Everything included
- 60-day free trial — no credit card required
- Unlimited firm users
- QuickBooks, Xero, Gmail, Microsoft 365, Slack, and other integrations
- One workspace for all clients and companies
- Practice management, tasks, deadlines, and assignments
- Manual and AI-powered workflows
- AI agents for categorization, reconciliation, review, and close
- Human approvals and manager sign-off
- Branded client portal and mobile app
- Documents, requests, and automated reminders
- Engagement letters
- Accounting, reporting, and tax workflows
- Time, cost, and client profitability tracking
- Complete activity and audit log
- No setup fees
- No contracts
- Cancel anytime