Before you change how the firm runs.

Onboarding is handled directly by our team. There is no self-service sign-up—we provision your firm, set up your engagement types and bring your client list across with you, so the platform is usable from the first day rather than an empty shell.

Practice management is only meaningful with your real clients, engagement types and deadlines loaded. A self-serve trial on empty data tells you nothing useful, so we run a demo against how your firm actually works instead.

Yes. Client records and recurring engagement types are set up during onboarding. Talk to us about what you hold today and in what format.

Chartered Accountancy practices in Pakistan running recurring compliance and advisory work across a book of clients—firms where more than one person touches an engagement and review has to be evidenced.

Yes. Recurring obligations, terminology and the July–June fiscal year follow Pakistani practice, including monthly sales tax returns, withholding statements and advance tax under section 147, with engagement templates for corporate and individual filings.

Only if you want them to. The client portal is optional per client—useful where you are chasing records, unnecessary where you are not.

Each firm gets its own database schema, so separation between firms is enforced at the storage layer rather than by a filter in application code. Inside your firm, visibility follows role—partners and staff see the clients and engagements they are responsible for.

Only their own engagements, and only the documents someone at your firm has explicitly shared. Approving a document internally does not release it to the client—that is a separate, deliberate action.

Data is encrypted in transit and at rest.

Not yet—it is in development. Before any firm sees it, it has to run on a legally current, versioned corpus with every rate and threshold human-reviewed, and pass an evaluation suite with zero fabricated citations. Read the full product and release-gate explanation.

No. It is intended as a research aid for qualified professionals, citing primary sources you can check. It will not replace professional judgement or review.