Projects & planning
Manage deadlines, tasks, pipelines, and the work forecast.
STAFF WORKSPACE
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YOUR PRACTICE, CONNECTED
Client work.
Clearly connected.
From tax returns to bookkeeping and payroll, bring your team’s work into one organized workspace.
Client workspace
Keep client details, documents, and vault information together.
Billing & payments
Track invoices and payments with tools to connect QuickBooks.
Connected tools
Connect Outlook, OneDrive, e-signatures, email, and SMS in settings.