Bookkeeping, payroll, signatures and client files, handled for you.
Four connected apps for accounting firms and the businesses they serve. Less chasing, fewer missed deadlines, cleaner books.
AI Accounting Services
Accounting software that keeps your books up to date on its own, runs payroll, and prepares financial statements your CPA can work with.
Download for Windows- Automatic bookkeepingTransactions are categorized and recorded for you, so your books stay current without manual entry.
- Automatic payroll and pay stubsPayroll runs on schedule, and pay stubs are shared with employees, the employer and the accountant automatically.
- Automatic bank reconciliationsBank and card statements are matched against your books, with only the exceptions left for you.
- Discrepancy and audit alertsYou're notified of anything that looks off, with a list of items to review and confirm.
- Filing deadline remindersReminders for upcoming filing deadlines, sent well before they're due.
- Professional financial statementsClean, presentation-ready financial statements prepared from your books.
- CPA-ready financials and checklistsFinancials and checklists prepared to CPA requirements, ready to hand to your accountant.
Firm Management
Automatic deadline reminders and document requests for your clients, plus time tracking and record keeping for your firm.
Log in to Firm Management- Automatic client remindersClients get reminders about their deadlines and requested documents without you having to chase them.
- Time tracking per clientRecord the time your firm spends on each client, ready for billing and reporting.
- Organized internal recordsKeep your firm's internal records in one place, easy to find and up to date.
E-Signatures
Send documents for signature and get them back signed, with a full record of who signed and when.
Opening soon- Unlimited documentsSend as many documents for e-signature as you need.
- Local time stampsEvery signature is time-stamped in local time.
- Audit certificateEach signed document comes with an audit certificate showing every step of the signing process.
- Easy to useSimple for you to send and simple for clients to sign, on any device.
Share Files
A secure place to exchange documents with your clients, so nothing gets lost in email.
Opening soon- Secure sharing with clientsShare documents with clients securely, without email attachments.
- Upload and download anytimeClients can upload and download their documents whenever they need to.
- Upload and download notificationsGet notified when a file is uploaded or downloaded.
- Nothing gets missedEvery file and every change is tracked in one place.