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The Manual

Updated: May 17

This is a list of all features of the Accounting CRM and Practice Management Application. By clicking on any item in the list, you will be taken to a blog post explaining the feature in more detail.


They are broken down into 3 sections:

  1. Getting Started

  2. Per Table Breakdown

  3. Other features

  4. Subscription


1. Getting Started

2. Per Table Breakdown

Small Business Tax

Adhoc Tasks (Department Title)

Accounting (Department Title)

CIPC (Department Title)

Financials & Tax (Department Title)

Payroll (Department Title)

Tax (Department Title)

Time Log

Setup:


3. Other features


4. Subscription

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