tools that close tasks, enforce accountability, and give you real visibility.
Set any task to repeat daily, weekly, monthly, or quarterly. Floatup creates it, assigns it, and starts the clock automatically.
Staff submit work for manager sign-off. Approve or return with one click. Every decision is logged with timestamp and comment.
Assign, prioritise, bulk-complete. Filter by client, project, due date, or person in seconds.
Log hours per task. Separate billable and non-billable. Export reports for invoicing.
Completion rates, overdue trends, team performance. Filter by any dimension, export as CSV.
Owners, managers, members, viewers. Granular control — everyone sees exactly what they need.
No onboarding call. No 40-field setup. Just start.
Add members, assign roles — owner, manager, member, viewer. Done in under 2 minutes.
Add tasks manually, use templates, or let Floatup auto-generate compliance tasks for your practice from pre-built country templates.
Floatup sends smart reminders, tracks completion, escalates blockers — without anyone manually chasing anyone.
Floatup adapts to your workflow — not the other way around.
Compliance-aware, flat-priced, with features professional practices actually need.
| Feature | F Floatup$29/mo | Asana $13.49/user | Monday $12/user | ClickUp $10/user |
|---|---|---|---|---|
| Flat team pricing (not per-user)Pro-first | ✅ | — | — | — |
| Country compliance templatesPro-first | ✅ | — | — | — |
| Multi-country task librariesPro-first | ✅ | — | — | — |
| Approval workflows + audit trail | ✅ | ✅ | ✅ | ✅ |
| Recurring task automation | ✅ | ✅ | Partial | ✅ |
| Time tracking | ✅ | ✅ | ✅ | ✅ |
| Client managementPro-first | ✅ | — | — | — |
| Document upload enforcementPro-first | ✅ | — | — | — |
| Reports & CSV export | ✅ | ✅ | ✅ | ✅ |
| Role-based permissions | ✅ | ✅ | ✅ | ✅ |
Flat team pricing — not per user. Start free and upgrade when you grow.
All plans include 14-day free trial · No credit card required · Cancel anytime · Billed in USD
A dedicated onboarding expert migrates your data, configures country-specific compliance templates, trains your team, and ensures you go live without disruption.
For data-sensitive organisations — banks, regulated advisories, and enterprises — that need all data to stay exclusively on their own infrastructure with zero cloud dependency.
What early users say after one month on Floatup.
“We replaced three separate tools with Floatup. The compliance templates for US federal and state returns saved us hours of setup. The approval flow is exactly what our practice needed.”
“Task completion jumped from 65% to 93% in six weeks. The VAT MTD templates were ready out of the box. Our managers finally have visibility without chasing everyone manually.”
“Setup took 20 minutes. Flat USD pricing was a no-brainer versus Monday.com at $12 per person. Client management, approvals, and time tracking finally in one place.”
“The Indian compliance templates saved us days of setup. GST, TDS, ITR all pre-built. Our team went from spreadsheets to a fully organised system in under a week.”
“We run 60+ recurring checklists across 5 departments. Floatup handles every spawn, every reminder, every escalation — without a single Slack chase message from me anymore.”
“We replaced three separate tools with Floatup. The compliance templates for US federal and state returns saved us hours of setup. The approval flow is exactly what our practice needed.”
“Task completion jumped from 65% to 93% in six weeks. The VAT MTD templates were ready out of the box. Our managers finally have visibility without chasing everyone manually.”
“Setup took 20 minutes. Flat USD pricing was a no-brainer versus Monday.com at $12 per person. Client management, approvals, and time tracking finally in one place.”
“The Indian compliance templates saved us days of setup. GST, TDS, ITR all pre-built. Our team went from spreadsheets to a fully organised system in under a week.”
“We run 60+ recurring checklists across 5 departments. Floatup handles every spawn, every reminder, every escalation — without a single Slack chase message from me anymore.”
Floatup is built for accounting and advisory firms that handle sensitive client data across multiple jurisdictions. Security is not a checkbox — it is the foundation.
Hosted on AWS enterprise infrastructure. Data can be regionally isolated for enterprise plans — EU-only, US-only, or APAC-only hosting available on request.
For banks, regulated advisories, and data-sensitive enterprises that require all data to remain on their own infrastructure — with zero third-party cloud dependency.
Enquire about private deployment →Quick answers. No sales call required.
Nothing. Floatup is fully web-based — any browser, any device. Smart reminders work via email and in-app notifications with no installation required.
In the Compliance module, you load task templates for your service countries — US, UK, Canada, Australia, or Europe. Each country has pre-built tasks (e.g. Form 941 for US, VAT MTD returns for UK, BAS for Australia) that you can load, customise, and assign to clients in bulk.
Those tools are designed for general teams. Floatup is built specifically for accounting and advisory practices: flat USD team pricing (not $12–$14 per person), built-in compliance templates per country, client management, document upload enforcement, and approval workflows with full audit trails.
Your data is hosted on AWS enterprise infrastructure. Each organisation is a fully isolated silo — no other Floatup account can access your data under any circumstances. Our team can only access infrastructure-level metrics (no task or client content) and only for incident resolution, with a logged access request. For EU practices, EU-region hosting is available on Pro and Enterprise plans.
Floatup is designed to align with GDPR (EU/EEA), UK GDPR, CCPA (California), and PIPEDA (Canada). We offer a Data Processing Agreement (DPA) for business customers. You can request deletion of all your data at any time, and we will action it within 30 days including all backup copies.
Yes. The Free plan is free forever for up to 5 people. All paid plans include a 14-day free trial — no credit card required to start.
Cancel any time from your billing settings. You keep access until the end of your billing period. You can export all your data at any time. No lock-in.
Yes. If your practice serves clients in multiple jurisdictions, you can load compliance templates from several countries simultaneously — tasks are prefixed by country code so they stay clearly organised.
Join hundreds of professional teams running their work on Floatup.
Free to start — no credit card needed.
14-day free trial · No credit card · Cancel anytime · Billed in USD