Run your entire practice from one platform.

Dashboard & Calendar

Firm KPIs, calendar, tasks & reminders

Clients

Client records, contacts, documents & reports

Assignments & Reviews

Work allocation, review workflow, timesheets & KPIs

Assurance Audit

Working papers, TB import, lead schedules, journals, AWP, findings & sign-offs

Internal Audit

Audit universe, risk-based plans, findings, actions & follow-up

Operations Audit

Branch & process audits with trackers and PDF/Word reports

Client Accounting

Full books for every client: COA, journals, AR/AP, bank, fixed assets, inventory

Client Payroll

Payroll runs, payslips, statutory deductions & employee import

In-House Accounting

Your firm's own books, bills, bank payments, fixed assets & reports

In-House Payroll

Firm payroll, pay calculator & payroll reports

HR & Employees

Recruitment, onboarding, contracts, appraisals & self-service

Leave & Loans

Entitlements, leave plans, trackers & staff loans with approvals

Tax

GRA filings, WHT certificates, VAT summary & deadline calendar

Billing

Professional invoices, recurring billing, payments & VAT

Consulting Management

Consulting engagements, deliverables & working papers

Business Planning

Guided business plans with financials & export

Strategic Planning

Strategic plans with AI-generated reports

Due Diligence

Due-diligence engagements, checklists & reports

Proposals & Engagement Letters

Templates, e-signature portal & tracking

CRM & Pipeline

Leads, stages, follow-ups & conversion tracking

Marketing Hub

Email, SMS & WhatsApp campaigns, newsletters, social & automations

Operations

Operations dashboard, reconciliation & field expense claims

Reporting & Analytics

Firm, client, assignment, audit & marketing analytics

Client Portal

Clients see invoices, engagements, reports, documents, payroll & messages

Password Vault

Secure shared credentials for client systems

Firm Admin & Platform

Multi-firm, roles, document library, audit log, backups & integrations