- Products
Client Portal
Deliver a branded client experience
Messaging
Communicate with clients securely
Invoicing
Invoice clients and get paid
Tasks
Assign tasks to clients and stay organized
Contracts
Create contracts and request eSignatures
File Sharing
Share and organize documents
Forms
Streamline data collection
Store
Make online storefronts
Features
- Solutions
- Resources
- Pricing
Back to Updates
February 10, 2022
Improvements & Updates
- Improved the performance of the CRM and the Messaging module.
- Improved the experience for new users on trials. Trial users can now use Extensions without upgrading to the Pro plan.
- The QuickBooks integration is now available on the Standard plan. It was previously a Professional-only feature.
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