Create and send professional invoices with customizable templates. Track expenses with receipt scanning and categorization. Manage client relationships with activity logs and payment reminders. Generate financial reports and sync data across devices.
View curated newsfeed, blog posts, newsletters, and podcasts with a single click. Attend scheduled Zoom calls with your team and financial advisor. Access wealth management tools and market trend content. Stay updated on financial planning topics.
Manage invoices and with mobile . Scan bills on the go, approve with a swipe, and track cash flow. Send and receive via ACH, card, or direct deposit. Monitor expenses and set payment reminders. Share invoice details with team members.
Submit and file Local Earned Income Tax returns by uploading scanned paper forms and supporting documents. View refund status and track processing time. Save postage and paper by submitting electronically instead of mailing.
Create and manage channels for . Assign tasks, set deadlines, and track progress. Integrate with third-party tools for automation. Customize chat settings to fit business workflows. Share files and messages within channels.
Track spending at partnered businesses and automatically invest $1 in those companies' stocks. Set weekly investment limits and receive weekly performance reports. Manage investments and adjust limits through the .
Connect with others in the community through serious conversations. Set intentions and expectations upfront. Use AI to monitor and maintain respectful interactions. Chat with profiles that align with your goals.
View investment performance with account balances, time-weighted returns, and earnings. Track transfers, deposits, withdrawals, and other transactions. See detailed breakdowns of investment allocations and holdings.