A little guidance.
A clear next step.
Practical guides for your business, your practice, and the work in between.
Start with your workspace.
Browse by topic.
From the first connection to the last follow-up.
Time & timesheets
Set up your people, record hours, and export time. Enable timesheet approval if your firm needs a review step.
3 guidesGetting started
Choose your workspace and get ready for your first follow-up.
4 guidesInvoices & accounting
Connect QuickBooks, import a spreadsheet, and keep records clear.
6 guidesReminders & follow-ups
Prepare messages, approve them, and understand delivery.
3 guidesReplies & payments
Handle conversations, payment promises, and changing balances.
4 guidesTeam, access & security
Work with your team or bookkeeper and stay in control.
4 guidesPlans & billing
Understand your trial, subscription, and reminder allowance.
3 guidesAll guides, in one place.
27 guides
Understand the Business plan
One business, unlimited teammates, and a monthly reminder allowance.
Plans & billing · For business owners · 2 min readManage practice plans and client capacity
Understand client slots, archived records, and subscription changes.
Plans & billing · For bookkeepers · 1 min readManage your trial, billing, or cancellation
Know what happens at trial end, when payments fail, and when you cancel.
Plans & billing · Both workspaces · 2 min readStill need a hand?
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