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Practice workflows and client requests priced by client count

Client-centred practice management for accounting and tax firms

Bring client marketing data into scheduled reports and branded dashboards.

Client requests, practice workflows and QuickBooks transaction follow-up

Accounting practice workflows with client portals, documents and invoice-linked delivery

Bring channels, threads, and direct messages together with task boards, documents, and client access.

Accounting-practice workflows with client document checks

Client booking with connected proposals, contracts, invoices, and workflows

Small-business CRM with connected booking, documents, and workflow tasks

A document database with a server, client libraries, and a browser-based Studio.

Use a cross-platform SQL database engine that ranges from embedded and single-user use to multi-client deployments.

A mail client with integrated PGP and S/MIME key workflows

Plan client projects, assign tasks, and keep delivery and billing work connected.

Open-source XMPP messaging client for business chat and group rooms.

Track client document requests through checking, follow-up and final review

Accounting practice projects connected to time, client documents and billing

Client-based social calendars with separate creation and review access

Client workflows built from reusable action templates

Coordinate client SEO research, content work and traditional or AI search tracking in one workspace.

Advisor CRM connecting client communication, meetings and policy context

Real-estate CRM with transaction checklists and client updates

Deliver branded client dashboards and multi-page marketing reports.

Client revenue system for independent experts to package, sell, and deliver services.

Privacy-first AI assistant for financial advisors that takes notes, preps meetings, and updates client records.