Built for Israeli CPA firms
One workspace for every client, report, and accounting workflow.
Manage client entities, CRM work, reports, messaging, and SmartBill-connected accounting data — from one clean, opinionated workspace.
Built right
Designed around how CPA firms actually work
Multi-tenant by default, entity-aware data model, and clear product spaces for the work you do every month.
Firm tenancy
WorkOS Organizations map to CPA offices and Convex mirrors memberships and roles end-to-end.
Entity-aware CRM
Osek murshe, ltd companies, nonprofits, partnerships, and individual files are first-class.
Workflow ready
Reports, questionnaires, messaging, tasks, and SmartBill sync each have clean product spaces.
Setup readiness
Connect once, ship the rest of the year.
The dashboard supports preview-safe rendering when Convex or WorkOS env vars are missing — so initial setup never crashes the product. Fill in the credentials to unlock the live data path.
Stack
A modern foundation, end to end.
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