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Pricing
No public pricing
PREMIUM (Annual Billing): $69 per user per month
PREMIUM (Monthly Billing): $79 per user per month
No public pricing
No public pricing
Core features
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- ✦Client Portal
- ✦Workflow Management
- ✦AI-Powered Tools
- ✦QuickBooks and Xero Integration
- ✦Email Management
- ✦Document Management
- ✦Client Tasks
- ✦Mobile App
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Use cases
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- →Streamlining client communication
- →Managing workflows and tasks
- →Automating email responses
- →Securing file sharing with clients
- →Improving data quality with QuickBooks and Xero integration
- →Gaining a bird's-eye view of firm operations
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