Secure Document, Invoicing and Messaging Platform for Tax Professionals
This is a central hub for tax professionals and bookkeepers to run their business. It will include a calendar to manage time and also adding task and projects. Document sharing and management where one can send and receive documents easily and securely. Connect to other softwares like Xero and QuickBooks, to get access to all your contacts, client tax information, payments and so forth. Client management, collaborate with team members, smart email connect and a full blown CRM. Sending invoices to clients, Process payments quickly and easily. Accept credit card payments. Accept ACH payments with one click. Track outstanding payments. Send automatic payment reminders to clients.