A practice management platform purpose-built for accounting firms. Manage clients and engagements, capture time, generate invoices, track receivables, and run the firm itself like a business — not like a side spreadsheet.
A workflow that takes a client from inquiry to engagement letter, time capture, draft, billing, and follow-up — without losing visibility.
Client master with industry, contacts, billing terms, engagement letters, and document repository.
Per-client engagements (audit, tax, BIR filings, advisory) with task lists, owners, and deadlines.
Per-staff time capture, billable vs non-billable, project tagging, and weekly approval workflows.
Generate invoices from time entries or fixed fees. AR aging, statements of account, and payment tracking.
Secure per-client document repository with versioning, access logs, and audit-ready retention.
Realization rates, utilization, write-offs, AR days, and per-partner performance dashboards.
The structure that makes a firm scale past its founder.
Reusable task lists for recurring services like BIR 1601-C, audit, etc.
Senior review on time entries and outgoing invoices.
Clients upload docs and download deliverables securely.
Monthly retainer auto-invoiced on schedule.
Every edit, deletion, and access logged.
Useful for foreign-funded clients.
A 4–6 week pilot with one engagement type, then expand. No data lock-in — yours from day one.
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