Perfect for solo practices
All features
Up to 50 clients
One user
12 month contract *
Perfect if you have 51-130 clients
All features
Pay per client **
Unlimited team members
Cancel anytime
Perfect if you have 130-500 clients
All features
Up to 500 clients **
Unlimited team members
12 month contract *
Key Features | Solo | Pay as you grow | 200 Plan |
Team members | One | Unlimited | Unlimited |
Clients | Up to 50 | Pay per client | Up to 500 |
Out of the box workflows | |||
Build your own workflows | |||
Plan and assign work up to 18 months ahead of time | |||
Get to Zero Inbox with automated reminders | |||
Build your own insights and widgets | |||
A single unified view of your clients | |||
Integrate with 100s of apps |
It's a collection of workflows that cover the common stuff that you do for clients e.g. tax returns, annual accounts, confirmation statement dates etc.
Your clients' jobs get set up automatically and you can plan when to do the work, who should do it and track them to completion.
Yes because we have to hold their data all year round. However. we know that no two accounting/bookkeeping businesses are the same so contact us to discuss your specific needs.