Access all of your practice’s key data in one place, so you can get a connected perspective of your firm. A powerful accounting engine means you can run your firm smarter and faster.
Share and receive information between individuals and teams, regardless of location. Access the solution anytime, anywhere.
Record time against jobs easily and monitor works in progress in real time. Bill clients on a fixed-fee or hourly basis and create invoices on an in-full or phased schedule. Keep track of debtor balances to maintain cash flow.
Track, see, and analyze the financial performance of your firm and the status of your client jobs the way you want, in real time, using customizable dashboards and reports. Drill down to the level of information you need.
Manage and stay connected to your clients through a central list. Add access links to clients’ accounting systems; get notified of jobs and tasks that are due, overdue, and have upcoming deadlines; view and update contact details; initiate and review communications.
Leverage a multi-user, multi-entity, multi-currency, and multi-legislation solution. Create a consolidated view of your firm by sharing the same database across multiple offices.