A state-of-the-art practice management system

Ambient Intelligence

Intelligence everywhere, not in one feature. CPAs stay in control.

• Scribe Agent—custom content generator and tone refiner for team, client and IRS communications
• Letter and doc generation
• Forms data extraction with manual over-ride
• Duplicate detection
• Forms comparison
• Profiler Agent—account summary and the forms required
• Tax Organizer, built by the Intake Agent
• Knowledge Hub: your SOPs, training, audio, video and text
• Flexible workflow automations—before and after each step
• Ambient AI & automation for accelerated workflows

Client Intake & Engagement

Best-in-class intake from lead to draft return.

• Mobile client & lead management
• Intake Agent — customizable onboarding dialogs
• Tax organizer generation
• Zip / composite doc inputs + Forms Intelligence
• Draft returns & account-summary triage
• Doc list templates & bulk account creation
• Outlook and Gmail integration
• QuickBooks integration
• Bridge Agent — data into popular tax prep software
• Firm Workspace—one shared team workspace in your own cloud, synced to every desktop
• Chat, bulletin boards, person-to-person IM and workflow chat rooms, plus broadcasts
• Web meetings and calendar integration
• To-Do items for clients and teammates, with or without deadlines

Approvals, Invoicing & Payments

Everything your business needs to get paid.

• DocuSign / Zoho Sign—eSignature, all, any
• SmartSend—any document package, sent for e-signature or knowledge-based authentication (KBA) signature, with an optional payment request
• Completed documents released only after payment, when one is bundled
• Letter Gen templates—variable data merge, PDF, attachments, eSign
• Send for approval: Approve, Reject, …
• Immutable audit logs & document provenance
• Agreements folder
• Documents flow both ways between portals: client uploads land in From Account, yours reach the client in From Firm
• Time tracking—start, pause, resume, stop, or record a slot or duration, tagged billable or not
• Invoice templates with revision history
• Full, partial, recurring payments—credit card, ACH
• Discount %, discount $$, write-offs
• AR aging & account reconciliation

Visibility, Control & Governance

Unmatched out-of-the-box visibility and control.

• Firm-wide dashboards on where the business is
• Workflow-level view of progress
• Performance by person / group / service / workflow
• Notepads, shared or private, so no piece of information is lost
• Bills, invoices, ageing, lead management
• All info exported with drilldowns
• Entity-level provenance & system-wide audit logs with fine-grain filters
• Notifications as alerts and emails—both with drilldowns
• Self-service streamlined migration and validation
• Export of data tables, metadata, and files
• Enterprise-class admin settings flexibility