Automate Your Accounting Practice

Streamline client onboarding, automate document collection, track tax return workflows, and manage your firm efficiently in one unified, highly secure platform.

Replace manual chasing with automated document requests.

Stop chasing clients for their tax files and IDs. Send automated, secure intake forms and document requests before tax season, mapping data directly into their client profile.

• Custom logic forms: Ask relevant questions based on whether they are individuals or businesses.
• Secure document uploads: Allow clients to upload financial statements and receipts securely.
• Auto-profile creation: Automatically generate contact records without manual entry.

Track tax returns and BAS with visual pipelines.

Know exactly where every client's tax return stands at a glance. Create custom pipelines for different accounting services and move tasks through stages with a simple drag-and-drop interface.

• Custom pipelines: Tailor stages for individual tax, business advisory, BAS, etc.
• Stage-based automation: Trigger internal tasks or client updates when a return moves to "Lodged".
• Team collaboration: Assign specific clients or tasks to junior accountants easily.

Keep all client communications in a single secure inbox.

Never lose track of a client conversation again. View emails, SMS messages, and call recordings in one unified thread attached directly to the client's file.

• Complete conversation history: See every interaction your firm has had with the client.
• Two-way SMS: Text clients securely for quick updates and reminders.
• Call tracking & recording: Log communication time effortlessly.

Let clients book tax planning sessions directly.

Eliminate the back-and-forth of scheduling meetings. Sync your Outlook or Google calendar and let clients book initial consultations or review meetings at times that work for you.

• Automated reminders: Reduce no-shows with automated SMS and email reminders.
• Paid consultations: Require payment upfront before a booking is confirmed for advisory services.
• Calendar sync: Native integration ensures you are never double-booked during tax season.

Get paid faster with automated billing and secure payment links.

Simplify your collections process. Generate professional invoices, send payment links via email or SMS, and set up recurring billing for retainer clients securely.

• Text-to-Pay: Send a secure payment link via SMS for instant payment upon tax return completion.
• Stripe integration: Securely process credit cards directly within the platform.
• Automated collections: Trigger follow-up sequences for overdue invoices automatically.

Build trust and attract more clients with automated reviews.

Automatically request reviews from happy clients right after their tax return is successfully lodged, boosting your Google ranking and credibility.

• Automated requests: Trigger review requests via SMS or email automatically.
• Centralised monitoring: View and respond to all reviews from one dashboard.
• Website widgets: Display your best 5-star reviews on your website instantly.