Send messages, receive alerts, streamline communication
Send and receive messages and alerts within the firm. Communicate with advisors through automated interface. Access secure communication for clients and community members. Streamline interactions with CPA services.
Create professional invoices with customizable templates, logos, and brand colors. Add client details, itemized lists, and payment terms. Send invoices via email or link. Track payments and generate reports.
Manage with detailed product and asset tracking. Support product variants and custom attributes. View products in grid or list format. Scan barcodes for quick data entry. Sync in real time across devices and warehouses.
The app provides a clear status of sales and purchase invoices, results, and bank balance. Users can view sent quotes, manage orders, create and send invoices, and register them as paid.
