Solo
Highlights
- Workflow and to-do lists
-
Included
- Workflow automations
-
Included
- Client tasks & requests
-
Included
- Client portal
-
Included
- Secure file sharing
-
Included
- Document management
-
Included
- Client CRM & database
-
Included
- Time tracking
-
Included
- Invoicing & billing
-
Included
- Proposals & engagement letters
-
Included
- QuickBooks Online Integration
-
Included
- Budgeting & reporting
-
Included
- E-signatures
-
Included
- AI Features
-
Included
- Lock files behind an invoice
-
Included
- Project based billing
-
Included
- Retainers
-
Included
Workflow & Task Management
- Work tags / statuses
-
5
Limited