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Say goodbye to the Frankenstack

Replace a sprawl of disconnected apps with one platform your whole firm can run on.

Get started See how it works

Simpler, by design

  1. All-in-one platform

    One system from CRM to client portal.

  2. Workflow

    Related actions trigger automatically and route to the right person.

  3. Intuitive client experience

    Intake, e-sign, uploads and messaging in one secure place.

Everything your firm needs, nothing it doesn’t

  • One system for clients, work, billing and communication
  • AI automation that cuts manual work and surfaces priorities
  • A branded, mobile-friendly client portal
  • Real-time visibility that keeps teams aligned
  • Faster onboarding and less tool switching
Everything your firm needs, nothing it doesn’t

Firms that simplified

Illustrative quotes

Having everything in one place replaced our separate document and CRM tools.
Paul Wright Owner, accounting firm
“One platform replaced multiple apps — and our team adopted it in a week.”
Megan Hill Practice Manager, CPA firm

A command center for your firm

  • Tax software that saves into client folders
  • Ledger connections for bookkeeping work
  • Payments with recurring billing and retainers
  • Calendar sync with Google and Outlook
  • Less context switching across the day
A command center for your firm

Frequently asked questions

Can’t find what you need? Our team is happy to help.

One event — like a signed engagement or uploaded document — triggers the next tasks and notifications automatically.

Clients go from intake to delivery in one place, with clear status along the way.

Upload documents, sign, answer requests, pay and message your team.

Clients, work, billing and communication stay connected in one system.

Real-time status and ownership for every task, client and deadline.

Choose a standard or premium package; our team guides setup, migration and training.

Yes. Save returns from your tax software straight into client folders.

Usually, yes — portal, e-sign, CRM, workflow, billing and payments are built in.

AI that records meetings, transcribes them and files notes to the client record.

An AI teammate that drafts communication, organizes documents and keeps records current — with your team approving every action.

It works on the same client data and permissions as everything else, so it has full context.

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

We only use your details to schedule your demo.