Practice management integrations
The system your team opens every morning, and where compliance fits inside it.
Practice management is where the work actually lives — jobs, matters, work items, the queue your team runs off. It is also the most natural place for a compliance check to start, because the trigger is already there: a new client, a new engagement, a matter moving to a stage.
StackGo listens for that trigger, runs the whole workflow, and writes the outcome back onto the client or contact. Your team never leaves the system they were already in.
Triggered from, written back to
The workflow starts in these and the answer goes back into them. They stay your source of truth.
Systems whose home is another category
These play a practice management role but live elsewhere. One page per system, no duplicates.
Xero Accounting 
monday.com Project management 
FYI Document management 
Copilot Project management 
Notion Project management 
Trello Project management 
Asana Project management 
Procore Project management 
Clickup Project management 
Flow Project management 
Infinity Project management 
Radius Project management Plus 38 more that play a smaller practice management role. Each has its own page in its own category.
What to look for in a practice system if you are regulated
Workflow granularity. Can you trigger on a stage, not just on creation? Onboarding compliance rarely starts the moment a record exists — it starts when the engagement is real. A system that only fires on create will either run checks too early or not at all.
Where does a result live? A custom field on the client is workable. A note in a comment thread is not — you cannot report on it, and neither can an auditor.
Does it distinguish people from organisations? Karbon does, XPM does. Systems that flatten everything into one contact type make beneficial-ownership work harder than it needs to be.
Team visibility. Compliance is one person’s job until it is urgent, then it is everyone’s. If status is only visible to whoever ran the check, the firm carries risk it cannot see.
Tell us what your team runs on.
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