Financial Operations
✓ Accounts Payable & Receivable with overdue alerts
✓ Recurring Invoicing and Payment Links
✓ Cash Flow Tracker — 30, 60, 90-day projections
✓ Live P&L, Balance Sheet & Financial Statements
✓ Expense Tracker with tax categorization
✓ Bookkeeping Job Tracker (cleanup, reconciliation, ongoing)
✓ Stripe integration & payment link management
Practice Management
✓ Engagement Letter workflow — draft, send, track signatures
✓ Client Roster and Access Management
✓ Client Portal — secure client login, projects, invoices, messaging
✓ Document Vault — centralized document repository, all clients
✓ Project Tracker — scope, status, fees, and deposit tracking
✓ Time Log — billable hours, convert to invoice in one click
✓ Task Manager and Compliance Calendar
✓ Full Audit Trail — every action logged permanently
✓ Backup & Restore — all data exportable anytime
✓ System Onboarding included at delivery