Bookkeeping, accounting, and tax firms
Compliance workflows for accounting and tax firms
Firm work fails when the owner’s mental list is the system of record. NO COMPLIANCE gives owners, admins, and assistants a shared view of each client company — with roles so the portal stays separate from internal work.
Roles that match a small practice
Owners and admins see the organization. Assistants and secretaries work the companies they are assigned. Clients never land in the staff workspace — they use a portal scoped to their companies.
That separation is the point: staff can collaborate on the same client without handing out a master spreadsheet or a shared inbox.
Assignments instead of tribal knowledge
Company assignments decide who can open a client’s compliance record. Operations tasks can be split across steps so more than one person can complete a cycle.
Studio (Most Popular) supports up to 5 staff and 50 companies. Firm supports up to 12 staff and 200 companies.
What we do not pretend to be
We do not replace your general ledger, e-file engine, or professional judgment. The product organizes the recurring compliance work around those tools.
Questions
Can two staff members work the same client?
Yes. Assign both to the company and use shared workflows. Clients still only see portal documents and requests you choose to share.
How are firms isolated from each other?
Each practice is its own organization. Company records are checked against the signed-in organization before staff can read or update them.