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Practice workflows and client requests priced by client count

Bring client marketing data into scheduled reports and branded dashboards.

Schedule and queue segmented downloads

Client-centred practice management for accounting and tax firms

Client requests, practice workflows and QuickBooks transaction follow-up

Accounting-practice workflows with client document checks

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

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

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

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

Compose API requests, inspect responses, and organize repeatable calls into collections.

Client-based social calendars with separate creation and review access

Client workflows built from reusable action templates

Temporary file delivery from Infomaniak

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.

View and control several download types together

Resume and schedule browser downloads

Schedule and resume downloads on Windows

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

Set a time or download-based lifetime for a file batch

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