Practice Management
Run the Firm.
Projects, capacity, time, client portal, documents — one workspace for the whole team.
- Project pipelines with per-service-line templates
- Team capacity heat-map
- Time tracking and project budgets
- Branded client portal with eSignature
- Bookkeeping dashboard every client's status at a glance
- Email module (Gmail & Outlook synced)
- Notepad private and client-facing notes
- Google Drive & OneDrive document sync
- Bookkeeping Dashboard every client's status
Get Started for Free
AI Book Review
Review the Books.
50+ accuracy checks, AI accruals, and anomaly detection — built into every monthly close.
- 50+ Review Points across P&L and Balance Sheet
- Entries Checklist for every close
- AI Accruals prepaid, payroll, deferred revenue
- Clearing Accounts Review (merchant + payroll)
- Duplicate entries detection
- Intercompany reconciliation
- Anomaly detection and uncategorized entries
- Close Dashboard with operational report
- 1099 review and W-9 tracking
Get Started for Free
One login
One client list
One bill
Native to QBO & Xero
No duct-taped integrations













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