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.

What's next?

Learn about all our key features with a short walk-through demo video.