A three-minute tour¶
The video is on its way
Until it's here, the articles below cover the same ground.
What it shows:
- Today: what's overdue, what's due in the next seven days, what clients have sent you, and your own work with Mine.
- Clients and a client's page: its services, deadlines, documents, requests and invoices.
- Deadlines: every filing and payment coming up, worked out from each client's services, and marking one done.
- The client portal: sharing a document, sending a request list, and the answers coming in.
- Time and Billing: a timer, the weekly timesheet, and an invoice from the time you logged.
- Help, in the sidebar, on every page.