For Accountants · AU & NZ
Practice management for accounting firms
Manage clients, entities, jobs, staff workload and approvals in one branded portal. Built for accountants and tax advisers in Australia and New Zealand.
CRM with entity linking
Link individuals, spouses, sole traders, companies, trusts and related entities in one connected profile.
Workflow & job tracking
Track work through organizer sent, waiting for client, under review, ready to lodge, lodged and completed.
Engagement letters & approvals
Send engagement letters and proposals, and collect typed e-signatures with an audit trail.
Invoices & payments
Create payment requests, mark manual payments and track outstanding balances against the right client and job.