All your clients, organized and accessible.
A central client database with complete history, multiple contacts, and full visibility into every engagement — without the complexity or cost of a full CRM.
1
Place for all client data
∞
Contacts per client
5 min
To import existing clients
What's included
All clients — individuals and businesses — in one searchable, filterable list. No more scattered spreadsheets.
Add founders, accountants, admins as separate contacts under the same client account, each with their own access.
Click any client to see all past and active jobs, submitted documents, extracted data, and delivery history.
Tag clients as individuals or business entities. Filter and report separately for each.
Import your existing client list via CSV. Get everyone set up in minutes, not days.
Control which clients have portal access, reset credentials, and manage invite status from a single screen.
Real-world usage
60 corporate clients, each with a CFO and an accountant contact. All jobs and documents organized per entity.
New practice — import 40 existing clients from spreadsheet and invite them to portals in one go.
Same client uses you for GST, ITR, and payroll. All engagements visible under one client profile.
Full capability list
Central client database
All clients — individuals and businesses — in one searchable, filterable list. No more scattered spreadsheets.
Multiple contacts per client
Add founders, accountants, admins as separate contacts under the same client account, each with their own access.
Client-wise project tracking
Click any client to see all past and active jobs, submitted documents, extracted data, and delivery history.
Individual vs. business classification
Tag clients as individuals or business entities. Filter and report separately for each.
Bulk client onboarding
Import your existing client list via CSV. Get everyone set up in minutes, not days.
Client portal access management
Control which clients have portal access, reset credentials, and manage invite status from a single screen.
Start a 14-day free trial. No credit card required. Your team can be up and running in under 2 minutes.
14-day free trial · No credit card · Cancel anytime
All your clients, organized and accessible.