Platform Features
Everything you need to bring operational discipline to your firm. Built for compliance, audit, and tax teams who cannot afford to miss a deadline.
Centralized Firm Dashboard
Manage all your clients, dockets, and team members from a single, secure platform. Say goodbye to scattered spreadsheets and isolated WhatsApp groups.
Granular Access Controls
Data privacy is built-in. Assign Primary Admin, Admin, Manager, and Employee access so everyone only sees the information they are authorized to handle.
Standardized Workflows
Turn chaotic processes into predictable, step-by-step workflows. Set clear intake-to-resolution checkpoints with SLA-aware tracking and deadlines.
Automated Audit Trails
Never wonder "who approved this?" again. Every action, document upload, and status change is logged with an immutable timestamp and user ID.
Secure Document Storage
Keep client files attached directly to their specific dockets. Ensure document hygiene with version control and secure retrieval.
WhatsApp Forwarding & Intake Bridge
Clients dump files on WhatsApp? Assistants can forward or drop WhatsApp media directly into dockets, auto-syncing files into client Google Drive folders without forcing clients onto web links.
Real-Time Operational Metrics
Primary Admins, Admins, and Managers get a bird's-eye view of firm performance. Identify bottlenecks, track overdue items, and monitor team workload instantly.