Your Practice
Client DatabaseMaintain detailed client records including contact information and engagement status in one centralized hub.
Task TrackingEasily create, assign, and monitor tasks for your team, with deadlines, progress indicators, and quick status updates to keep work on track.
Team CollaborationBring your team together. Assign roles, share updates, & collaborate seamlessly on internal or client-facing tasks.
Dashboard OverviewInstantly view firm-wide stats. Get real-time visibility into clients, tasks, deadlines, and team workload.
Client Snapshot ViewGet a comprehensive view of each client’s current workload, notes, and assigned services with a single click.
Recurring Task ManagementSet up recurring tasks for repeat workflows like monthly reconciliations, payroll processing, or tax filings etc.
Search & Filter Tools Instantly find tasks, clients, or files with advanced search and smart filtering options.
Subscription Management Manage your subscription directly from the admin panel. Upgrade plans, view billing history and download receipts securely.
Task Notifications Stay updated with automatic alerts for new assignments, changes, or due dates so nothing slips through the cracks.
Appointment SchedulingSchedule meetings, calls, or internal check-ins right from the system, integrated with built-in calendar tools.
Calendar IntegrationStay ahead of deadlines and upcoming commitments with a built-in calendar synced to all task schedules.
Document Management Upload and organize files under client profiles or tasks, ensuring documents are always accessible when needed.
User Role ManagementSet user permissions and assign specific roles with a comprehensive role management view to control access across your team.
Internal Notes Record private notes for each task or client to document progress, communicate instructions, or log important decisions.
