Vetted Score
4.6
/ 5.0
Earns a high score for its deep accounting-specific features, strong security, and seamless integration with Thomson Reuters tax solutions.
Key Features
Integrated Workflow Automation
Automates client onboarding, task assignments, and deadline tracking to improve efficiency across the firm.
Robust Billing & Time Tracking
Provides flexible billing models, real-time time entry, and automated invoice generation.
Secure Client Collaboration Portal
Allows clients to securely upload documents, view status updates, and communicate with the practice team.
Frequently Asked Questions
Plans start at $75 per user per month for basic functionality, scaling up to $250 per user per month for advanced modules, with custom enterprise pricing for large firms.
The solution is primarily Windows-based, but it can be accessed via any modern web browser on macOS through its cloud portal.
Yes, it offers APIs and pre-built connectors for popular accounting, tax, and ERP systems to ensure seamless data flow.
Featured Lists & Comparisons
Specifications
Pricing Model
Subscription-based pricing with tiered plans ranging from $75 to $250 per month per user, plus enterprise options for larger firms.
Supported Platforms
Windows 10/11Web (browser-based)