18 modules, one login.
Everything below ships in the one plan, on every seat. No modules sold separately, no per-feature upsells.
Run the firm
9 modulesDashboard
The screen you actually want at 8am, built out of the widgets you pick.
Pipeline
Where every return is, without asking anyone.
Tasks
Every job in the firm, attached to the client it belongs to.
Clients
Everything you know about a client, on one screen instead of five.
Proposals
Quote the work, get it signed, and watch it become the work.
Organizers
Send the organizer once, then see who has actually filled it in.
Inbox
Client email that lands on the client, not in one person’s mailbox.
Calendar
Book the meeting, send the invite, and the room comes with it.
Compliance
Every filing you owe, on one board — so March is not a memory test.
Do the work
9 modulesTax Research
Ask a tax question, get an answer you can actually cite.
Compensation Studies
A reasonable comp number you can defend, and the memo that proves it.
Documents
Every client document, filed before you touch it.
Mail Center
Certified mail without the trip to the post office.
Signatures
8879s signed and back in the file, without a second vendor.
Time & Billing
From the timer to the deposit, without rekeying anything.
Templates
Write the letter once. The whole firm sends it right.
Automations
The chasing, the reminders and the status changes — done without you.
Recurring
The monthly work turns up on its own, with its checklist and its invoice.
All 18 modules are included on every seat. No modules sold separately.
Practice is module one.
One login, one client record — the platform grows from here.
Practice
Practice management for tax and accounting firms — the 18 modules on this site.
Marketing
Client campaigns and firm growth, on the same client records.
Books
Bookkeeping for your clients, connected to the practice that serves them.
Payroll
Client payroll, run from the same platform.
Ready to retire the stack?
One plan for the whole practice — $129 per seat, every Practice module included. Start your free trial today; migration support from your current tools comes standard.
14-day free trial · No credit card required · Cancel anytime