Manage your entire accounting firm and customer lifecycle from the single cloud platform.
Stay current across all accounts, sales, projects, deliverables, billing, & budgets
Supercharge Xero and Quickbooks with extended business management tools.
Between chasing new opportunities, keeping existing clients happy, managing teams, and staying on budget, every day can be a battle — even when it’s not tax season. Blink for just a second and you risk losing control.
Don’t let your business get away from you.
Ensure full control and management of your accounting firm using a single cloud-based management platform that can adapt to any lead, sales, or business process throughout the entire customer lifecycle.
Consolidate your financial tools
Seamless integration with Xero Accounting and QuickBooks means you don’t have to come to grips with an entirely new system. The transition is quick, painless, and allows you to hit the ground running.
Get everyone on the same page
Every activity is captured and recorded in a central, easy-to-access repository. Everyone stays up to date, regardless of location or role.
Customize processes for any service
Create your own lead, project, and sales processes to handle custom client services and big tax season jobs. Attach timesheets to projects for recurring services and billing.
Maximize revenue and profits
One system for managing deliverables, quotes, and expenses means every billable dollar is captured and assigned to your client. Customize processes to handle any new request.
As featured by
“Our USA-based company offers business consultancy and financial advice to developing companies in the oil, gas, and real estate industries.”
“You can be that accountant everyone loves to recommend to friends and business associates. With a centralized point of entry into each client’s complete account record, you can show clients that you care and increase business at the same time.”