Client management

Gain complete visibility of all changes with a centralized activity feed

Stay informed on everything happening in your firm. Activity feed centralizes all activity in one place, providing complete oversight to boost transparency, accountability, and security.

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Keep an eye on every change

View and track every action, across all client accounts

Improve compliance

Track and resolve issues effortlessly with a detailed history of all employee and client actions.

Track updates

View account updates, including who made them and when, and refine your search with filters for account, date, item, and more.

Gain insights

Monitor staff performance and client interactions and use these insights to identify improvement areas and build stronger client relationships.

A centralized hub to monitor all changes in one place

Activity feed is a comprehensive date- and time-stamped record of history and details of interaction with documents, organizers, tasks, engagement letters, and more.

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Documents and engagement letters

See when documents are viewed, downloaded and modified.

Client tasks

Track additions, updates or modifications that were made by the firm or the client.

Organizers (tax forms)

See when an organizer was created, viewed, filled out, sent, sealed and by whom.

Firm balance

Firm balance is utilized for SMS, KBA (knowledge-based authentication) and QES (qualified electronic signature).

Our client experience speaks for itself

This software allows me to keep a live and easily accessible audit trail so I no longer have to search individual client files for notes.

Our client experience speaks for itself

I love that everything for managing clients, file sharing, gathering and requesting documents and the smart email inbox, is all in one place.

Our client experience speaks for itself

I love that billing, client portal, document sharing, and communications between the firm and the client is so seamless!

Winner Comprehensive Firm Workflow Solution

Frequently asked questions

How can I access the activity feed?

You can access the activity feed in your portal through the left-hand menu.

What information can I see in the activity feed?

The activity feed provides a date- and time-stamped record of the history and details of all interactions with documents, organizers, tasks, engagement letters and more. In particular, the user’s name and email, client and server times, the changes that were made, the user’s IP address, and more.

Who can view the activity feed?

Firm owners and admins have access to the Activity feed by default. If you want other team members to access the activity feed, enable the ‘View activity feed’ access right for them. Please note that no events can be deleted by anyone.

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Gain complete visibility of all changes with a centralized activity feed

View and track every action, across all client accounts

Improve compliance

Track updates

Gain insights

A centralized hub to monitor all changes in one place

Documents and engagement letters

Client tasks

Organizers (tax forms)

Firm balance

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Frequently asked questions

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Firms/practitioners

Clients