The framework you need to stay on top of it all. Manage clients, set company goals, track updates to tax law, you name it! When your work is organized, it opens doors to increased output at higher quality. And you stand out from the competition.
Keep up with your current and prospective clients - all from one place. Ideal if you only have a few projects for each client.
All your work for a client, all together. Ideal if you’re working on multiple projects with each client.
Create standard operating procedures and checklists for processes you repeat often. Update them here and make a copy to use whenever it’s time to perform the actual work.
A centralized location for quick access to your business’ documentation, such as company policies, standard operating procedures, and forms for new hires. Any files you need to keep the day-to-day of your business running smoothly go here.