Core features
Purpose-built tools that replace the patchwork of apps your firm relies on today.
A branded portal where clients log in, upload documents, view invoices, and message your team — no email required.
Track every engagement from intake to filed. Assign tasks, set deadlines, and see who is behind at a glance.
Send checklists your clients actually complete. Track submissions in real time and stop chasing missing files.
Collect legally binding signatures on engagement letters, 8879s, and any PDF — without leaving the platform.
Set it and forget it. Configurable reminder sequences nudge clients for outstanding documents and signatures.
Send invoices, accept credit card and ACH payments, and reconcile everything in one place.
Know exactly when clients open your emails and click your links. Follow up at the right moment.
A bird's-eye view of every client engagement — from prospect to completed return — across your entire firm.