Manage your accounting practice and clients from anywhere with this mobile operating system. Access client information, manage files, track projects, and process payments on the go. Features robust security for your sensitive data.
What We Love
- 👍 Good companion app
- 🚀 Fantastic client management app
- 🔒 Secure client portal
- 💡 Excellent addition to practice management platform
Room to Improve
- 🐛 Latest update broke tasks
- 🔍 Limited app capabilities
- 🔍 Client list issues
- 🔍 Handy but not helpful for workflow
