Starter
A small practice running clients, work and billing in one place.
From 2 people up to 10. Plus 18% GST.
- Document collection, review and versioning
- People, roles and the company tree
- HR
- GST invoicing, payments and receipts
- Outsourcing work to other firms
- Service catalogue, workflows and the statutory calendar
- Audit trail, field masking and export control
- SETTINGS
- A support desk for client questions
- Internal staff chat
- Client records and a full history
- Orders, cases, tasks and the ops board
- Leads, quotes and pipeline
- Approvals and automatic client messaging
- SUPERVISION
