has been built by accountants in practice with one aim in mind – to delight and retain clients.

takes care of planning and keeps clients updated so you don’t have to.

– connect, manage, retain and grow!

Free 30 day trial

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is powered by Smart Services that know what’s due, when it’s due and keeps your clients in the loop every step of the way. That includes adhoc requests too!

SUPER CALENDAR

Accountants aren't workflow driven, they're deadline driven. That's why we built monitoring and tracking into a specially designed calendar that gives you a super view of everything that's going on in your business.

SMART PLANNER

Planning, allocating and managing is as easy as drag and drop! Scroll backwards and forwards in time to see how you did, how much there is left to do and what next month looks like....all in one view.

CLIENT CONNECT

Every aspect of your client relationship finally in one place! No need to hunt through email and text to find that request...everything goes into our innovative client feed. Get complete visibility of any communication between your team and your client.