- View from any screen, any where, any time
- No expensive per user fees (invite anyone without penalty)
- View future projects and make recurring project changes without admin headaches
- Automagically surface “what’s next” for a project
- Manage all notifications within the app (goodbye email)
Interested in “kicking the tires” of our next-gen solution?
Always know what’s ready to be worked on through the automated task queue
The most important thing to scaling your firm? Getting ahead of your upcoming client work. Which service is coming up next? Who is working on it? When is it due?
With this new product, you’ll be able to map all your upcoming projects to know exactly what’s in the work pipeline and what’s happening. That kind of visibility gives you two things: control and confidence.
Pain free, penalty free changes to any recurring project or template
The most client-centric way to manage recurring work is the ability to make changes as they happen so every client project stays current and every colleague stays on the same page.
Now, you will be able to make a change and have the option to have the work populate to future occurrences.
Built for the modern accounting and bookkeeping team
Full time? Part time? Intern? Offshore? Consultant? Invite them all without expensive fees. Expand with ease as needed. Or reduce fees by turning “off” inactive clients.
Your work, your way
If recurring client work is at your core, you’ll never go back to the “old way” of manual changes.
You should never think about “what should I do next?” We’d rather you call clients and coach your team.
We created a single view called “My Work” so you (or your team) will know exactly what to focus on.
Ever have something specific for a client project that doesn’t apply to other clients?
You’re not alone. Smart firm owners contextualize each project to deliver a great client experience.