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Run the practice.Not the paperwork.

Tax Preparation·Bookkeeping·Payroll·Jobs & Pipelines·Organizers·E-signatures·Client Portal·Time & Billing·

The Office Suite

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01LiveTax Preparation1040, 1065, 1120, 1120-S, 990 and 1041 from one client record.Every return, every year, in one place

02LiveJobs & PipelinesClient work moving through the stages your firm actually uses.Who has it, what is late, what ships today

03LiveOrganizersSend a 1040 or business organizer and chase what is missing.Sent, opened, answered, chased

04LiveE-signatures8879s and engagement letters signed without a printer.Requested, signed, filed

05LiveClient PortalOne address where clients upload, read, sign and pay.No more email attachments

06LiveDocument VaultShared, versioned files per client and tax year.Every version, every client

07LiveTime & BillingTime entries, WIP, invoices and payments that reconcile.Hours in, invoices out

08Coming soonReportsRealization, utilization, revenue and workload across the firm.What the practice earned, and from whom

Running the practice

Clients & contactsAccounts, officers, spouses and their entities in one record.

Jobs & pipelinesReusable stages for 1040 season, monthly books and year-end.

Tasks & reviewAssign, review and sign off before anything leaves the firm.

Time & WIPHours against the job, so unbilled work never goes quiet.

Invoicing & paymentsBill the engagement and take payment in the portal.

Team & permissionsSeats, roles and what each one is allowed to open.

Firm wikiHow your firm does things, written down and searchable.

ReportsRealization, utilization and revenue across the practice.

Connects to what you already use

QuickBooks OnlineXeroMicrosoft 365Google WorkspaceGustoStripe

We import your client list, prior-year returns and document folders before you go live. Typical migration takes a week.

Built for

CPA firms, EAs and bookkeepers

Priced by

Seats, not per client

Focus

Practice tech built for the US.

Tax Preparation·Bookkeeping·Payroll·Jobs & Pipelines·Organizers·E-signatures·Client Portal·Time & Billing·

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