Complete Client & Task Management for Tax Professionals. Manage clients, entities, tasks, documents, and communications—all in one secure platform.
Powerful features designed for tax professionals
Manage clients, spouses, dependents, and all related contacts in one place.
Track business entities with ownership structures and relationships.
Automated task templates, subtasks, and recurring workflows.
Visual task calendar with filtering by status, assignee, and dates.
Secure file storage with automatic organization and client portal access.
Email templates, merge fields, and e-signature integrations.
Field-level encryption for sensitive data and role-based access control.
Conditional actions and automated workflows to save time.