Cloud-based access
Everything syncs instantly with the web app.
Mobile app for accounting firms
Your firm, in your pocket
Tasks, clients, files, timers and messaging — securely, from anywhere.
Average 4.8/5 from 1,200+ reviews
Work your way
Get work done when and how you want
Flexible and accessible
Respond to clients and approve work on the go.
Secure and fast
Biometric login, MFA and encrypted storage.
Practice management on mobile
Make your firm modern and accessible
- AI notetaker that records and summarizes meetings
- Filter tasks and clients
- Access full client information
- Share, scan and upload files
- Start timers from anywhere
AI notetaker
Never miss a client commitment
- Record and transcribe meetings, attached to the client record
- Structured insights on intent, risks and follow-ups
- Works offline and syncs when you reconnect
Apps you will love
- iOS rating
- 4.8/5
- Android rating
- 4.8/5
- app store reviews
- 1,000+
- access to your firm
- 24/7
FAQ
Frequently asked questions
Can’t find what you need? Our team is happy to help.
Client records, notifications, tasks, workflows, files, secure messaging, time tracking and billing.
Yes. It uses MFA, biometric login and encryption, and follows the same controls as the web app.
Yes. Staff use the practice app; clients use the portal app to upload, sign and pay.
SSO for staff is available on Enterprise plans.
Book a demo
Ready to get started?
See it working with your own clients, workflows and billing setup.
- 30-minute personalized walkthrough
- Migration plan for your current tools
- Transparent pricing for your team size