Features · Built for Australia and New Zealand
Everything your firm needs to serve clients
A complete client experience: secure documents, dynamic organizers, workflow tracking, messaging, engagement letters, e-signatures, invoicing and CRM — all under your firm's brand. Built for Australia and New Zealand.
Secure Document Collection
Clients upload PDFs, receipts and photos directly from desktop or mobile. Documents are organised by client, entity, category and job.
Organizers & Questionnaires
Send dynamic tax intake forms with save-and-continue, conditional questions, required fields and client-friendly mobile completion.
Secure Messaging
Threaded conversations linked to clients, entities and jobs so important client communication is not lost in emails.
Workflow & Job Tracking
Track work through stages such as organizer sent, waiting for client, under review, ready to lodge, lodged and completed.
Engagement Letters & Approvals
Send engagement letters, proposals and approval requests, and collect typed e-signatures with an audit trail.
Invoices & Payments
Create payment requests, mark manual payments, track outstanding balances and keep records linked to the correct client and job.
CRM with Entity Linking
Manage individuals, spouses, sole traders, companies, trusts and related entities in one connected client profile.
Your Brand, Your Portal
Firm logo, colours and contact details appear on client-facing portal pages, emails and document requests.
Mobile-First Client Experience
Clients can complete forms, reply to messages, approve documents and upload or snap receipts from their phone.
Country-Aware Setup
Country-specific wording and setup. Active for Australia (ABN, ACN, TFN, ATO, BAS, PAYG) and New Zealand (NZBN, IRD Number, GST, PAYE).