Use cases
For bookkeepers and accountants
You chase clients for their records and they chase you for the accounts. Both conversations go better when there is one place the documents live and a date attached to each one.
Engagements, by period
Pick Bookkeeper in settings and jobs become engagements with a period start. Monthly accounts, VAT return and Year-end pack are offered as separate sets, each approved on its own.
The engagement letter signed from a link
Send it for signature with no account and no printing, and keep the signed copy with a name, a time and the exact wording. Save it as a template with smart fields and the next one is a click.
Deliverables with approval on the record
Share the year-end pack and require sign-off. The approval is recorded against what they actually saw, which is worth having the day a figure is queried.
Your own fees, collected
Raise invoices against the engagement with your numbering and terms, and let the overdue reminders go out on their own. Practices are strangely bad at billing themselves.
Every feature, in detail
Free for bookkeepers, and everyone else.
Every feature, unlimited clients and invoices, no card and no paid tier. Set up your first project in about five minutes.