Workflow Management
Consistently hit your accounting deadlines!
Track the status of client work, who’s working on what and accounting deadlines. Stay on top of work and hit your deadlines with custom workflows to create recurring work, monitor your staff, set capacity, and stay up to date on the status of work.
Client Database
All your client information in one simple view
Store and organize all your client information in one place so it’s easy for your team to find them and collaborate:
Access client information in one simple view
Keep track of client activities and interactions
Automate client data collection
View Entire Team Workloads
Quickly see how much work each team member has on their plate.
Get a quick overview of your team’s workload capacity, so you can manage resources more effectively, quickly reassign tasks, and make sure that your team has enough time to get their work done on time.