Live sample firm. No sign-up.
Try it as anyone
Two made-up firms with made-up clients. Pick a person to see exactly what they would see. Switch any time from the bar at the top.
Firm side
Bayou City Tax & Advisory has one person in each role. Lakeside Bookkeeping is a separate firm.
Client side
What a firm's clients see in their portal, on a phone or computer.
What you can try
Every one of these works in the sample firm today.
Client portal
A branded to-do list on any phone: upload, sign, approve, pay and book a meeting.
Documents
Folders per client, checklists that clear as files arrive, and returns that unlock when paid.
E-signatures with KBA
8879s and engagement letters with an identity check, e-sign consent and a completion certificate.
Billing and payments
Invoices, recurring billing, ACH or card, reminders, and time that turns into an invoice.
Workflows and CRM
Job boards that move on their own, tasks, organizers, leads, proposals and a sales pipeline.
Booking
A public booking page and a team calendar. New visitors land in your CRM as leads.
AI and an API for Claude or ChatGPT
Client summaries and reply drafts, plus an API and MCP server so your AI assistant can work with your firm.
Roles and security
Five staff roles, seasonal staff limited to their clients, an audit trail, and each firm walled off.
Sample data stays in this browser. The identity check, e-signature and payments are stand-ins, so no real data is checked and no money moves. Tell us what would make you switch.