1. CLIENT MANAGEMENT

 Send Proposals, Invite, Onboard, and Assign users in minutes. Smart notifications and reminders that make the entire onboarding process is a breeze.

2. COLLABORATION 

Connect with customers like never before. More connected experience for your customers and a more collaborative environment for your employees. 

3. TASKS

Create, Assign, and track every grain of your practice at a glance. Know the status of customers tasks and every team member’s workload. 

4. WORKFLOWS

 Workflows for Bookkeeping, Biz Taxes, Ind Taxes, Payroll and Notices that allow you to Standardize Processes, Eliminate errors, and increase productivity. 

5. DOCUMENT MANAGEMENT

 Collect, Share, and manage documents seamlessly using bank-level security. Documents that are available when you need them where you need them instantaneously. Seamlessly connect your documents with every function of your practice.