Four products. One standard for quality.

Run payroll, manage employees and companies, and stay ready for filings with built-in tax reports.

• Multi-company workspace with employee profiles and withholding settings
• Run payroll by pay period with per-employee overrides
• Import and export payroll CSV templates, run history, and bulk updates

Import transactions, categorize with rules, close each month, and produce reports accountants expect.

• Flexible CSV import with header detection and guided column mapping
• Category rules, auto-labeling, and bulk transaction review
• Monthly category reports, balance-sheet views, and tax-year organization

CRM, compliant email, service catalogs, invoices, and appointments—scoped to each company you operate.

• Customer records with consent, email verification, and preference-center links
• Service catalog and customer status tracking per company workspace
• Invoices with public share links, mark-paid workflow, and revenue reporting

Build visual PDF templates from uploaded files, then generate precise outputs from sample data or CSV batches.

• Visual template studio with drag, resize, page reorder, and field detection
• Text, signature, split date, split decimal, and split digit field types
• Sample-data expressions including derived keys like EIN[1] and value[1..2]