Manage your accounting practice and client relationships from anywhere. Access client information, files, and invoices on the go. Streamline workflows, track time, and get paid faster with secure mobile access.
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
