The easiest way for tax and accounting firms to access client data
Standardized client data for payroll, tax, and more
Access product features
Transform client documents into data & securely collect credential
See clients across location, service types, credential types, document types, quotes received, and conversion rate prediction.
Get access to credentials across payroll, tax, debt, accounting software for all of your clients in one place
Run a completely paperless practice with enterprise level security
Fully integrated with your document storage, bank products and tax software via APIs.