Project management

Workflows optimised for accountants & bookkeepers

Managing projects, clients and the team is a breeze with an easy to use platform. Simplify workflows and automate your projects and tasks so you can focus on what matters most.

Project Management

Streamline your project and task management with templates, reminders, deadlines, lists, board views, and more.

Templates

Simplify project creation with customizable templates tailored to your workflows. Streamline task management with assignable tasks, client requests, follow-up reminders, and more.

Automation

No more manually changing statuses or updating tasks. Automation can handle it all for you, allowing you to focus on more important things.

Client Requests

Streamline your project and task management with templates, reminders, deadlines, lists, board views, and more.

Time tracking

Simplify project creation with customizable templates tailored to your workflows. Streamline task management with assignable tasks, client requests, follow-up reminders, and more.

Document Management

No more manually changing statuses or updating tasks. Automation can handle it all for you, allowing you to focus on more important things.

Client engagement

Client Portal that leaves a lasting impression

Enjoy a centralized hub for seamless client management. Clients can chat, make payments, upload files, submit forms, and sign contracts—all in one place.

Client Tasks

Organize and prioritize client tasks with ease, ensuring your projects stay on track.

Passwordless logins

Secure and convenient passwordless login for your clients so that it’s easier to collaborate.

Chat

Stay connected and collaborate seamlessly with our chat feature, making communication a breeze.

Integrated Email

Tame your email, collaborate better

Harness the power of streamlined email management to boost productivity and collaborate better. Organize your inbox effectively, reduce clutter and focus on what matters most.

Streamline Collaboration

Foster seamless teamwork by sharing emails, tasks, and messages with your colleagues, ensuring everyone stays on the same page.

Assign Emails

Delegate incoming emails to the right team member instantly, ensuring prompt responses and efficient resolution of client queries.

Create Tasks

Convert emails into actionable tasks, empowering you to stay organized and prioritize your workload effectively.

Organize messages

Keep client communications neatly organized by grouping emails and messages based on client relationships, facilitating quick access and reference when needed.

Security

We take data privacy and security seriously.

We understand that protecting your data is crucial for the success of your business, which is why we have implemented various measures to ensure the security of your data.

Run your accounting practice in a single platform