We only describe what's built as available. This page lists what we're building next. None of it is available today, and we don't give dates.
Try a change, such as a rate increase or a new hire, and see its effect on the firm before you commit.
Pipeline, 13-week cash and forecast ranges, so you plan with a range rather than a single guess.
Set a target and see what would need to change to reach it.
Emailed invoices, user invitations and a Monday briefing.
A second step at sign-in. It follows once email is connected.
Connections to your accounting system.
A Practice Ledger app for phones.
Clients invited to the client portal by email instead of being set up by hand.
Firms able to sign up on their own. Today we set up each firm with you.
Wording that fits other professional services firms beyond CPA firms.
Book a demo and tell us which of these matters most to your firm.