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Start Smarter. Grow Faster.
From proposals to pricing, streamline every step with automation designed particularly for accountants, bookkeepers and tax advisers.
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.
Live Practice Stream
Real-Time Sync
Apex Advisory LLC · Form 1120-S
Auto-Captured
Engagement Letter & Scope
E-Signed
SharePoint Vault & Jobs
M365 Native
Invoice #2026-884 · $4,500
Paid via ACH
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.