Solutions
The bespoke, self-hosted operational stack
built strictly for independent accountants, bookkeepers, and financial consultants.
Protect your clients' most sensitive financial data from third-party breaches
while automating your firm's entire workflow.
All Custom All For You
Packages vary, estimates shown
Lead Engine
For businesses missing calls, web leads, and follow-ups.
Include:
Website forms
Chat widget
Missed-call text-back
New lead routing
Automated appointment scheduling
CRM/contact creation
Follow-up campaigns
Website forms
Chat widget
Missed-call text-back
New lead routing
Automated appointment scheduling
CRM/contact creation
Follow-up campaigns
Client Portal
For businesses that need secure client communication and file sharing.
Include:
Branded client portal
Secure document upload
Shared folders
Intake forms
Client onboarding
Internal notifications
Branded client portal
Secure document upload
Shared folders
Intake forms
Client onboarding
Internal notifications
Closing Pipeline
For estimates, invoices, and follow-ups.
Include:
Estimate follow-up
Invoice automation
Payment reminders
Contract/document workflows
Customer nurture campaigns
Estimate follow-up
Invoice automation
Payment reminders
Contract/document workflows
Customer nurture campaigns
Operations Hub
For internal team systems.
Include:
Internal wiki
SOP library
Asset tracking
Password vault
Staff workflows
Ticketing or request intake
Internal wiki
SOP library
Asset tracking
Password vault
Staff workflows
Ticketing or request intake
Reporting Dashboard
For leadership visibility.
Include:
Sales dashboard
Lead source tracking
Invoice/payment tracking
Staff productivity metrics
Customer response tracking
Custom reports
Sales dashboard
Lead source tracking
Invoice/payment tracking
Staff productivity metrics
Customer response tracking
Custom reports