Onboard a New Tax-Only Client (External)

Onboard a New Accounting Client

Onboard a New Audit Client

Run a Monthly Close (Per Client)

Tax Return Preparation (Workflow)

Audit Engagement Execution (Fieldwork through Report)

Handle E-File Rejection

Portal Lock and Unpaid Invoice Escalation

Add a New Staff Member

Connect Third-Party Integrations

Branding & White-Label Setup

Monthly Compliance Review