Calendar view to manage your workload in a handy timeline format.
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Features
Created for Tax & Accounting Industry
Unlimited Clients, Storage, Projects
Free & Unlimited Support (Chat & Phone)
Free education (webinars, academy etc.)
Document Management
Unlimited E-signatures and KBA
PDF editor
Engagement letters
Native Windows & Mac apps
Links for 3rd parties
Client Management
Client Portal
Client mobile app
Multiple User Client Accounts
Mobile scanner
Calendar scheduling / meetings
Practice Management
Kanban view
Automated lead capture
Multiple Assignees
Scheduled/recurring jobs
Templates
Recurring Tasks
Cash Flow Management
Team Management
Website Branding
White-glove Support &
Training Sessions Included
Personalized support and screen-sharing onboarding sessions at no extra cost for all clients and trial users.
- Knowledge base
- Webinars
- Community
- Screen-sharing
- Premium support*
- Free advanced team training*
Available in the Pro plan.
