30 Second Overview
Workflow
Time Tracking
Client CRM
Client Requests
Capacity Management
Reporting
Delegate work, monitor your staff’s progress and track due dates in one simple view. Have all your communication and documents stored in one place for your staff to access and get their work done
Automate client data collection, create checklist templates, send automated reminders to your team, and automate recurring work
Identify bottlenecks and over budget work, easily manage firm capacity, and identify the clients killing your firm’s profitability
Securly store your client information in a place that your team can easily access to get their work done
Automatically sync your time entires with QuickBooks Online to seamlessly Invoice Clients
Track the status of client work and important deadlines to ensure nothing slips through the cracks
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