Manage all your accounting clients from one portal with entity switching, bulk operations, and practice-wide reporting.
See all your clients at a glance — filing deadlines, outstanding tasks, billing status, and compliance alerts. Filter by status, jurisdiction, or assigned team member.
Practice Dashboard
Click any client to enter their books. Full access to their chart of accounts, journals, bank reconciliation, and reports. Switch back to practice view instantly.
Entity Switching
Assign clients to team members with role-based permissions. Track work progress, billable hours, and capacity across your practice.
Team Management