Collaborate

with your clients.

Make client

communication easy

Create joint folders

Create collaborative folders with clients to share key documents with them securely and easily.

Integrated Sign On

Clients can use their existing Xero or Google credentials to sign in, no need for new login details!

Simplify

practice processes

Daily Backups

Your file system is backed up daily, meaning you can easily see and restore past versions of documents.

See what’s been done

See when clients have viewed, updated or completed tasks, and ensure they’re completed correctly before closing them.

Templates

Book in for a

one-on-one demonstration

with our team.

Demo Now