Platform capabilities

CPA practice management features built for how small firms work

Open the engagement, get the letter signed, collect the client's documents, do the work, and collect your fee without jumping between five separate subscriptions.

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Every feature on every seat · Unlimited free client logins

Projects & workflow

Tax-year projects, 6 clear stages & 1-click roll-forward

Organize every 1040, 1120-S, monthly bookkeeping close, and advisory job in one hub. See what's waiting across the firm on What's Outstanding, and roll projects forward next tax season in one click.

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Client portal

A client portal that answers "What do you need from me?"

Clients sign in to a single checklist of items to upload, sign, approve, or pay across both their household and business entities. Amber vs. Sky badges keep firm workpapers strictly private.

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Document requests

Reusable PBC checklists & shared amber folders

Replace 35-page PDF organizers and scattered email attachments with itemized to-do lists. Clients upload PDFs or iPhone HEIC photos up to 50 MB, and automated reminders nudge overdue items.

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Form 8879 E-Signatures & Approvals

Form 8879 e-signatures, KBA guardrails & client approvals

Upload tax authorizations for e-signature with mandatory IRS Pub 1345 verification recording, independent signing for spouses sharing an email address, SHA-256 audit trails, and one-click return approvals.

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53 Starter Templates

53 CPA engagement letters & Section 7216 consents

Stop find-and-replacing Word files. Pick from 53 pre-built tax, bookkeeping, advisory, and Section 7216 templates with auto-filling merge fields, frozen firm letterhead, and pre-send PDF previews.

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Proposals, invoicing & Stripe

Proposals, staged billing, recurring drafts & fee passthrough

Send priced proposals for online acceptance, convert unbilled time into invoices, log private firm write-downs, and get paid via Stripe ACH, card, or Auto-Pay with optional fee passthrough.

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Time & Price Book

6- or 15-minute time tracking with locked-in rate presets

Log billable or non-billable time from the Dashboard or inside a project. Price Book rates lock in when logged so future rate hikes never scramble past work, and billed entries freeze automatically.

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Clients, Contacts & Groups

Client directory, family/business groups & CSV import

Track entity types, EINs, fiscal year-ends, billing contacts, internal @mention sticky notes, and monthly account statements. Import up to 5,000 existing clients from a CSV in seconds.

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Guides & software comparisons