Firm-wide visibility
See every project’s status across clients and teams.
AI-augmented workflow software
Less clicking. More doing.
Workflow automates the flow of work so your team can focus on the work itself.
Average 4.8/5 from 1,200+ reviews
AI in your workflow
Work that moves itself forward
- Tasks created automatically when engagements are signed
- Routing by template and role, not by memory
- Status updates triggered by client actions
- Meeting notes documented on the right task
- Describe an automation in plain language and AI builds it
Focus on what matters
Run every engagement the same great way
Process efficiency
Automations remove the hand-offs that slow work down.
Enhanced accuracy
Checklists and reviews built into every template.
Workflow automation
Workflows built for accountants
- Track and filter tasks by client, status and due date
- Assign to people or roles
- Projects created automatically from engagements
Easy collaboration
Two brains are better than one
- Templates with automations built in
- Recurring logic for predictable projects
- Tag colleagues directly on tasks
Resource management
Know your firm’s limits
- Role-based work queues
- Live capacity dashboard
- Budgeted vs. actual time per project
FAQ
Frequently asked questions
Can’t find what you need? Our team is happy to help.
They lack client records, recurring compliance work, document requests, eSignatures and billing — so firms end up stitching tools together.
Yes. Trigger tasks, assignments, status changes and client requests automatically.
You choose what clients see in the portal, from status to outstanding requests.
Yes. Start from dozens of prebuilt templates and customize them.
Yes. Update tasks, start timers and respond to clients on the go.
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