Clients

Your whole book, in before the coffee goes cold

Upload whatever CSV your current system spits out and it works out your columns for you — Client Name, Company, Customer, Business Name all land in the same place. Then it shows you the rows it thinks are duplicates and lets you decide, before it creates a single thing.

• No candidate at all → defaults to create, because that is what the import is for
• A near candidate → defaults to skip, and is counted for you before you commit
• Matches record what they matched on: EIN, email, or name
• Presets for TaxDome, Canopy, Drake, UltraTax and Lacerte column layouts
• Every number on the review screen is the database’s count over the whole batch, never the length of the page you are looking at

One page instead of six tabs

Their engagements, their documents, what you last said to them, what they owe, what is due. In most firms that is six systems joined by typing the client name into each of them.

• Contacts carry roles, and the firm sets what those roles are called
• Individual names display first-last or last-first, firm-wide, because both conventions are real
• A credential vault for the logins a firm holds on a client’s behalf
• Groups, for a family or a set of related entities
• A QuickBooks Online link that matches rather than duplicating

You find out before the resignation email

Recurring revenue is very good at hiding churn until it is done. Health scores each client on the signals your firm decides matter, so the account that has gone quiet since October is a number you can see rather than a conversation you did not expect.