A client portal accountants can rely on
The intelligent choice for managing clients
Request Cloud account
The intelligent choice for managing clients
Request Cloud accountWork more effectively from any location, manage client communications and data more securely and analyse and track engagements.
Allowing teams to access all communications, activities, messages and files as they are stored and can be viewed in one convenient online engagement file.
A single location hosts all of your engagements, with the bank-level security, and built-in backups, so your clients can trust that their data is safe with you.
Intelligent Processing
Access files from any location, enabling you to work offsite securely and making team collaboration easy
Collaboration through integration - create links to shared documents in Google Drive, OneDrive or SharePoint accounts.
Build teams around engagements, clients or content
Control who can access engagements, files, documents or discussions
View of the firms' activities and discussions in real-time
Track your progress, monitor WIP, add your gadgets and share your dashboard with others
Time & Billing
Engagement Management
SmartSync
Increase project and staff productivity with our Time and Billing software - A powerful workflow tool enabling practices, agencies and consultancies to manage time recording, reporting, clients, project costs and invoicing.
Drive profitability and take full control of your business decisions with real-time insights into your engagement indicators and performance with our Practice Management tool, Engagement Management solution.
Ensure you and your team have up-to-date client information by syncing working files to maintain momentum while out in the field
CaseWare Makes Fiscal Sense for First Names Group
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