Replace 8 disconnected tools with one premium platform. Manage clients, tax workflows, bookkeeping, documents, e-signatures, and billing in a system designed for how CPA firms actually work.
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Active Clients
247
Tax Returns Open
89
Awaiting Client
34
Revenue MTD
$84,210
One platform. Every workflow. Real depth in the things accounting firms do every day.
Centralize every client, entity, and contact with rich segmentation, lifecycle stages, and engagement history.
Templated 1040, 1065, 1120, 1120S workflows with review gates, signatures, and a tax season command center.
Monthly close templates, reconciliations, and exception tracking that run themselves every period.
Encrypted storage, OCR-ready, granular permissions, and a polished client portal for uploads and approvals.
Recurring invoices, retainers, ACH and card payments, aging reports, and revenue analytics.
Tenant isolation, role-based permissions, full audit trails, and SOC-friendly controls built in.
14-day free trial on every plan. No credit card required.
Solo CPAs getting organized
Growing firms scaling ops
Established multi-service firms
Multi-office & white-label
Encryption at rest and in transit, MFA-ready, tenant isolation, granular RBAC.
Multi-office, multi-tenant architecture that scales from solo CPAs to 200-person firms.
Trigger-based workflows that eliminate the busywork around every engagement.
Free 14-day trial, fully loaded with sample data so you can explore everything.
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