Practice Management at the crossroads of Accounting and Technology

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ONBOARDING

 Send Proposals, Invite, Onboard, and Assign users in minutes. Smart notifications and reminders that make the entire onboarding process is a breeze.

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WORKFLOWS

 Workflows for Bookkeeping, Biz Taxes, Ind Taxes, Payroll and Notices that allow you to Standardize Processes, Eliminate errors, and increase productivity. 

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COLLABORATION 

Connect with customers like never before. More connected experience for your customers and a more collaborative environment for your employees. 

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DOCUMENT MANAGEMENT

 Collect, Share, and manage documents seamlessly using bank-level security. Documents that are available when you need them where you need them instantaneously. Seamlessly connect your documents with every function of your practice.

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TASKS

Create, Assign, and track every grain of your practice at a glance. Know the status of customers tasks and every team members workload.

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PERFORMANCE ANALYTICS

Easy to read Trackers and dashboards that can be filtered using employees, customer, status, types for Accounting, Bookkeeping, Taxes, Payroll, and Notices. Actionable insights based on efficiency, output, customer engagement that help you increase productivity, scalability, and profitability.