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30-Minute Live Practice Walkthrough

Bring your messiest client to the demo

No scripted sales pitches. Just 30 minutes with a practice specialist walking through your firm’s real-world workflows and bottlenecks.

Book a demo Take the tour instead
Rated 4.9/5 on G2 & Capterra 30-minute tailored session No credit card required
Live Practice Stream
Real-Time Sync
Apex Advisory LLC · Form 1120-S Auto-Captured
Website Intake & CRM Pipeline Provisioned
Engagement Letter & Scope E-Signed
Integrated E-Signatures Legally Binding Scope
SharePoint Vault & Jobs M365 Native
Firm SharePoint Tenant Jobs & Deadlines Active
Invoice #2026-884 · $4,500 Paid via ACH
Instant Bank Reconciliation 100% Collected
100% M365 Native
0 Re-keying
14 hrs Saved / Wk
Single Persistent Architecture · Zero Data Silos
SOC2 Type II & M365 Encrypted
Unified Spine

One Persistent Client Record

Eliminate 5 disconnected tools. One single truth from initial web inquiry to final tax archive.

Zero-Cloud Host

Your Microsoft 365 Tenant

Files, auth, and permissions remain inside your own SharePoint. Zero third-party file storage.

48-Hr Setup

Zero Migration Friction

Live in under 48 hours with white-glove onboarding tailored directly to your firm's pipeline.

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