Trust
Security & compliance
SLA uptime target: Not specified
Security review turnaround: Not specified
DPA available: Not specified
Practice management platform for accounting and tax firms with workflows, client portal, e-signature, and secure document exchange.
Pricing
Starts at $600/user/yr
Founded
2017
Team size
201-500 employees
Headquarters
Norfolk, VA
At a glance
Best for
Pricing model
Integrates with
Security
Practice management platform for accounting and tax firms with workflows, client portal, e-signature, and secure document exchange.
Structured facts from the vendor to help your security, finance, and procurement reviews move faster.
Trust
SLA uptime target: Not specified
Security review turnaround: Not specified
DPA available: Not specified
Pricing
Pricing model: Tiered plans
Free trial: Not specified
Free plan: No
Contract minimum: Not specified
Procurement
The vendor hasn’t added purchasing & legal details yet.
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