Free Software for Accounting firms and CPAs

Manage Relationships

✓ All Customer information and assets in one place

✓ Create Newsletter for Customers within the software

✓ Access information via desktop or mobile app

✓ Create Invoices from the App

✓ Send invoices via email or pdf

✓ Get paid online via Stripe or Paypal

✓ Task Manager to track estimated and spent time

✓ Timer to keep track of task times

✓ Connect with timesheet for billing through invoices

✓ Share Tax returns with protected portal

✓ Allow clients to upload documents securely

✓ Track customer support issues

✓ Reports to track customer profitability

✓ Track all emails from customer records

✓ Transfer your data to QuickBooks or ADP

All-in-One solution to grow your business and simplify work process.

Organize client's data
- Segment contacts using Tags
- Follow-up with client's using Call list
- Syncs data with Google and Outlook

Time Tracking
- Record time spent on a client's task
- Ensures proper invoicing and billing
- Reports for analysis and planning

Calendar Management
- Scheduling meetings and tasks
- Sync events with Google and Outlook
- Create recurring events