One connected practice.
A world of possibilities.
Explore the workspace by the work you do — from client onboarding to professional delivery.
Explore the complete toolkit.
Check each feature’s availability and included modules before subscribing.
Client Management
A connected record for every client, contact and engagement.
Explore the workflowCompliance Management
Plan compliance work around clients, owners and deadlines.
Explore the workflowRoc Tax Work
Organise ROC, LLP, ITR and tax-audit assignments.
Explore the workflowGst Monitoring
Keep monitoring aligned with active client engagements.
Explore the workflowTasks Workflow
Assign work, set priorities and keep handovers clear.
Explore the workflowDocument Vault
Keep client files connected to the work they support.
Explore the workflowCredential Vault
Manage access to credentials with role-aware workflows.
Explore the workflowBilling
Manage invoices, payments and outstanding follow-up.
Explore the workflowTeam Workspace
Give people the access and context their role requires.
Explore the workflowClient Portal
A controlled space for client communication and files.
Explore the workflowClient Requests
Collect requests with ownership and follow-up context.
Explore the workflowCommunication
Coordinate email and configured messaging workflows.
Explore the workflowAutomation
Reduce repeated setup with configured workflow tools.
Explore the workflowReports Analytics
Use operational views to guide the next action.
Explore the workflowAi Assistant
Support drafting with configured AI providers.
Explore the workflowCustom Fields
Capture the details your team actually needs.
Explore the workflowActivity History
Review history in the modules that record it.
Explore the workflowGoogle Drive
Connect the storage account intended for your workspace.
Explore the workflowSecurity
Independent tenant data and controlled access.
Explore the workflowCustom Domain
Connect your domain through a guided setup.
Explore the workflow