Firm operations
One workspace for the whole office.
A pipeline of every return, a calendar that protects review time, a CRM that remembers who sent each lead, and roles that keep tax records with the people who should see them.
Every return, its stage and its next action.
Cases move through a fixed workflow — lead, onboarded, documents, readiness, review, approvals, filed. The pipeline shows each client's stage, who it's assigned to, what happens next and when it's due, with deadlines and team workload beside it.
- Search and stage filters
- Next action from the workflow
- Deadlines and workload at a glance
A review window before every appointment.
Each booking reserves a buffer before it so the preparer has time to review the packet. Bookings show the client, the servicing preparer and the original lead source. Holds expire on their own; nobody double-books a slot.
- Review buffers you set
- No double bookings
- Lead source on every block
First touch is locked the moment a lead arrives.
Every contact carries its original source — a professional's link, a partner, the house site or a manual entry — and that first touch never changes, so referral credit is never disputed later.
- Original source locked
- Later touches recorded
- Referral chain on the profile
The right people see the right records.
Office owners, tax professionals, ops staff, clients and partners each get their own permissions. Overseas ops see masked queues and only for clients who consented. Staff sign in with a password and a code from their phone. Every sensitive action lands in an append-only audit log.
- Role-based permissions
- Masked ops queues with 7216 enforcement
- Two-step verification for staff
- Append-only audit log
What's included
Everything in the box.
- Client pipeline
- Calendar with review windows
- CRM with locked first touch
- Per-office services and prices
- Roles and permissions
- Two-step verification
- Encrypted identifiers
- Audit log
- Outbox with consent checks
- Ops queues with masked data
Keep exploring
Related
Keep exploring
Bring the whole office into one place.
A short walkthrough with your office's questions in mind.
