What you can organize
- Explicit client grants and revocation
- Portfolio and company-scoped reporting
- Validated CSV imports and reconciliation
- Approval history, work queues and exports
Available software workflow
A shared client workflow for accountants
Review delegated companies, deadlines, records and next actions without copying clients into a separate ledger.
What completion needs
- Approved scope and itemized fees
- Provider confirmation where required
- Company-linked completion evidence and next action
Scope and price
The software is available through the published Free, Basic and Corporate plan limits. Optional hands-on work is scoped separately.
Service, provider and government fees are separate. Renewals, cancellation and refund terms belong in the reviewed quote.
View software pricingAccountable next step
Save your requirements for review
Requests enter the private service-review queue. Sending a request does not establish provider coverage, a professional engagement, approval, savings, or a processing deadline.