Everything you need to run your practice

From invisible time tracking to client portals to accounting integrations - all in one integrated platform.

For Practice Owners

Get complete visibility and control over your practice. Make decisions with confidence.

Kanban, Grid, and Timeline views give you complete control over your practice. See every task, every deadline, every bottleneck at a glance.

Project cash flow and revenue based on scheduled tasks and service bundles. Plan with confidence, not guesswork.

Instantly see who's overloaded and who has capacity. Reassign tasks and rebalance workloads across your team.

Automatically identify tasks at risk of missing deadlines. Catch problems before they become client complaints.

Manage client groups with multiple entities (trusts, companies, individuals). One client, complete visibility.

Focus on clients, not admin. Let the platform handle the operational burden.

Time tracks automatically when you start a task. Zero user effort, 100% accuracy. No more forgotten billable hours.

Your tasks are automatically prioritized based on deadlines, client importance, and dependencies. Always know what to work on next.

Delegate tasks with full context attached - documents, notes, checklists. No back-and-forth questions needed.

All documents attached to tasks with automatic virus scanning. Find what you need instantly, no more email archaeology.

Built-in messaging between your team and clients through the portal. Keep all communication in context, attached to the right client.

Give your clients transparency and self-service. Reduce support calls by 50%.

Clients see exactly where their work stands. No more "where's my BAS?" emails - they can check anytime.

Clients upload documents directly to the portal. Notifications go straight to the assigned accountant.

Email notifications when tasks are completed. Clients stay informed without having to ask.

Complete history of all services provided. Clients can see what was done when, building trust and transparency.

Enterprise-grade security, integrations, and reliability. Built for modern accounting.

Direct integration with Xero, QuickBooks Online, and MYOB. Invoices flow automatically from tasks to your accounting system.

SOC 2 Type II readiness, AES-256 encryption, multi-tenant isolation with automated security testing. Your data is fortress-secure.

Built on modern cloud architecture with 99.9% uptime. Page loads under 2 seconds, APIs respond in milliseconds.

Cryptographic hash chain for immutable audit logging. Meet professional standards for CPA Australia and CA ANZ.

Book a personalized demo and we'll walk you through the platform.