Gain real-time intelligent insight and analytics about your clients and your practice anywhere, on any device, with Canada’s leading cloud-based audit and accounting software solutions.
Facilitate collaboration with clients through our full client portal functionality with easy file sharing, custom dashboards and status reporting all on one secure, central location.
Obtain a full document management system with centralized data storage, built-in archiving, retention and backup capabilities so files remain organized among staff, colleagues and teams.
Manage your time and complete billing from any web-enabled device. Cloud automatically generates draft timesheets based on your calendar and time spent in client engagement files.
Collaborating in the cloud means staff are able to simultaneously work on the same client file and facilitate review and sign-offs from anywhere, on one centralized platform.
Track and monitor every aspect of your engagements from one central location — with easy access from anywhere so you can make course corrections quickly.
Leverage built-in roles for easy rights and access management or create permissions based on specific engagement needs with security on par with large banks and financial institutions.
View a product overview, below!