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Features
  • workflow

    Workflow Management

    Manage due dates and workflows across your firm
  • workflow

    Client Management

    Keep centralized client records
  • workflow

    Time

    Track and record time on work items
  • workflow

    Billing

    Create and issue branded invoices
  • workflow

    Notification Center

    Automatic notifications and @ mentions
  • workflow

    Documents

    Keep all project documents where you need them
  • workflow

    Dashboard

    Get an overview of team performance
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Practice Management Software for Accounting Firms

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