Practice management for VAs & bookkeepers.

tracking
What's On
Open Tasks
Reminders

Pops up with a snooze option whenever you open the app, once it's due, while this tab/app is open, not a phone-locked push notification.

Timesheet
Meetings
Checklists

Recurring checklists for end-of-month, weekly, payroll, and custom workflows.

Reports
Custom range to
By Client
Client Hours Timesheet
All Sessions
Clients
Archive

Completed tasks — tap to reopen.

Archived checklist periods — a record of what was completed and when.

Archived payroll checklist periods, across all clients.

Archived clients — restoring brings them back into every active list.

Feature Guide

Everything the app can do, kept up to date as new things ship. The star in the nav clears once you've had a look.

Help
Missing Documents
Onboarding
Package Library
Templates
✍ Email Signature
📎 PDF Documents
📋 Checklist Templates
✉ Email Templates

Save your onboarding, follow-up, birthday and other email templates here.

⭐ Session Note Library
Libraries
Task Library

Reusable task text that appears as suggestions when adding a To Do item.

Onboarding Pipeline

The stages new clients move through on the Onboarding board.

Missing Docs Description Library

Reusable descriptions that appear as suggestions when adding a Missing Docs item.

BAS Portal
Reminders & CPE
Client Log
Payroll

Create a payroll checklist for each client. Resets each pay cycle — previous runs are saved to Archive.