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Cases, workflows, documents, SLAs, payments, notifications, reports, audit, and a branded client portal — built as one product.
Five product surfaces designed for the operational reality of CA firms — not bolt-ons to generic project management.
Versioned stage graphs, RBAC per stage, mandatory document gates and auto-advance on publish.
Three-layer checklists, multi-file groups, per-file approvals, and a recoverable recycle bin.
Your subdomain, your colors. Clients upload, track, message, and download — without leaving your brand.
Immutable, append-only audit log with before/after JSON for every mutation. Compliance you can hand over.
Roll 300 cases into the new assessment year in minutes — preview, execute, and download the report.
From first config to the next assessment year \u2014 one platform, three motions.
From lead gen to client onboarding, just share your workflow and the tools you use.
We design and set up custom automations that connect your tools with AI — so work happens while you sleep.
You get a plug-and-play dashboard with a walkthrough to manage everything easily.
Spin up a branded tenant in minutes. Bring one client, one case, one workflow — and feel the difference before lunch.