top of page

Upgrade Client Management With Profiles

Replace messy spreadsheets with all-inclusive client profiles. Easily track all your firm's clients, and never disorganize data again. 

Build Client
Relationship Magic

The ultimate CRM experience. Easily track your clients and never lose data again.

Screenshot 2024-06-30 at 2.44.38 AM.png

Manage Everything Clients, in One Place

Your all-in-one client management interface. Track anything and everything to maximize relationships. 
Screenshot 2024-08-15 at 4.14.52 AM.png
Screenshot 2024-08-15 at 2.12.24 AM.png
Untitled design (2).png

Engage Clients with a Secure Client Portal

Exchange documents, communicate, and assign tasks seamlessly with your firm's branded portal 
Screenshot 2024-08-15 at 4.06.08 AM.png

Visualize Insights and Data at a Glance

Recent Activity 

View recent updates and data changes from collaborators. 

Screenshot 2024-08-15 at 4.14.52 AM.png

QBO Integration

Import clients, generate invoices, and export time sheets with QBO. 

qbo.png

Time Tracking

Accurately measure billable hours for each client. 

Screenshot 2024-08-15 at 4.18.01 AM.png

Document and File Storage

Securely manage and share files with collaborators.

Screenshot 2024-08-06 at 9.52.58 PM.png
bottom of page