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Collaboration Made Simple and Secure
Task Management
Can't remember what you're supposed to get done this week? Nothing slips through the cracks with requests, reminders, and updates organized in a single feed.
Direct Messaging
One secure chat for direct access to your entire management team. Message from your computer or mobile device for convenient and secure communication.
File Sharing
Sharing files is a breeze. Scan documents from your mobile device, upload them to your team, and access them anytime or anywhere.
Everything. All in One Place.
Enhanced with Integration
Real-time Sync with QuickBooks Online.
Keeping your records up to date has never been easier. Our QuickBooks Online integration allows you to collaborate with your Account Manager by categorizing transactions, uploading receipts, adding notes, and more, without ever leaving the app.​​
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