Find your fit
Who it is for
Solo accountants, bookkeepers and small CPA teams with the same work due for many clients are the clearest fit. A useful trial starts with one fictional client and one familiar monthly process, then checks whether the template, assignment and deadline views match the firm’s actual handoffs.
The vendor currently maintains separate New and Classic sign-ins. A firm moving from Classic should check the destination version, migration path and feature access before treating the two interfaces and support materials as interchangeable.
The work it supports
Core capabilities
Create a reusable checklist template for work such as month-end bookkeeping or a tax return. Apply it from the template page or the client table to several clients, rather than rebuilding the same task list for each engagement.
When assigning work, choose one project or a repeating series and set how often its due date repeats. Review the first and next generated periods so a monthly or annual process lands on the intended dates.
Assign a project owner and individual tasks to team members. The client-specific project can then receive extra checklist items or changed due dates without assuming every client follows the identical process.
Use upcoming and overdue work views to see deadlines across clients. Team members can choose notification preferences for due tasks, mentions and handoffs; test those settings with fictional work before relying on alerts alone.
Filter the projects table and save personal views for different periods, clients or stages. Saved views are individual rather than shared across the firm, so establish a common review routine if several people need the same dashboard.
Apply custom labels for work waiting on a client, in review or urgent. Agree on label meanings so colleagues interpret a blocked project consistently.
The Planning tab can compare client work across staff and time periods and support reassignment. Check the actual workload picture against time budgets and part-time availability before redistributing responsibilities.
On Premium, a user can track time against an assigned task and compare actual time with a task budget. Project time logs can be filtered and exported as CSV for review; test the scope and permission of these records before adopting them for billing decisions.
Understand the offer
Pricing and getting started
The current official help article lists Starter at $49 per user monthly or $480 per user annually, and Premium at $59 monthly or $600 annually. The public pricing page presents custom-priced Enterprise for firms needing SSO and a dedicated account manager. Verify currency, tax and the selected term at checkout.
Starter includes unlimited projects and clients, reusable templates and customizable automation. Premium adds time tracking, budget-versus-actual reports and capacity management. Confirm tier rights for the firm’s real workflow before assuming a feature on a general marketing page is in Starter.
Every account user must be on the same plan and billing frequency. Adding a user creates an immediate prorated charge; removing one creates a future-invoice credit. The help article says credits are nonrefundable, and a switch from annual to monthly waits until the paid annual period ends.
Document Storage is a separate account add-on priced by 100 GB blocks on the public page; deleting all files is required before removing it. An optional one-time $1,500 setup and training package is also displayed. Include both when estimating total cost rather than reading the base seat price as the full bill.
A 14-day free trial is advertised. The captured public pages do not establish the full signup and post-trial charging terms, so check the current trial screen before starting.
Look a little closer
Before you choose
Use a fictional monthly bookkeeping job to test the template-to-client assignment, project owner, task owners, series frequency and second-cycle due date. Compare what the software generates with the firm’s actual calendar and review sequence.
Check whether the firm will use New or Classic. The vendor’s how-it-works page explicitly limits some learning resources to Classic while a New knowledge center is being prepared; test the selected version and support route before moving firm data.
Separate project scheduling from capacity analysis. Starter supports recurring client work; Premium is the advertised tier for time tracking, budget-versus-actual reports and capacity management. A small pilot can show whether that extra visibility matters enough for the seat-price difference.
Ask for a current storage quote before migrating attachments. The how-it-works page broadly says unlimited storage, but current pricing and help describe a charged Document Storage add-on with a deletion condition for removal.
Before committing to annual billing, model staff changes and the document-storage add-on. The vendor describes immediate prorated seat charges, credits rather than refunds for removals, and an annual-to-monthly switch only after the paid annual term.
9 distinct sources behind this profile. Research observed Oct 27, 2026. Features and offers can change.
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