A client portal for your practice.

What's included for accountants and bookkeepers

• Memberships and plansEvery planMonthly, yearly, trials and refunds through your own Stripe.
• Checkout on your siteEvery planOne page, your brand, your domain. No marketplace in the middle.
• Paid 1:1 callsProMembers buy a call, pick a time, you ring them.
• Founding and limited offersEvery planLimited seats and launch pricing that close themselves.
• Promo codesEvery planDiscount codes customers type at checkout. Make them in your own Stripe dashboard: percent or amount off, first month or forever, expiry dates and limits.
• Free access passesEvery planGive anyone access from your console: a partner, a scholarship, a giveaway winner.
• Gated libraryEvery planDownloads and reading, watermarked to each member.
• Announcements with pushEvery planPost once, it lands on every member's phone.
• Who's online nowCreator and upSee who's in the members area right now.
• 1:1 video callsProRing a member inside the app. Nothing to install.
• Call bookingProOpen times, included calls, credits and reminders.
• Client portalEvery planEach client signs in to their own private area.
• Support deskCreator and upAnswers first, then a real conversation, with photo and video uploads.
• Document sharingCreator and upClients send you files in their private conversation; shared guides and forms sit in your library.
• Lead captureEvery planA contact form and a lead list you follow up from your console.
• Your members appEvery planInstalls on any phone with your name and icon, with push alerts.
• Your console appEvery planSales, members, support and moderation from your phone.
• Passkey sign-inEvery planFace ID and fingerprint, or an access code. No passwords to leak.
• Nightly backupsEvery planOne-tap restore and a full export of your data any time.
• Your websiteEvery planUp to 15 pages in any of our styles, on your own domain.

Coming as upgrades

Buy-as-a-gift memberships, Digital downloads shop, Event tickets, Invoices and quotes, Payment plans, Intake forms, E-signatures, Appointment deposits.

Plans