Task Dashboard | ||
Progress Bars | ||
Recurring Projects | ||
Duplicate Projects | ||
Document Storage | ||
Workflow Templates | ||
Time Tracking | ||
Time Tracking Reports | ||
Team Communication | ||
QBO Integration | ||
Emails Become Tasks | ||
Invoicing with QBO | ||
Custom User Permissions | ||
Password Management | ||
Calendar View | ||
Email Integration | ||
Kanban View | ||
Client Tasks & Portal | ||
Auto-Reminders for Clients | ||
Client Messaging | ||
Effective Hourly Rate | ||
Capacity Management | Coming Soon |
A cloud-based solution that makes it easy for accounting firms to manage client work, collaborate with staff, and hit their deadlines
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