Create matters and cards to organize work. Access detailed matter information including correspondence and documents. Record voice memos and send emails. Track critical dates, tasks, and calendar entries.
Track wages by adding hourly earnings, overtime, and unpaid breaks. Create and organize shifts with color-coded calendars. Calculate pay for multiple jobs and track time worked with precise accuracy.
Manage team absences and approve leave or overtime requests. View colleagues' planned absences and track workforce availability. Access a personalised dashboard. Allow team members to report absences. Support multi-factor authentication.
Facilitates check deposits into client accounts. Allows login with credentials. Enables advisors and staff to process deposits securely. Tracks details and confirms transactions. Sends notifications for completed deposits.
