Features include client management, time and billing, engagement tracking and an add-on document management module. All modules can be accessed via a tool bar across the top of the screen, with separate tabs labeled as follows: Dashboard, Clients, Engagements, Time and Billing, and Documents.
The client management screen shot displays a consolidated client dash board that is said to display real-time Lacerte and QuickBooks data. The document management product screen shot features an Accountant View via which users can store and organize client documents and post them to a secure online site.