Enhance your client connectivity
Transform the collaboration experience with an innovative platform that streamlines communication and enhances productivity.
Client portal features
Ask and resolve any queries effortlessly
Raise questions and enjoy faster responses. Get all your transactional and non-transactional queries answered in record time and get the most out of your collaboration time. The client can give a suggested GL, a class for any transactional queries.
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Uncategorized transactions information
Financial review-related questions
Client onboarding-related queries
Custom branding
Customize your user domain with your practice name and logo for an eye-catching appearance and a personalized experience. Make your professional accounting practice stand out, and collaborate confidently.
Set auto-reminders
No more back and forth chasing your client again! Set email notification preferences and create scheduled reminders for each client to ensure you are always up to date with their accounts.
Reimagining what it means to collaborate
Mobile responsive platform
Get instant responses from clients no matter where they are. Say goodbye to laptop dependency. With our mobile-friendly platform, your clients can respond to your queries quickly, so you are never waiting for a response again.
Create magic link
Eliminate the hassle of exchanging login credentials with your clients. Quickly create a magic link with or without a password that effortlessly grants your clients access to the client portal.
Template questions
Eliminate the hassle of typing lengthy questions repeatedly. Use template questions from the customizable snippets and submit the question quickly.
The advantages that you enjoy!
Eliminate missed client follow-ups
Enhance client responsiveness and engagement
Minimize communication gaps and delays
Elevate brand recognition and client trust
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