The full library of features behind the solutions. Browse what you need — it all works together in one place.
Ask questions in plain language to look up clients, check engagement status, research tax rules across CRA and IRS, and navigate the platform — context-aware answers in seconds.
Centralized client directory with contacts, engagements, emails, and documents. Inbound emails auto-match to client records so communication history builds itself.
Visual drag-and-drop designer with 11 node types including webhooks and document request steps. Build once, assign to hundreds of clients, track progress in real time.
Kanban boards, task dependencies, built-in review workflows, and per-task time tracking. Full status lifecycle from TODO through In Review to Done.
Dedicated firm email address with a unified inbox. Automatic client matching, AI-powered triage suggestions, threaded conversations, and delivery tracking.
Upload, organize, and share files with version history. Collect documents from clients through secure token-based links — no client login required.
Weekly timesheet grid with manager approval, one-click time-to-invoice, branded invoice PDFs with configurable tax, secure client links, and automatic receipts on settlement.
Track every service agreement from start to finish. Automatic progress calculation, budget and timeline visibility, and flexible many-to-many staff assignment.
Purpose-built for tax season with workflow templates, secure document collection, AI tax research, and review workflows across CRA, IRS, HMRC, and ATO jurisdictions.
A firm-wide admin dashboard plus 12 reports: A/R aging, revenue, cash flow, engagement pipeline, staff utilization, and more. Multi-currency, always current, with click-through drill-downs.
Build letters from reusable templates with merge fields, send a secure link for clients to e-sign, and track every letter from draft to signed — with the signed PDF kept on the engagement.
Manage your whole team from one directory. Invite staff against your plan’s seats, assign roles from owner to staff, and control access with role-based permissions.
Bring your clients in from QuickBooks, CSV, or Excel. Map your columns, validate the data, and skip duplicates — so switching practice management software takes minutes, not weeks.
A firm-wide audit trail, role-based access controls, a recycle bin with safe retention windows, and data residency in the USA and Canada — protection built in, not bolted on.
Manage your practice on iPhone, iPad, and Android. Access clients, track engagements, manage tasks, and use the AI assistant on the go — free with every plan on the App Store and Google Play.
Set it up yourself this week — no IT, no consultant, no migration project.
