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. An account that anything still refers to -- journal entries, a balance, a posting setting -- is kept as an inactive account instead of being deleted, and "Show inactive accounts" lets you find and reactivate it. Changing an account a posting role uses asks first and says which transfer to post.

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.

Export to PDF, Word & Markdown

Download any document as a real PDF, Word (.docx), or Markdown file -- headings, lists, quotes, and code blocks included.

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.

Sharing & Public Links

Share documents at view, comment, or edit access, or publish a read-only public link anyone can open.

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

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
• Flattened signed PDF -- signatures and values rendered into the document
• SHA-256 tamper-proof audit trail
• Certificate of Completion with full history
• Public authenticity verifier -- recipients confirm a signed PDF is un-tampered

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
• Outbound webhooks + Zapier triggers on sent, viewed, signed, declined, and paid

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.

Custom AI Agents

Create purpose-built agents with configurable roles, system prompts, and autonomy levels -- from fully assisted to fully autonomous.

Pre-Built Agent Templates

Launch in seconds with ready-made Sales, Marketing, Support, Developer, Finance, HR, and Operations agents.

Phone & SMS Channels

Attach a number and your agent answers inbound calls and texts -- conversing naturally and acting with its full toolset (booking, CRM, tickets), not just talking. Runs on the Communications add-on.

Shareable Web Chat Link

Publish any agent to a public link anyone can open -- add it to your site as a 24/7 support rep or sales concierge that answers, qualifies, and books, no login required. No add-on; priced like your regular AI Assistant chats.

Messaging App Channels

Bring the same agent to WhatsApp, Messenger, Telegram, Slack, and Discord -- it answers and takes action with its full toolset right where your customers and team already chat. Metered by AI credits per reply, no add-on.

Tools on Every Channel

On a phone number, a messaging app or a web chat link, an agent uses every tool you've granted it, connected integrations included. Whoever reaches the channel can also have it save to its memory and your knowledge base, and hand work to your other agents. Owners and admins can narrow any channel to read-only or to the apps they choose. Sends, money moves and deletes still follow the agent's approval settings.