Calendar, time sheets and activity log
Track your deadlines, time spent per client and the complete history of changes to the file.
The calendar
The Calendar gathers your deadlines and key dates: year ends, filing deadlines, appointments. Add an event in a couple of clicks and see the upcoming items on the dashboard.
Time sheets
- 1Open Time tracking and start the timer for a client (the sidebar badge pulses while it runs).
- 2Stop it to record the entry, or enter time manually.
- 3Check the total per client and engagement for your billing.
The activity log
The Activity log is the platform's audit trail: every creation, change and deletion is recorded with its author, the before and the after. Filter by client or action type to find a specific change.
These three tools require the Pro plan or higher.