Multi-client portfolio, deadline tracker, capacity planning, drill-in to any client. White-label optional. Your staff don't pay; your clients do - and you keep the margin.
Every feature is the answer to "how do I run a tighter book without more staff?" - not bolt-on integrations.
You're never billed for the practice surface itself. Tiering changes your wholesale rate per client and the marketing perks.
We help you move your client books across from Sage 50, Surf, Xero and QuickBooks - importing your data and reconciling accounts, with hands-on help when you need it.
Tier 1 is instant - apply, set up your firm, invite your clients. No wholesale commitment until you onboard your first one.