For Accounting Firms
Run Your Accounting Practice With Less Friction
Document collection, billable hours, retainer billing, and a secure client portal — built for tax pros, bookkeepers, and CPAs.
Platform Features
Client Management
Track client relationships, history, and communications in one place.
Document Editor
Collaborate on documents with version history, comments, and approvals.
Invoicing & Payments
Send professional invoices and get paid faster with Stripe and PayPal.
Workflow Automation
Automate repetitive tasks with visual workflow builder and triggers.
Client Portal
Give clients a branded self-service portal to view projects and invoices.
AI Agents
Deploy AI agents for customer service, document generation, and workflows.
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