When tasks overrun your firm, take control with the only tool focused on providing
you powerful automated workflow to manage your practice.
Keep track of everything
The single place to understand the Who, What, Where,
When, and Why for everything in your practice.
Never miss a deadline
Powerful due-date monitoring keeps everyone on-task and
on-time with reminders, activity list, and detailed reporting.
Recapture billing opportunities
Remove the burden of time sheets by tracking time anywhere
in the system, even on your mobile device.
Micro-management is a thing of the past
Increase team accountability while keeping everyone on-track
and focused on important projects.
Eliminate redundant databases
Put an end to double, triple, or quadruple data-entry from tax
programs, accounting software, calendars, and emails.