CPAs, transform the way you collaborate with your clients

Streamline document collection effortlessly with BackOffice –automate across clients in seconds.

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Backoffice - automate document collection and collaboration
Collaborate Efficiently

Get & share files with your clients, driven by timelines, dependencies and automation

Automate Seamlessly

Tired of repetitive work? BackOffice automates tasks across clients and dates.

Client Portal

Elevate customer satisfaction with a branded client portal for seamless collaboration.

Unlock success through collaboration

Turn your clients into your collaborators. Use our innovative client portal, automations, projects & tasks based file collection, reminders & workflows, team management, and end-to-end file encryption to delight and serve your clients.

Client Portal

Impress customers with your branded portal. Seamlessly collaborate using structured tasks, automation, bulk workflows, chats, and team management on one platform.

Automation At Scale

Automate data collection across customers in seconds. Intelligent reminders and end to end file encryption ensure secure and timely delivery, saving your team countless hours on requests and follow-ups.

Tasks & Deadlines

Eliminate delays with our structured file collection module. Set project and task deadlines for customer data in the right format. We ensure timely delivery, hassle-free.

Safety & Security

File and data security is our top priority. All customer files are stored securely in the USA, with 256-bit encryption in transit and at rest. Our client portal (web and mobile) mandates two-factor authentication for added protection.

Task automation flow for CPA and their clients in Backoffice dashboard.
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Delight your clients, build your brand.

Every customer gets your branded client portal , every communication goes with your brand.

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Do more, by doing less.

Use our Scaled Automations to automate your data collection, at scale.

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A client portal that impresses everyone!

Client portal that helps CPA and their Clients collaborate
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our unfair advantage

We are new, so we work harder.

Unlimited Clients: You can add & manage unlimited clients using the BackOffice.

Unlimited Workflows: Use unlimited workflows and automated alerts to reduce your work.

Unlimited Files: Enjoy unlimited file sharing and storage for all your clients.

Unlimited Team Members: Add any number of team members to your BackOffice dashboard.

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