Keep your workspace organized without deleting anything.

You never have to delete to stay clean. Archive it instead, and every record stays on file and fully searchable. And if you do want to delete something, you always can.

Archive
Archived clients, still on the record
Search the archive12 archived
The Delgado FamilyArchived Mar 12, 2024
Aster Capital Inc.Archived Nov 3, 2023
The Whitmore EstateArchived Sep 18, 2023
Brightwater TrustArchived Aug 2, 2023
The Halloran FamilyArchived Jun 21, 2023
Kestrel Holdings Ltd.Archived Feb 9, 2023
Nothing is ever deleted. Restore anytime.12 archived clients

A clean workspace, with nothing lost.

When a client leaves or a task is done, archive it instead of deleting it. It moves out of your active views to keep things clear, stays fully searchable, and comes back in one click.

Active clients4
The Harrison Family
HouseholdClient since 2016
Wilson Holdings Ltd.
Corporation3 accounts
The Chen Family Trust
TrustClient since 2019
The Marchetti Family
HouseholdClient since 2015
Archived2Searchable
The Delgado Family
Archived Mar 2024
Aster Capital Inc.
Archived Nov 2023

Archiving never deletes. Clients, tasks, and notes keep their full record, stay searchable, and come back the moment you need them.

When a teammate leaves, revoke their access in one click, and every client, note, task, and file they worked on stays exactly where it was.

Not just clients.

Tasks, notes, and documents archive the same way. Whatever you archive keeps its full record and comes back intact.

ClientsArchive a whole household and its people, notes, tasks, and files move with it, then restore as one.
TasksCompleted tasks leave the board but keep their full comment and activity history on the record.
NotesMeeting notes stay on the client record, searchable long after the meeting has wrapped.
DocumentsVault files are retained and encrypted, never deleted when a client is archived.

Archived, never gone.

Out of the way when you do not need it, one search or one click away when you do.

Archived, never deletedPast clients, finished tasks, and old notes leave your active views but keep their full record. Nothing is ever thrown away.
Still fully searchableEverything in the archive stays indexed, so a name or a note is one search away, years later, when an auditor or a client asks.
Back in one clickWhen a client returns or you need an old record live again, restore it in a single click and it is right back where it was.