Messages

The question and the number, in the same place.

Included in: Every plan

Talk to your accountant next to the transaction you are talking about.

Next to the numbers

The conversation happens where the books are, not in an inbox with no context.

History stays with the engagement rather than in one person's email.

You and your professional are looking at one workspace.

1
Open the conversation
With the professional you work with.
2
Ask, attach, answer
Send a question, a document, or a screenshot of the transaction in question.
3
It stays put
The thread remains available with the rest of the engagement.

It is messaging inside the workspace, so the context is the books rather than a separate tool.

Yes — unread messages are surfaced in the portal.

Bring your own accountant into your books — the same workspace, not a shared export.

What your accountant needs from you, and what they are working on, without an email chase.

Jump on a call with screen share inside the workspace — no meeting link to send.

No credit card required. Bring your existing books with you — imports never count against your plan.