A workbench
for the pros.
Switch between clients in one click. Batch-generate month-end packages. Approve every journal entry with a full audit log. Chase missing docs without writing a single email.
A workbench for the pros.
Switch between clients in one click. Batch-generate month-end packages. Approve every journal entry with a full audit log. Chase missing docs without writing a single email.
Client Switcher
Deep-link into any client file in one click. No re-logins, no tab juggling.
Approvals Queue
Every journal entry, every return, signed off with a tamper-proof trail.
Batch Reports
Generate month-end packages for every client in one run. Branded and scheduled.
Deliverables
Cross-client to-do list with status, priority, and due-date filters.
Missing Docs
Automated chase emails to clients for the W-2, 1099, bank statement, K-1.
Audit Log
Every action, every user, every timestamp. Compliance-ready and dispute-proof.
Everything a firm
runs on.
Time Tracking
Log billable hours per client, per engagement. Export straight to invoice.
Secure Client Portal
Clients upload docs, approve journal entries, and ask questions — without email attachments.
White-Label Branding
Your logo, your colors, your domain on every client-facing report.
Engagement Templates
Bookkeeping, tax prep, fractional CFO — each with its own task list and deliverable cadence.
Recurring Deliverables
Monthly close, quarterly review, annual return — scheduled, tracked, never missed.
Review Notes
Leave reviewer notes on any journal entry, any line item. Resolve before sign-off.
Questions we hear
from every firm.
Can I manage multiple clients from one login?+
Yes. The client switcher lets you deep-link into any client file in one click — no re-logins, no separate tabs. Your permissions and the client’s data scope are enforced server-side on every request.
How does the approvals queue work?+
Every journal entry, tax return, or batch posting routes through an approval queue with role-based sign-off. Each action is written to a tamper-evident audit log with a timestamp, user, and signed payload.
Can I generate month-end packages for every client at once?+
Yes. Batch reports let you run month-end P&L, balance sheet, cash flow, and custom reports across every client in one pass. Packages are branded with your logo and scheduled for automated delivery.
How do you chase clients for missing documents?+
The missing-docs tracker surfaces every outstanding W-2, 1099, bank statement, K-1, or closing statement per client. Automated reminder emails go out on your cadence — your branding, your tone.
Is the audit log admissible for compliance disputes?+
Every action is logged with user, timestamp, IP, and a signed payload. The log is append-only and exportable on demand. For durable-write compliance (regulatory audits), contact us about the Pub/Sub-backed audit tier.
What does the advisor plan cost?+
Advisor plans start at $99/month for solo practitioners, scaling through $199 and $349/month tiers. See the advisor landing page for the full comparison.