Tax Notebook & Client Intake
Guided questionnaires, document checklists, and digital signature collection that make tax season painless for clients and staff.
Everything you need in one place
From client onboarding to e‑file authorization—designed to save time and reduce risk.
CRM
Track leads, engagements, and communications. Centralize client profiles with timelines, notes, and relationship insights.
Work Scheduling
Assign work, visualize capacity, and auto‑prioritize tasks against deadlines with dependency and SLA awareness.
Priority Optimization
Smart queues surface the next best action per staff member based on due dates, complexity, and client responsiveness.
Secure File Storage
Encrypted at rest and in transit. Granular permissions, expirations, and audit trails keep sensitive data protected.
E‑file Authorization
Collect and manage authorizations digitally. Automated reminders and status tracking built‑in.
CPA Task Assignment
Simply assign tasks on from the same client to different staff within your CPA Company.
Client Discussion Forum
Discuss and query items with your clients directly from your dashboard.