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Premium apps, digital tools, physical products, and bundles for your business and productivity.
Agency Packages
Turnkey industry bundles โ our apps paired with pre-configured project templates and strategy documents.
Consultant Engagement Kit
Land, scope, and deliver engagements faster
For independent consultants and boutique consulting firms โ combine project management and proposal tools with scope-of-work templates and a value-based pricing strategy guide.
- Ready-to-send SOW templates
- Discovery sprint framework
- Value-based pricing guide
Accountant Growth Package
Everything an accounting practice needs to digitize and scale
A complete digital toolkit for accounting firms and solo accountants โ combine our invoicing, document management, and CRM apps with ready-to-use client onboarding templates and a tax-season strategy playbook.
- 5 pre-configured client workflows
- Engagement letter & KYC templates included
- AI-assisted document extraction
Financial Advisor Client Suite
Onboard, plan, and retain clients with confidence
Built for independent financial advisors and wealth managers โ pair our CRM and document tools with prospect onboarding templates and a compliant client-review strategy guide.
- Guided risk-profile workflows
- Compliant document trail
- Annual review templates
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