Turn every client into your biggest advocate
Replace QuickBooks + practice management + email chaos with one platform your accounting clients will love.
Your clients will never ask "where's my stuff?" again
Everything they need is in their portal. Everything you need is in one workspace.
CLIENT EXPERIENCE
Client Portals
Professional client experience that sets you apart. Dedicated dashboards with transactions, deadlines, and documents.
WORKFLOW MANAGEMENT
Project & Deadline Management
Track every client through tax prep, audit, or advisory projects. Never miss a deadline or lose a document.
BRANDING & GROWTH
White-Label Platform
Brand it as your own. Clients see your firm's logo and colors, not another vendor's platform.
COMMUNICATION
Client Communications Hub
Centralized messaging, document requests, and status updates. End the email chaos with organized client conversations.
AUTOMATION
Integrations Hub
Connect QuickBooks, tax software, and bank feeds. One source of truth for all client data.
Trusted integrations
Join the waitlist for early access
Get early adopter pricing when we launch. Limited spots available.
Questions & Answers
Everything you need to know about modernizing your accounting firm.
How fast is setup?
24 hours. Connect QuickBooks, import clients, done. Your team keeps working while you add modern tools on top of your existing foundation.
Does this replace QuickBooks?
No. We integrate with QuickBooks, not replace it. Keep your accounting workflow exactly as is.
What tools does this replace?
Client portals, project management, time tracking, document sharing, team communication. One workspace instead of jumping between apps.
How much does it cost?
Flat rate per firm. No per-client fees, no per-user limits. Scale your practice without software costs scaling with you.
Will our QuickBooks data be secure?
Read-only access. We sync your data to create unified views but never modify your books. Bank-level encryption throughout.
Do clients need training?
No. Browser-based client portals. If they use email, they can use this.
What about our current processes?
Keep them. Import everything from QuickBooks, connect bank feeds, invite your team. Nothing changes except you get better tools.
Can we white-label client portals?
Yes. Custom branding, tailored workflows, firm-specific reporting. Each client sees your firm's experience, not ours.
What if we have remote staff?
Built for it. Real-time sync keeps your team aligned whether they're in-office, remote, or on-site with clients.