Feature Packed CRM for Your Business Process and Marketing
Custom deployment model for each client, ensuring your unique needs are met.
Customized Infrastructure
Tailored server setup to meet your specific needs.
Dedicated Resources
Exclusive hardware allocation for optimal performance.
Enhanced Security
Advanced security measures customized for your data protection requirements.
Scalability Options
Flexible scaling capabilities to grow with your business.
Document Management
Efficiently organize and access all client documents.
Integrated Ticketing System
Streamline client requests and internal tasks.
Time Tracking
Accurately record and bill for your time.
Invoicing
Generate and manage invoices seamlessly.
Integrated Live Chat
Communicate with clients in real-time.
Calendar
Manage appointments and deadlines effectively.
Task Management
Organize and prioritize your workload.
Secure Client Portal
Access your information safely anytime.
Digital Tax Organizer
Easily compile and submit tax documents.
Real-time Status Updates
Stay informed about your tax return progress.
Automated Reminders
Never miss important deadlines or tasks.
Integrated Messaging
Communicate directly with your tax practitioner.
24/7 Access
View your tax information any time, day or night.