Serve more clients, better
Your clients' books, clean before they reach you
Clients capture receipts and approve transactions themselves; you review structured, categorised books — and win new clients through the marketplace.
Client books without the shoebox
Accountant access gives you read or write visibility into client companies, with every document filed, hashed and retained for ten years.
- ✓ Multi-client access from one login
- ✓ OCR-processed documents, not paper piles
- ✓ Full audit trail on every change
New clients find you here
Join the expert marketplace: verified fiduciaries receive project requests from businesses that already keep structured books on the platform.
- ✓ Verified profile with ratings
- ✓ Bring your own clients at a reduced commission
- ✓ Guaranteed payment on approved work
