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The platform firms switch to — and stay with

One connected workspace for clients, work, documents and billing, with AI that quietly handles the busywork.

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What firms say after switching

Illustrative quotes

Easy for our staff, easy for our clients — and it seems to know what we need before we ask.
Emily Turner Partner, CPA firm
“Our older clients upload and sign from their phones now. That alone saved us hours every week.”
David Kim Owner, tax practice
“Files, workflows, billing and PDFs all in one place. We don’t think about tools anymore.”
Rachel Moore Operations Manager, accounting firm

See every task, deadline and owner in real time

  • Live view of open, overdue and upcoming work
  • Clear assignments so nothing falls between people
See every task, deadline and owner in real time

Clients, tasks, documents and billing — together

  • Every record shares the same client context
  • No syncing, no copying between systems
Clients, tasks, documents and billing — together

Organize clients the way your firm works

  • Flexible client groups, tags and custom fields
  • Saved views for every role and team
Organize clients the way your firm works

Give clients secure access 24/7

  • Clients find returns, requests and invoices in one place
  • Upload, sign and pay from any device
Give clients secure access 24/7

One login instead of a dozen

  • Replace separate task, messaging, file and email tools
  • Lower costs and fewer integrations to maintain
One login instead of a dozen

AI that chases, routes and checks status for you

  • Follows up with clients on missing items
  • Routes incoming documents and requests to the right person
  • Keeps status current, with your team approving every action
AI that chases, routes and checks status for you

Frequently asked questions

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

Usually, yes. Task management, messaging, file storage, e-signature, portal, CRM and billing are all built in.

Yes. Use client groups, tags, custom fields, templates and saved views to match how your firm works.

Automations handle reminders, hand-offs and status updates; AI drafts, summarizes and routes work for your review.

It works inside the system that holds your client data, so it has full context and respects your permissions.

Everything shares one client record, so nothing needs syncing — and AI is built in, not bolted on.

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.