Ideal for individuals and small teams that want the essentials but without billing such as project management, secure emails, e-Signature and more.
Ideal for large firms and enterprises that want to streamline their workflow, billing and payment collection from clients.
| Edition Features | TEAMS | ENTERPRISE |
|---|---|---|
| Project Workflow | ||
| Client Request Automation | ||
| Partner Dashboard | ||
| Team Member Focused Task Calendars | ||
| Client CRM | ||
| Advanced Client Portals | ||
| To Do Lists | ||
| Phone Apps | ||
| Logo & Branding | ||
| e-Signature & Contracts Need more e-Signatures? | ||
| Secure Emails | ||
| Surveys & Intake Forms | ||
| Client File Sharing | ||
| Document File Sharing | ||
| Audit Trail | ||
| Time Tracking Coming soon | ||
| Automated Invoicing Coming soon | ||
| Interim Billing with WIP Tracking Coming soon |
Come see what three years of focused development and real-world experience can deliver.
FUSION WORKFLOW — charting a smarter course for Canadian accounting firms.