Stop chasing clients for documents.
Deadline reminders and document requests go out on their own, and your firm's time and records stay organized.
- Automatic client reminders
- Time tracking per client
- Organized internal records
$40CAD per month, plus taxes · Unlimited clients.
50% off your first 3 months
How it works
- Add clients and deadlinesYear-ends, filings and what you need from each.
- Reminders go outClients are reminded without you sending a thing.
- Documents come inRequested files arrive in one place.
- Track your timeTime per client, ready for billing.