For Fractional Executives & Consultants
Your clients need you.
The stakes are too high not to
treat your practice like the business it is.
You’re the fractional CFO, CMO, or COO your clients can’t do without. They’re not paying for hours. They’re paying for outcomes that define their year.
When performance and outcomes matter, your tools matter.
Free forever plan available. Takes two minutes.
Built for how you actually work
You’re responsible for results across multiple clients simultaneously.
Each client has their own team, their own context, their own priorities. You move between them not because you’re scattered — because that’s what a high-performing fractional practice looks like. TepinTasks was built for exactly this. Multi-tenant by design. Every client has their own space. You move between them without credential chaos, without forcing anyone into your system, without losing context.
Three things that change
01
Your clients get their own environment.
Shared datastores per engagement. Context that stays where it belongs. Decisions, priorities, and history organized by client so nothing bleeds between engagements and nothing gets lost when you switch.
02
Your time tells the full story.
Every hour tracked per retainer. When renewal comes around you are not reconstructing the quarter from memory. You are opening a dashboard that shows exactly what you did, what it moved, and why it mattered.
03
Your practice has a single view.
All clients. All priorities. One place. Switch contexts in seconds without losing your footing. No browser full of other people’s logins. No starting from scratch every Monday morning.
Multi-tenant by design
Your account. Your client’s account. Work across both.
Most platforms were built for a company talking to itself. TepinTasks was built bidirectional from day one. You can work inside your clients’ environments without giving up the integrity of your own. No forcing clients into your system. No managing a browser full of credentials. No buying licenses for every environment you touch.
One system. Every client. Everyone who needs access has it. Everyone who shouldn’t doesn’t.
Your Client View
🏢 Meridian Group — Active
Board deck due Friday · Cash flow review scheduled · 3 open action items
🏢 Thornfield Capital — Active
Pipeline process live · Hiring plan in review · Q3 retainer: 18 of 20 hrs used
🏢 Blue Sky Brands — Active
Launch campaign on track · Vendor contract pending legal · 5 tasks this week
⚡ All clients. One view. — No context lost
Switch between engagements in seconds. Every environment stays intact.
Talk To Task — Between Calls
🎤 Voice note, 2:18 PM
“Meridian — follow up with Lisa on the hiring freeze exception, send the ops audit draft by Thursday, flag the vendor contract for legal before the board call”
🤖 Task 1 created — Meridian Group
Follow up with Lisa re: hiring freeze exception — due today
🤖 Task 2 created — Meridian Group
Send ops audit draft — due Thursday
⚡ 18 seconds. Three action items tagged to the right client. Nothing lost between calls.
Capture between engagements
Say it out loud. It becomes a task before you sit down.
You hang up from a client call with six things in your head and immediately dial into the next one. Talk To Task captures by voice between calls — in the car, in the elevator, walking to the next meeting. AI pulls out the action items, tags them to the right client, and adds them to your list before you sit down.
- Capture by voice with no friction
- AI pulls the action items and creates tasks automatically
- Each task tagged to the right client
- Original audio kept and fully searchable
Prove the value
Renewal should be a conversation about the future. Not a recap of the past.
Your best clients already know the value you bring. But the record of that value should exist somewhere other than their memory and yours. Dashboards give you a live view of everything moving — by client, by project, by priority — so renewal is backed by data, not a conversation you have to win.
- Client by client view of tasks, progress, and open items
- Work history that builds automatically as you operate
- Shareable with clients so they see the operation in real time
- Renewal ready — what got done, when, and what it moved
Q3 Renewal Review
🏢 Meridian Group — 47 tasks completed
Ops audit delivered · Hiring plan approved · Vendor contracts reviewed
🏢 Thornfield Capital — 31 tasks completed
Pipeline redesigned · Board deck delivered · 2 items in progress
📊 23 decisions logged this quarter
Every key decision documented with context and rationale
✅ Renewal ready. The work is all here. No reconstruction required.
Fractional means flexibility.
TepinTasks gives you the structure to match.
Multi-tenant by design. Built for the way you actually work — across clients, not just inside one.
Partner Program
Bring it to your clients.
Get paid for it.
Many fractionals bring TepinTasks into their client engagements as part of the operating system they install. Partner pricing, co-branded tools, and recurring revenue on every seat you deploy.
When performance and outcomes matter,
your tools matter.
Free to start. No credit card. No complex setup. The multi-client operating system your practice has been missing.
Free forever plan available. Takes two minutes to set up.