Track and control staff productivity to ensure maximum return on client work by improving efficiency and billing with predefined activities and flexible time tracking.

• Easy-to-use timesheets are accessible via desktop or a web browser, manage and submit your timesheets from anywhere.
• Manage and allocate staff to jobs to increase billable work and productivity. Identify gaps in resources ahead of time to ensure you can meet practice KPIs.
• Advanced billing capabilities to invoice clients based on fixed fee or work in progress. Measure time spent on jobs by partner, manager, and staff against budgets to identify job profitability.

Manage jobs, streamline processes, hit deadlines, and reach your goals with cloud-based workflow management software to improve your core processes, project management and team collaboration.

• Create jobs, set budgets and assign due dates with the click of a button. Add checklists, documents or notes to your jobs so all the information you need is at your fingertips!
• Track the status of jobs and make it easy for staff to move jobs from one stage to another with drag and drop kanban boards.
• Create templates and processes that standardize the way your practice management system works.
• Focus on important tasks with built-in workflow process automation.

Track all client activities across your practice to ensure you always have the most up to date information for meaningful conversations to elevate your client relationships.

• Reduce double handling of data entry and increase the visibility of your clients, prospects, business partners and suppliers by synchronising data between applications.
• Easily segment your database to target a specific region, market or audience, allowing you to improve the engagement rates of your communications, and provide a better experience for your clients.
• Build long term advocacy and loyalty by better managing your existing and new client relationships.

Get instant access to data and insights to make data driven decisions across your practice.

• Extract practice information and present it visually through smart dashboards. Your data is easier to understand, making it easy to analyse and monitor practice performance.
• Get crucial visibility over your tax reporting. Track key tax metrics for your practice with visibility of tax returns by status, type, and make year on year comparisons.
• Gain insights into critical staff and team productivity metrics to understand the staff split across billable and internal hours worked. These insights can be sliced across a variety of different dimensions.
• Connect and visualise your data anywhere, anytime to ensure you’re always on top of your business activity at any given time.