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.
Map components like customer journeys, business goals, and technology systems. Create and visualize business processes and capabilities. Collaborate in real-time and export diagrams in multiple formats.
Convert documents to PDF by scanning with the iPhone camera. Automatically detect and crop document edges. Save as PDF or image formats. Share scans directly via email or messaging.
Plan daily tasks by selecting up to five important activities for the next day. Review and prioritize tasks each evening. Set reminders and track completion progress. Sync across devices for consistent planning.
