Everything your firm needs.
Nothing it doesn’t.
Replace disconnected spreadsheets, manual reminders, and fragmented software with one unified platform purpose-built for Washington accounting practices.
The rule engine that never misses a deadline
Configure compliance rules once. The moment an entity subscribes to a vertical, our engine auto-computes and schedules every Washington DOR, ESD, and L&I filing milestone.
4-Algorithm Rule Engine
Fixed date, monthly repeating, quarterly state filings, and period-end offsets cover every Washington scenario.
Compliance Calendar
Unified calendar with 2-way sync to Google Calendar and Microsoft Outlook via Nylas. Color-coded by urgency.
Real-Time Deadline Health
Dynamic status calculated live at render: On Track, At Risk, and Urgent. Zero stale cached data.
Service Vertical Policies
Bookkeeping, Payroll, Tax Prep, and AFH Billing — each vertical carries its own rule definitions and task templates.
Every client entity and filing record in one place
Rich client profiles with complete entity information, assigned accountants, historical returns, and soft-delete safeguards.
Rich Client Profiles
EIN, last 4 SSN, entity type, fiscal year-end, assigned accountant, and primary point-of-contact details.
Multi-Entity Support
Native compliance mapping for WA LLCs, S-Corps, C-Corps, Sole Proprietorships, and Nonprofits.
Soft-Delete & Restore
No client data is ever permanently wiped. Archived clients are hidden from active views but fully restorable.
CSV Bulk Import
Import your existing client list with flexible column mapping. Migrate entire firm rosters in minutes.
Drag-and-drop pipelines built for accounting teams
Eliminate bottlenecks with stage pipelines, compliance linking, threaded commentary, and staff workload filters.
Kanban Stage Boards
Drag cards across columns: Backlog → To Do → In Progress → Review → Done with full touch screen support.
Threaded Commentary
Keep client context, compliance links, and document attachments organized directly inside every task card.
Priority & Escalation
Low, medium, high, and urgent tiers with automated visual badges when deadlines cross threshold dates.
Team Seat Allocation
Assign tasks to specific accountants. Filter board views by assignee, client vertical, or urgency in one click.
Bank-grade storage and unified client messaging
Secure client tax files, sync email threads into client timelines, and dispatch automated SMS deadline alerts.
Supabase Document Vault
Organized by client entity, service vertical, and tax year. Drag-and-drop dropzone with in-browser PDF preview.
Unified Nylas Inbox
Connect Gmail or Outlook. Client email threads are auto-tagged to CRM profiles with AI draft assistance.
ClickSend SMS Alerts
Automated SMS text alerts for approaching Washington deadlines, urgent signature requests, and completed returns.
In-App Notifications
Real-time notification bell count and interactive toasts for task reassignments, document uploads, and client notes.
Enterprise-grade practice security by design
Postgres Row-Level Security, multi-tenant database isolation, role-based staff permissions, and branded client portals.
Postgres Multi-Tenant RLS
Every query is scoped strictly to your firm_id at the database level. Zero cross-tenant data exposure.
Granular RBAC Controls
Owner, Manager, and Staff Accountant roles. Owners control firm billing and rules while staff focus on assigned clients.
Client Self-Service Portal
Business clients get their own branded login scoped strictly to their tax files, compliance roadmaps, and messages.
Forensic Audit Logging
Comprehensive immutable activity logging on every client file, document download, filing event, and team action.
Ready to automate your Washington compliance?
Get started with a 14-day free trial. Experience seamless rule generation, Nylas email sync, and Kanban workflows today.