An accounting firm sells trust and bills on retainers. Growing means prospecting companies with judgment, quoting fast and collecting every month without wearing down the relationship. The system carries all three.
Directors and owners located by industry and size, validated profile by profile.
A proposal by service and by company size, with an electronic signature contract.
Payment reminders in an empathetic tone, with every promise recorded.
Tax notices to clients by campaign, in your voice.
A pipeline of companies with follow up.
With no uncomfortable calls.
Campaigns by filing deadline.
Invoices for your retainers, instantly.
Services, retainers, client profile and tax calendar.
Stages, catalog, templates and collections.
Prospecting, proposals, collections and campaigns.
No. It runs the firm's commercial side and its collections; your clients' bookkeeping stays in your tool.
It reminds, records promises and escalates; the payment reaches you through your own channels.
Yes, with profile by profile validation and no blind volume.
No piece works alone. Three combinations that add up with what you just read, and why.
Dozens of use cases, one single operation: hybrid when your team wants to decide, autonomous when it does not need to.
You choose how much the system runs and how much your people run, case by case. It all runs to the same standard and leaves the same record.
Schedule a discovery session with your Account Director. Proposal in 24 hours.
Setup in hours · Zero consultants · Operating from your first login