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Assistant
Best note taker for accounting firms
Notes, prep, and follow-ups, automatically.
Email assistant
Triage and drafts written in your voice.
Meeting scheduler
Booking links that sync to every client.
Proposal creation
Agent-drafted proposals from real context.
Firm Oversight
Opportunity finder
Surface upsell and cross-sell signals.
Firm intelligence
See how your firm and clients are really doing.
Coaching & scorecards
Scorecards, sentiment, and guides.
Guides
Your firm's best work, captured live and repeatable.
Tools & Automation
AI workflows
Automate the busywork end to end.
Video messages
Async video walkthroughs for clients.
MCP server
Plug your firm's context into any AI.
Mobile & desktop apps
Ping on your phone, Mac, and PC.
Client intelligence
Integrations
Pricing
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Product
Best note taker for accounting firms
Email assistant
Meeting scheduler
Proposal creation
Opportunity finder
Firm intelligence
Coaching & scorecards
Guides
AI workflows
Video messages
MCP server
Mobile & desktop apps
Client intelligence
Integrations
Pricing
Security
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3:32
New
Clients
Clients 101 Course
A crash course on the Clients tab.
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1:18
New
Email Assistant
Email Assistant 101
Auto-labeling, draft replies, and inbox skips.
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3:40
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Meetings
Meetings 101 Course
Notes, sync, and analytics for every meeting.
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