Identify overburdened staff members, pinpoint over budget work, and identify unprofitable clients to boost your bottom line
Get a quick overview of your team’s workload capacity, so you can manage resources more effectively, quickly reassign tasks, and ensure you deliver client work on time and on budget.
Quickly identify work that is taking longer than expected and over budget so you can quickly make adjustments before it’s too late.
Identify which clients are requiring more work than you estimated so you can adjust your rates and boost firm profitability
View time tracking reports to quickly see where your team is spending most of their time and easily make adjustments when needed to boost your firm’s productivity.
Create a recurring project
Copy it to all your clients
Track progress & collaborate with your staff
A cloud-based solution that makes it easy for accounting firms to manage client work, collaborate with staff, and hit their deadlines
Register to start a 14-day trial