Maximize your firm's potential with our pre-built intelligent dashboard!

Dive deep into the heart of your firm’s performance with Firm Intelligence. Built specifically for accountants by accountants, our intelligent dashboard sharpens your focus on the pivotal areas that truly drive success: Client management, employee productivity, billing and collections, efficiency optimization, and financial inflows. Our cloud-based dashboard is engineered to elevate your firm's capabilities by providing:


Personal Performance Tracking


Client Management


Employee Productivity


WIP/AR Management


Revenue Insights



Our dashboard is designed to work directly with CCH Axcess and the DAU (Data Access Utility) to organize and display your firm's data to help drive decisions, save time, and increase revenue. 

Awesome Tour

Try out our client dashboard

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Contact us to schedule a demo!