See every file, email, note, and activity related to your client on one profile. Even better, every team member can see the latest client activity at any time, so you can get up to speed in just a few seconds.
Organize with tools built for accountants.
Connect spouse and dependents’ profiles while securely linking SSNs and EINs.
Create custom fields.
Tailor client records to your business with
custom date, text, and dropdown fields.
Build stronger connections with your clients through email and keep every piece of communication organized by client.
Onboard clients with an easy-to-use portal where they’ll have access to everything relevant to their case including checklists, deadlines, and files.
Send and receive sensitive files with drag-and-drop simplicity and bank-level security, while providing clients 24/7 access to important documents.
Send out big updates, new offerings or important tax legislation updates through personalized bulk emails. Track the performance with email analytics.
Automate repetitive emails with customizable templates for team and individual use.