Keep work moving
Create projects, assign owners and move work from planned to completed. Switch between a list and a visual board.
Explore projects →A CLEARER WAY TO RUN YOUR FIRMGreat work.
Great work.
All aligned.
Bring your clients, your team and every moving deadline into one clear view. Make room for the work that matters.
Interactive concept · Sample data · No signup needed
YOUR PRACTICE, IN PERSPECTIVE
≋ AlignFirmWorkspace preview
Everything is moving forward.
12Active projects
86%On track
4Ready for review
NW
Northwind StudioMonthly bookkeeping
In progressHL
Harbor & LaneMonth-end close
In reviewOC
Oakwood CoffeePayroll preparation
PlannedOne workspace. A little more breathing room.
✓ Every next step has an owner.
BUILT AROUND YOUR EVERYDAYBookkeepingAccountingTax preparationClient advisory
LESS CHASING. MORE CLARITY.
A place for the whole practice.
Explore the essentials in a working browser demo.
Know every client
Keep client contacts and services together, with a clear view of the projects connected to each relationship.
Meet your clients →Start with a good process
Turn a bookkeeping, payroll or month-end checklist into a new project. Give recurring work a consistent starting point.
Browse templates →Understand your time
Record time against projects and see where your team's effort goes. Export the data for your own analysis.
Explore time tracking →See team workload
Get a simple view of project assignments and open work across the team before taking on the next deadline.
View the team →Find the bigger picture
Review completion, project status and logged hours using the same data as your workspace.
See reports →Bring the client into focus
Add their contact details and the service you provide.
Give the work a clear path
Choose a template, set a deadline and assign an owner.
Keep everyone moving together
Track checklists, update status and review progress.
A FEW USEFUL DETAILS
Before you jump in.
Is this a live commercial product?
This is a testing prototype. You can try its workflows using fictional data. Commercial plans are not offered here.
Where are my changes saved?
Only in this browser on this device. Clearing browser data removes them. The demo does not sync between people or devices.
Can I connect QuickBooks or invite my team?
Not in this version. Authentication, accounting integrations, shared data, email and document storage require a production backend.