Manage taxes, prepare returns, track expenses, plan
Manage financial documents with secure messaging, collaborative workspaces, and digital signatures. Schedule and conduct video meetings. Store and share files. Customize workflows for tax planning, accounting, and compliance tasks.
Connect with the team via text, audio, and video messaging, and face-to-face video calls. Access and review financial plans and business strategies. Share files, e-sign documents, and screen share during sessions.
The app offers AI-powered business card recognition and voice transcription. It provides real-time transcription with AI summaries and supports file imports for fast processing.
Create and share documents, task lists, and notes with team members. Collaborate in real time on spreadsheets, slides, and text. Integrate chat for communication. Sync across Mac, iPad, and iPhone. Organize projects and track progress within the .
Manage business communications with integrated calling, messaging, and meeting features. Transcribe conversations and generate notes using AI. Share files in team chats and receive typo corrections.
Collaborate in real time with teams, customers, and contractors. Send messages, files, and notifications. Schedule and manage meetings. Search for information and receive conversation summaries.
Stay connected with coworkers, customers, and partners through voice calls, video meetings, and chat messaging. Make calls over Wi-Fi, data, or carrier with video and screen sharing. Dial using 4-digit extensions and join ad hoc conference calls.
Connect with accountants via secure messaging and video calls. Share and sign documents remotely. Access financial data and view strategy updates. Collaborate on tax planning and business advisory services. Manage account access and notifications.
Real estate agents and clients can access real-time market data and share listings and documents across devices. Built-in messaging allows for faster communication. Users can search properties and receive activity notifications.
Securely send and receive messages in one-to-one or group chats. Share files, screen, and audio calls. Use bots to automate workflows. Encrypt all communications end-to-end. Set message retention policies and access controls.