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New Features

Client Task Updates

“Remember me” functionality & the ability use spacing when chatting with clients


Returning to Business as Usual

The global crisis caused by the COVID-19 pandemic has moved the world into unprecedented times. Now, businesses—especially accounting firms—are focusing on surviving and keeping afloat, hoping to ride the waves of the crisis until steadier tides arrive.

New Features

New Features (8/10/20)

New styling options, user permissions, and project assignee methods


Custom Fields in the Client CRM

Create custom fields on your client’s profile page so you can see all of your important client info in one view.

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