Better workflow so you can focus on helping people
Easily manage client data, documents and notes, track applications, and generate reports. Access your records anytime, from anywhere.
Privacy and security for your clients
Protect client privacy and confidentiality using secure Canadian servers to store data, and user-specific controls to safely determine access from any location.
Reliable onboarding and tech support
Quickly transfer records to our intuitive and user-friendly interface. Forget about tech maintenance. It’s in our hands.