Your centres of influence and partners, not just clients. Keep the accountants, lawyers, and referral partners your practice runs on in one shared directory, each with a running memo thread your whole team can see.
Corporate and personal tax for business-owner households. Our first call for anything with a holding company behind it.
Claire confirmed she can take on the Harrison family's corporate return. Looping her in before year-end.
Spoke about the Okafor trust distribution. She will send the T3 checklist by Friday.
Great with holding-company structures. Fast to respond over email.
How We Met? Introduced by the Harrison family at their 2022 year-end review.
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Your practice runs on more than clients. The centres of influence you rely on matter just as much, and this is the one directory where they live, shared across your whole team.
Every profile carries its own memo thread, so the context behind a relationship never lives in one person's phone again.
You post quick notes as you go, build a trailing record of every touchpoint, and walk into the next call already knowing where you left off. So does anyone else on your team.
Before you refer a client to an accountant, you open their profile and see your last few conversations, their specialty, and the note a colleague left back in March.
Claire confirmed she can take on the Harrison family's corporate return. Looping her in before year-end.
Spoke about the Okafor trust distribution. She will send the T3 checklist by Friday.
Great with holding-company structures. Fast to respond over email.
One directory for the whole practice, so the people you rely on are as well documented as the clients you manage.