Simplified Task Management enables you and your team to take control of all activities in your office. Grouped into Compliance, Bookkeeping, etc. allows you to smartly organize activities for easy management and quick decision making.

Manage Audit Tasks and long term Projects and automate the workflow in the project. Store important documents, assign to multiple team members, track overall progress all at the click of a button.

Save and Access each and every important information about your client including: Multiple contacts, key tax information, password vault, invoices, payments, tasks, audit projects and more.

Provide access to your clients for smart collaboration through the client portal. Clients can view all the tasks, audit projects, invoices, payments etc.
Full control on what your clients can access.

Automate and streamline your sales process including estimates, proposals, contracts, invoices.
Better manage client relations using CRM features

Record and track each and every office expenses spent by the team.
View reports on expenses, expense vs income etc.