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Insights For Firm Founders

Insightful tips to take your firm to the next level

New Features

Custom Recurrences

Custom recurrences allow you to set client work to recur on even the most complex schedules.

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Productivity

3 Ways to Accomplish More in Less Time

If you are an accountant having a hard time managing their responsibilities daily, do not fret. You can find the answer to your problem in these simple productivity tips.

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Productivity

How to Have Effective Meetings with Clients

When it comes to gaining new clients, fortune always favors the heavily prepared. With the right resources and tools you can make sure that your client meetings remain smooth and lucrative.

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New Features

New Features (2/24/21)

New Features (2/24/21) We release two new features this week! The ability to track time on a task The ability to export your task view into a CSV Tracking Time on Tasks Within A Project Now you can track time on individual tasks within a project to have more detailed

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