Keep client files in one place
Store agreements, worksheets, and supporting docs directly inside each client record.
Feature spotlight
Store, share, and sign important client documents without switching between scattered tools.

Practical improvements you feel in your day-to-day workflow, not just a longer feature list.
Store agreements, worksheets, and supporting docs directly inside each client record.
Send files to clients from your workflow instead of juggling inbox threads.
Collect signed forms and know exactly which documents are outstanding.
Keep confidential files encrypted and attached to the right client record.