Manage schedules by viewing, creating, and updating client appointments. Accept appointment requests through a client portal. Send automated reminders and add notes, products, or services to create invoices directly from appointments.
With tax professionals to schedule consultations and access tax documents. View estimated tax liabilities and track progress of tax filings. Share financial information securely and receive notifications about tax deadlines.
Calculate discounts and taxes with custom percentage inputs. Add items to a cart and view total costs with applied discounts and taxes. Manage purchases and track savings in one interface.
Expenses by scanning and organizing receipts. Extract data like dates, amounts, and merchants automatically. Categorize expenses, track spending patterns, and generate reports. Sync receipts across devices and share them securely.
