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
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.