Hierarchy-aware access
Partners see the firm, managers see their domain, staff see only their own engagements.
SMR & Co.
Chartered Accountants
Practice management suite
One workspace for engagement allocation, hierarchy-based visibility, employee efficiency ranking and client billing — built around how a CA firm actually runs.
Partners see the firm, managers see their domain, staff see only their own engagements.
Live charts for status mix, team load, overdue exposure and completion rates.
Blended score from completion, punctuality and reviewer star ratings.
Log hours against engagements and raise GST-ready client invoices.