takes care of planning and keeps clients updated so you don’t have to.
– connect, manage, retain and grow!
Free 30 day trial
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.
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.
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.
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