Run Your Tax Law Practice Smarter Smarter

Visual Sales Pipeline

See your entire sales process at a glance with customizable pipeline stages. Drag and drop deals between stages, set deal values, and forecast revenue with confidence.

• Unlimited custom pipeline stages
• Drag-and-drop deal management
• Weighted revenue forecasting
• Pipeline velocity tracking

360-Degree Contact View

Every interaction, email, call, and note in a single timeline. Know your customers deeply and never ask them to repeat themselves.

• Unified activity timeline
• Email and call tracking
• Custom fields and tags
• Company and contact hierarchies

Sales Automation & Workflows

Automate repetitive tasks so your team focuses on selling. From lead assignment to follow-up sequences, let automation handle the busywork.

• Auto lead assignment rules
• Drip email sequences
• Task creation triggers
• Deal stage automation

Reports & Analytics

Track team performance, pipeline health, and revenue trends with real-time dashboards and custom reports.

• Sales performance dashboards
• Custom report builder
• Win/loss analysis
• Team leaderboards

Chart of Accounts

Customizable chart of accounts to match your business structure.

Bank Reconciliation

Import CSV bank statements, auto-match transactions to journal entries, and complete reconciliation workflows.

Financial Statements

Generate balance sheets, income statements, trial balance, and tax summary reports by jurisdiction.

Fixed Asset Depreciation

Register assets, calculate straight-line or declining-balance depreciation, and view depreciation schedules.

Payroll Processing

Calculate payroll runs with federal and state tax withholdings, FICA, and generate detailed pay stubs.

Multi-Entity Consolidation

Manage separate books per subsidiary with intercompany elimination and consolidated financial statements.

Rich Text & Table Blocks

Full formatting with headings, lists, code, quotes, and sortable database tables inline.

Real-time Collaboration

Live presence indicators, cursor sharing, and instant sync across all editors.

Per-page Permissions

Granular view/comment/edit permissions per page, overriding space-level defaults.

Offline Support

View cached pages offline, queue edits locally, and auto-sync when connectivity returns.

Templates Library

Start quickly with professional templates for any document type.

Version History

Track all changes and restore any previous version instantly.

Visual Field Placement Canvas

Upload any PDF and place signature, initial, date, text, and checkbox fields with pixel-perfect precision. Assign fields to specific signers in multi-party workflows.

• Drag-and-drop field placement
• Per-signer field assignment
• Custom field types (text, date, checkbox, dropdown)
• Template field reuse across documents

Multi-Signer Workflows

Support sequential signing (one after another) or parallel signing (all at once). Set signing order, send reminders, and track completion status for every party.

• Sequential and parallel signing order
• Automatic signer notifications and reminders
• Real-time signing status tracking
• Delegation and reassignment support

Identity Verification & Compliance

Verify signer identity with email, SMS codes, or knowledge-based authentication. Meet legal requirements with notary seals, witness countersigning, and tamper-proof audit trails.

• Multi-factor identity verification
• Notary and witness seal support
• SHA-256 tamper-proof audit trail
• Certificate of Completion with full history

Bulk Send & CRM Integration

Send the same document to hundreds of recipients via CSV import. Merge fields auto-populate from your CRM data so every document is personalized.

• CSV bulk send with merge fields
• CRM data auto-population
• Template library with reusable documents
• Automatic CRM activity logging

Drag-and-Drop Kanban

Configurable columns per status, card previews with assignee/priority/due date, and drag-drop updates across boards.

Interactive Gantt Charts

Timeline view with task bars, dependency lines, critical path highlighting, drag-to-reschedule, and cascade date updates.

Sprint & Iteration Management

Sprint backlog from kanban, sprint planning, velocity tracking, burndown charts, and retrospective notes.

Workload & Capacity View

Per-member capacity planning across all projects showing allocated vs available hours with overallocation warnings.

Portfolio Dashboard

Multi-project roll-up view with health status (on track/at risk/behind), progress bars, budget summary, and owner filtering.

Task Automation Rules

When-then rules -- 'when completed, assign next dependent task' -- with triggers on status, assignee, and date changes.