Software for Microsoft 365 consulting firms
Accred Consult is the client delivery app for Microsoft 365 consulting firms: client and project workspaces, a support queue with client portal links, document approvals, time capture, and billing on one client record, with alerts to your Microsoft Teams channel. Migrate, Assess, and Manage cover the technical work in the same suite, behind one sign-in.
What works today
Client and project workspaces, tickets, client portals, document approvals, time, billing, and Teams alerts are live. Email tickets: Consult turns a connected support mailbox into tickets, emails technician replies in the thread, and can send an automatic acknowledgement.
A consulting engagement in Accred
- Start with a free Accred Assess readiness assessment to scope the work.
- Open the client and project in Accred Consult: phases, tasks, documents, and approvals.
- Run the technical work in Accred Migrate or Accred Manage.
- Log time against the project or ticket and move billing through approval.
- Keep supporting the client through tickets and the client portal.
What Consult keeps together
| Area | What it covers |
|---|---|
| Clients and projects | Client records, contacts, projects, phases, tasks, notes, documents, and delivery artifacts. |
| Support | Ticket triage, message history, and client-scoped portal links for visible support work. |
| Communication | Communication plans and client activity, plus organization-configured Microsoft Teams alerts. |
| Time and billing | Labor captured against projects or tickets, and governed approval and billing checkpoints. |
Pricing
Consult is $15 per seat per month, $12 from seat 11, with 20% off annual billing and a 30-day free trial. See pricing.
Questions
Is Accred Consult a PSA?
Yes. Consult is a PSA for Microsoft 365 firms and MSPs: tickets from the portal or email, SLAs and rules, projects, time and timesheets, quotes and a sales pipeline, dispatch, IT documentation and a password vault, and billing, with imports from HaloPSA, Hudu, and ConnectWise. It does not include remote monitoring and management.
Does Accred Consult send client emails?
Yes, from your own support mailbox: replies to email tickets, an optional automatic acknowledgement, and appointment notices. Teams alerts to your own channel are live too.
Create your organization, then turn on the apps you need.
Hub and Automate are free; its AI assistant runs on prepaid AI credits or your own provider key. Manage’s reports, findings, and reviews are free for every role except Viewer, Assess is free to start, and every paid app starts with a 30-day free trial with no card.