Every tool your practice needs. One set of records.
Fifteen modules built for accounting and CA firms — compliance tasks, client work, billing, communication and team. Switch on what you need today; the rest is waiting when you are ready.
Win and keep clients
From first enquiry through the engagement letter to a client record that holds everything.
01
Lead Tracking
Capture every enquiry, score it, and know exactly which follow-up is due today.
Learn more02
Proposal Management
Send proposals to leads and clients, see who opened what, and turn a yes into live work.
Learn more04
Client Management
One record per client — contacts, documents, deadlines, history and billing in one place.
Learn moreManage compliance work
Schedule recurring filings, run the jobs, review sign-off and bill — without a reconciliation exercise.
05
Task Management
Recurring work, deadlines, checklists and handoffs — tracked without a status meeting.
Learn more16
Sprint Planner
Plan the week against real capacity and see where it went when the week ends.
Learn more06
Billing & Invoicing
Turn delivered work into invoices, send reminders automatically, and watch receivables shrink.
Learn moreCommunicate on record
WhatsApp and email on the channels clients actually use, with the history owned by the firm.
Run the team
Attendance, leave, location and access control on one set of records.
09
Attendance & Leave
Clock-in, shifts, holidays and leave balances — accurate enough to run payroll from.
Learn more10
Leave Management
Leave requests, approvals and balances by type — with a team calendar that shows who is out before you plan the week.
Learn more11
Performance Monitoring
Understand how work actually happens — with transparency settings your team can live with.
Learn more13
Location Tracking
Know where field visits happened, with consent-based capture and a geofenced trail.
Learn more12
IP Blocking
Restrict access to trusted networks so client data stays inside your perimeter.
Learn moreLet the platform do it
AI and agents that chase documents, send reminders and flag risks before you open the app.
How the platform fits together
Can we start with just one module?
Yes. Most teams start with task management or billing, then add modules as the value becomes obvious. Everything shares the same client and employee records, so adding a module never means importing data twice.
How do the modules connect to each other?
They are not integrations — they are one database. Approved leave feeds attendance, closed tasks feed billing, a won lead becomes a client, and agents act across all of them.
Is there a limit on users?
Pricing scales with the number of users and whether you are on Standard or Growth. There is no cap on clients, tasks or records on either plan — the only quota is document storage.
Do you offer an API?
Yes. A REST API and webhooks cover leads, clients, tasks, invoices and employees, so you can connect the tools you are keeping.
Still have a question? Talk to us
Bring the whole operation into one workspace.
Start with the module that hurts most. Add the rest when you are ready — it is all one system, one login, one bill.
14-day free trial · No credit card · Setup in under 10 minutes