Productivity Tools Catalog

Cross-application synchronization and operational workflow engine

Multi-asset portfolio management, rebalancing, and client wealth reporting

Dead-simple bookkeeping with automatic bank sync, smart categorization, and one-click reports for small businesses.

A branded client portal to share files, send messages, and collect signatures in one secure place.

Plan, schedule, and measure email and social campaigns from one calendar built for small marketing teams.

Track donors, manage grants, and report impact with a donor CRM built for mission-driven teams.

Client portfolio monitoring and compliance tracking built for independent financial advisors.

Lightweight project and time-tracking hub that turns billable hours into invoices in one click.

A simple CRM that helps local businesses turn first-time buyers into loyal regulars.

The unified platform for seamless multi-industry operations. Connect marketing, finance, HR, and more with specialized industry features, all managed through a single sign-in.

Member management, event scheduling, and community engagement

White-labeled invoicing, payment processing, and WhatsApp integration

Enterprise ledger management, accruals, and financial close automation

Client workspace, advisory engagement tracking, and deliverables management

Client portal and document management built specifically for financial advisors and wealth managers.

Test international digital product on the official Marketplace storefront for verifying the live Stripe Connect checkout flow. Deactivate after testing.

A complete tax-season survival kit for accountants: client organizer checklists, engagement letter templates, due-date trackers, and review workflows. Get every return out the door with less stress and fewer errors.

A step-by-step playbook for writing winning grant proposals. Includes a proven narrative framework, funder research worksheet, budget template, and a submission tracker your whole team can use.

A curated bundle of 25 templates, checklists, and spreadsheets covering marketing, finance, and operations — designed to help small businesses systematize growth.

Professional onboarding templates, KYC checklists, and welcome guides for financial advisors. Get every new client set up in under 30 minutes.

Lawyer-reviewed contract templates, SOWs, and proposal frameworks for independent consultants. Close deals faster with documents you can trust.

A 3-hour video course with downloadable worksheets that walks you through writing winning grant proposals, step by step.

A comprehensive checklist system and client workbook that streamlines year-end close for accounting firms. Reduce errors and finish faster.