Every part of the firm, in one system.

A unified client hub that brings SMS, email, phone, voicemail, and fax into one shared firm inbox.

• Every client SMS, email, call, and fax in one shared inbox
• Send, schedule, and cancel messages to any client
• Broadcast one message to many clients at once
• Browse, search, and filter conversations across open, closed, and external
• Place and receive browser calls with recording and voicemail
• Send outbound faxes with live delivery tracking
• Connect Outlook to sync client email in real time
• Chat with the Ayyva AI assistant, with saved history

A firm-wide document workspace for storing, organizing, requesting, and securely sharing client files.

• Browse, search, and organize files in nested folders
• Upload documents to any client or firm folder
• Request documents from clients with a no-login public link
• Clients upload, preview, and remove files against a request
• Preview and download through secure, expiring links
• Move, reorganize, and bulk-delete files and folders
• Sync the drive to the desktop with scoped credentials
• Auto-provision tax folders for every client

A firm-wide work layer that tracks tax-return progress and every client task across the practice.

• Track every return's progress, deadline, and assignee per cycle
• Act on returns in bulk from the Tax War Room
• Add custom, service, and project tasks to any client
• See all firm tasks on a filterable monthly calendar
• Pause, resume, or snooze tasks to control active work
• Comment on tasks and @mention teammates
• Bulk-update or delete tasks in one action
• Track overview, ongoing, and completed-throughput stats

An end-to-end engine covering invoicing, recurring billing, payments, retainers, and engagement letters.

• Generate, send, resend, and delete client invoices
• Auto-create recurring invoices on scheduled runs
• Reconcile due invoices against Stripe and track overdue status
• Collect payments by card link and ACH bank transfer
• Create and manage retainers and prepaid balances
• Auto-generate engagement letters from mapping rules
• Notify clients of invoices by email, SMS, and in-app
• Track AR with WIP, write-off, and receivables reports

The firm in your pocket: run messages, tasks, documents, and time from anywhere.

• Read and reply to client conversations on the go
• See tasks, deadlines, and assignments from your phone
• Upload and review client documents from the field
• Start and stop the time tracker anywhere
• Place and take client calls from the app
• Stay on top of it all with push notifications

The central client record and CRM behind every profile, service, contact, and integration.

• Create, update, view, and delete client records
• Search and filter clients with firm-wide counts
• Manage basic, business, ownership, and address profiles
• Add and share contacts across multiple clients
• Apply project templates to create tasks in bulk
• Track services, custom tasks, and full service history
• Comment on clients and @mention colleagues
• Connect a client's QuickBooks Online account

AI-assisted workpapers that turn prior-year backups and client uploads into review-ready files.

• Guide clients through a welcome, questionnaire, and upload flow
• Auto-build workpapers and requests from tax-software backups
• Auto-classify and OCR-parse uploads into workpaper items
• Prefill questionnaires from prior-year snapshots
• Manage items, variance, and expected documents firm-side
• Auto-attach dropped documents to matching open requests
• Fork workpapers to extension cycles, individually or in bulk
• Approve, reopen, and bulk-complete workpapers

An AI agent that acts on the firm's behalf to prepare returns, generate reports, and file documents.

• Acts securely on a client's behalf with scoped credentials
• Registers agent-generated returns and 8879s to client records
• Files agent-uploaded documents into the right client folder
• Reports and monitors agent job status and progress
• Schedules and bulk-updates tasks on its own
• Surfaces fallback tasks for steps it could not complete

Guided single and bulk onboarding that stands up firms, teams, and full client rosters.

• Step firms through a multi-part onboarding wizard
• Onboard a single client via a guided create-and-edit flow
• Bulk-onboard clients from a CSV plus prior-year return PDFs
• Auto-match uploaded returns to client rows in the background
• Review matched and unmatched clients before importing
• OCR-extract data from uploaded client documents
• Provision workspaces and system folders on activation
• Set up services, billing, ACH, and portal access at once

A built-in tracker that captures work automatically as staff move through the app.

• Start and stop a live timer to capture a work session
• Automatically record activity into each session
• Review time in session, daily, and weekly views
• Generate time reports from tracked entries