◆ FOR ACCOUNTING & BOOKKEEPING
Collect docs. Chase approvals. Send invoices. From one inbox.
Every client request, document upload, and signed engagement letter — in one branded portal. No more email threads about missing W-2s.
Tax season without the email pile.
Document collection, engagement letters, and recurring invoicing — every interaction lands in one auditable place.
01 / Document collection
Stop chasing the W-2.
Send a checklist, clients upload directly to their portal, you get a clean folder per client. No more 'did you get my email?'
02 / Engagement letters
Sign off without DocuSign.
Send proposals and engagement letters from your domain. Clients sign in two clicks — no extra account, no extra tool.
03 / Recurring billing
Monthly retainers on autopilot.
Recurring invoices, auto-reminders, one-click pay. The work gets billed without you opening Stripe every month.