Practice management with an AI that actually does the chasing
Clients, engagements, jobs, tasks, time, WIP, invoices, trust and a client portal on one surface — and Mira, who reads the firm's inbox, chases every missing document until it arrives, and flags the return that will miss its date while there is still time to move.
$79 a month for the whole workspace — not per seat. No card to start.
A client emails “here's my W-2”. Mira reads it, files it against the right checklist item on the right job, and closes the request. Nobody forwards anything to anybody.
Not “this is overdue” — you already knew that. Mira compares the work remaining on a job against the days it has left, and tells you in February which April return will not make it.
Reminders escalate on the cadence you set and stop the instant the last file lands. A reminder that keeps arriving after the client complied is how firms end up turning reminders off.
Households, entities, owners, referral sources — with custom fields, tags and a timeline that has everything on it.
Win a deal and the client, the contact, the profile and the onboarding job are created for you. Nobody re-types a won deal.
Priced from your own catalogue, sent, e-signed with a real evidence trail — and signing opens the engagement and its jobs.
1040, 1120-S, monthly bookkeeping, notice response. Tasks, dependencies, reviewers and statutory dates arrive with the job.
A real timer, one per person, feeding the same ledger the firm bills from. No second system, no reconciliation.
Bill it, hold it, or write it off with the reason recorded — because realization means nothing if the gap is unexplained.
One place to see what you need, upload it, sign it, message you and pay. Its own login realm, scoped to one client.
Remaining estimate against declared weekly capacity — the only comparison that answers “can we take this on?”.
Billed ÷ worked, with WIP in the denominator, so a firm that bills late sees its cash problem instead of a flattering rate.
Morning brief, triage, chases and drafts — grounded in your own documents, cited, and receipted in the audit trail.
Federal and state dates, extensions and quarterlies come from the form and the year, weekend-adjusted.
Your name, your logo, your colour, your footer, your domain — including on a white-label partner's own instance.
Not per seat — per workspace. Add every preparer, reviewer and admin you have.