For accountants and bookkeepers
Deadline tasks and document intake, in one workspace.
Clients book a consultation and send documents through a controlled link. Filing deadlines are tasks with owners, and the fee is invoiced from the same place.
Built for accounting
Stop stitching your business together
Deadlines as tasks
Filing dates become tasks with owners so a deadline is not sitting in one person head.
Document intake
Clients send records through access-controlled links, and the files stay with the client record.
Fees billed on a cycle
Invoice a fixed fee or bill monthly as installments, each with a pay link and reminders.
One connected workflow
- 1.
Consultation booked
The client picks a time and answers your onboarding questions.
- 2.
Documents collected
Records arrive through a controlled link and sit with the client.
- 3.
Deadline tasks tracked
Filing work runs as tasks with owners and due dates.
- 4.
Fee invoiced
Bill the engagement, with reminders following anything unpaid.
Everything you need, focused on a practice
Client record
Documents, tasks, and invoices stay on one profile year over year.
Recurring work
Repeating obligations schedule themselves rather than being retyped each cycle.
Secure file access
Client records are served through authenticated download, not a public folder.
Team assignment
On Team, see who owns which deadline across the practice.
Ready to stop tracking deadlines in a spreadsheet?
Book a 15-minute demo and we will walk through intake, the deadline tasks, and the fee.