We have everything you need to get your job done.
Everything you need to know about the client in one place.
Contact Information, contacts, preferences
Client notes and communications history
Open Projects, Recent Documents
Billing, Invoices and Payment history
Know what your team is working on and track their efficiency.
Quickly handoff tasks between team members
Know exactly what your team is working on
Never miss a client deadline
Quickly access the documents you need, right when you need them.
Integrated document management
Securely send and receive client documents
Collect electronic signatures
Clients can access documents with client portal
Efficiently process your time and billing so you can spend your time on what is important.
Fast and easy time entry for your team
Generate invoices quickly and easily
Collect payments online
Automatic accounts receivable collections
Analyze your productivity so you can continuously imporove
Client Realization
Staff Utilization
Staff Workload
Accounts Receivable
We want your data to be where you need it. We can sync with the following tools.
QuickBooks Online
Email from Office365, Google
MS Office document editing
Stripe Payment Processing (CC and ACH)
Bank Statement Fetching
Right Signature electronic signatures
File Sync to Firm360 from your tax preparation software
And more...