Dual Account Tool

Web accounts live across different platforms, while client details and conversation notes are often scattered elsewhere.

Account Desk brings web account workspaces, structured client records and follow-up planning into one local workflow. Open the right workspace, review client context, record the outcome and schedule the next action—all without losing the history behind each relationship.

MULTI-ACCOUNT WORKSPACES • Organize commonly used social, messaging and email web platforms • Keep a separate web session for each account to reduce repeated sign-ins • Group accounts by work, life, interests or your own context • Choose mobile or desktop browsing and add custom web platforms • Clear cookies, cache and website storage for an individual account

LIGHTWEIGHT CLIENT MANAGEMENT • Save client names, organizations, roles and contact details • Filter clients by tags, source and importance • Link each client to the relevant account workspace • Review the complete follow-up history on a client timeline

FOLLOW-UPS AND REMINDERS • Record the date, method, notes and result of every interaction • Schedule the next follow-up with a local notification • Review today, upcoming, overdue and completed items • Postpone a task or mark it complete in a few taps