Solo — annual
Highlights
- User limit
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Single user only
Included - 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-signature
-
Included