Tools & Resources for Professionals

Practice management platform built for accounting firms. Centralizes client communication, work tracking, and team collaboration in one place.

Client engagement and billing automation for accounting and professional services firms. Handles proposals, engagement letters, and recurring payments.

Free CRM with email tracking, contact management, and pipeline visibility. A strong starting point for firms that want to track leads and client interactions.

Legal practice management software with integrated client communications, document management, billing, and secure client portal.

AI-powered virtual receptionist that handles inbound calls, qualifies leads, and integrates with your CRM — so you never miss a potential client.

The gold standard risk management framework from the National Institute of Standards and Technology. A must-have foundation for any firm building a security program.

Mandatory reading for all tax preparers. Outlines IRS requirements for safeguarding taxpayer data and what your Written Information Security Plan (WISP) must include.

The FTC's updated Safeguards Rule under GLBA requires financial data handlers — including CPAs and tax preparers — to maintain a comprehensive information security program.

A prioritized, prescriptive checklist of 18 cyber defense controls. Ideal for firms that want a practical roadmap for reducing risk without needing a full-time security team.

Free risk assessment tools, guides, and advisories from the Cybersecurity & Infrastructure Security Agency. Includes sector-specific resources and incident response playbooks.

Security awareness training platform with simulated phishing attacks and compliance training. Helps reduce the human risk factor — the number one cause of breaches.

Enterprise password and secrets manager for teams. Ensures staff use strong, unique credentials for every client system and tool — without the sticky notes.

Automated compliance platform for SOC 2, ISO 27001, and HIPAA readiness. Continuously monitors your security posture and generates audit-ready evidence.

No-code automation platform connecting 6,000+ apps. Automate repetitive workflows like client onboarding emails, document requests, and calendar reminders without writing code.

Visual workflow builder for complex, multi-step automations. Great for firms needing advanced logic — routing documents, syncing CRMs, or triggering follow-ups based on conditions.

AI virtual receptionist that handles inbound calls 24/7, qualifies prospects, books appointments, and sends intake forms — before the call even ends.

Live virtual receptionist and AI answering service tailored for professional services. Provides a human touch with AI efficiency, handling overflow calls and after-hours inquiries.

AI assistant embedded directly into Microsoft 365 apps. Drafts emails, summarizes long documents, generates reports from spreadsheets, and pulls meeting notes automatically.

Secure, privacy-compliant AI for your firm. Use it for client research, drafting engagement letters, summarizing financial reports, or building internal knowledge bases.

Template-based document generation that auto-fills contracts, engagement letters, and reports from your data sources. Cuts document prep time from hours to seconds.

AI-powered PDF tools for summarizing long documents, extracting key information, editing contracts, and collecting e-signatures — all within the familiar Acrobat interface.