What's covered in this plan
Client management
Seamlessly onboard new clients, import your existing clients, and manage comprehensive records of client information.
Client collaboration
Interact directly with clients through live chat, send emails, collect documents, and address their concerns promptly.
Task management
Assign sub-accountants to handle specific accounting tasks, set reminders, track progress and categorize.
Timesheets and billing
Streamline timesheets and ensure every billable moment is accounted for and reflected in your revenue.
Client insights and books review
Ensure a transparent view of their financial status, and make data-driven decisions to grow the business.
Document management
Manage all client-related documents like contracts, invoices, and financial papers in a secured environment.
