Professional services

Keep your focus on what matters most—your clients

Dash helps companies in the professional services industry easily find, organize, share, and secure their content.

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Dash simplifies how consultants, accountants, creatives, and more find and protect content across their business.

Get accurate answers fast to make informed decisions

Save time looking for information and navigating between tools.

Search across across all your connected client content at once to locate what you need—in seconds.

More about universal search

Protect sensitive company and client information

Seamlessly manage permissions and control access to company content, and protect company and client data.

One hub to stay organized
and on top of the workday

Pin key documents, track recent team activity, and stay on top of meetings—all in one place

Learn about start page

Share key information with colleagues and partners

Collaborate better by organizing related files, apps, and links in stacks, then share with a click.

Learn about stacks

Works with the tools your team already uses

Dash connects with the apps marketers rely on—so you can search across docs, decks, emails, and more, all in one place.

See all supported apps

Access Dash
anywhere, anytime.

Access Dash on desktop, web, and mobile so your team can stay connected wherever they are.

Supercharge your team with AI-powered universal search

Contact sales

Keep your focus on what matters most—your clients

Dash simplifies how consultants, accountants, creatives, and more find and protect content across their business.

Get accurate answers fast to make informed decisions

Protect sensitive company and client information

One hub to stay organized
and on top of the workday

Share key information with colleagues and partners

Works with the tools your team already uses

Access Dash
anywhere, anytime.

Supercharge your team with AI-powered universal search

Features

Solutions

Support

Resources

Keep your focus on what matters most—your clients

Dash simplifies how consultants, accountants, creatives, and more find and protect content across their business.

Get accurate answers fast to make informed decisions

Protect sensitive company and client information

One hub to stay organized and on top of the workday

Share key information with colleagues and partners

Works with the tools your team already uses

Access Dash anywhere, anytime.

Supercharge your team with AI-powered universal search

Features

Solutions

Support

Resources

One hub to stay organized
and on top of the workday

Access Dash
anywhere, anytime.