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Products Comparison |
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Small
Business
Edition |
Time &
Billing
Edition |
Integration
Edition
(coming soon) |
Workflow
Edition |
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Client Track 6 Features |
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Import Business & Personal
Tax Clients (T1 & T2) |
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Client Information
(200+ information fields) |
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Search Client Information |
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Client Communication Logger |
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Tasks Management |
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Client Auto-Notifications |
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Address Book |
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Document Vault |
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Document & Label Merge |
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Email Group Merge & Send |
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Client Reports |
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Time Recording and Entry |
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Create Invoices |
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Complete AR & Deposit
Record Keeping |
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Integration with QuickBooks
(coming soon) |
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Create and Manage Projects |
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