From member rosters, reservations and orders to attendance, invoices, task management and accounting links. Turn on only what you need. For staff and members alike, on desktop or phone, in Japanese or English.
Operated by CLT NY INC., New York. 🎁 We'll also build an app just for your business — free →
Every individual return (1040, state, extension) runs its own loop: collect documents → prepare → review → fix → file. Track them in spreadsheets and email and it soon becomes unclear who is doing what, and what is still missing.
Create a task per client with assignee, due date, documents needed and reference files. Assign the same work to several people at once.
Assignees see a red count of open tasks in their menu. Drafts and receipts are uploaded straight to the task.
When done, send it for review. The reviewer's menu shows the count too.
Approve to close it, or send it back with a note. Every step stays in the task's history.
↺ Sent back? Fix it and send it for review again
See everything in columns — to do, in progress, sent back, in review, done — with overdue items in red. Jump from per-person counts to that person's list.
With the tax questionnaire app, clients answer questions and upload W-2s and 1099s from their phones. Your firm tracks progress and downloads the answers (CSV) and files.
“The W-2 arrived”, “What about this expense?” — message teammates in the app and attach the document. A pop-up appears on any screen and you can reply on the spot.
Type “tax return” and see the related tasks, questionnaires and how-tos in one place.
Send the form, wait for it to come back, read the handwriting, retype it into your tax software — every year. With the tax questionnaire app the whole thing happens on the web.
See each client's completion by section, signature and submission date — and spot who hasn't started.
Per client, see each item's answer, uploaded files, USD conversion and last update in a table — or show only what's missing.
Download an input sheet for ProConnect, a Schedule D CSV, or a ZIP of all data and files.
When a questionnaire comes in, assign “Prepare 1040” as a task and review it in the same app.
When guests order from the menu on their phones, the order lands on the kitchen board instantly. Each time the kitchen moves it along — start cooking, ready, served — the guest's screen updates within seconds.
Right from the table, guests open “Order” in the member app or the web menu.
Tap + to add. The total, with tax and service, appears below. Allergy notes too.
Tap “Send order”. For takeout, pick a pickup time. No order-taking or re-keying by staff.
It chimes into the “New” column, and the guest's screen says it was received.
The card moves to “Preparing”, and within seconds the guest's screen shows it's being prepared.
The guest sees it's coming right up, and the floor team sees what's ready to serve.
The guest sees “Enjoy”, and the card leaves the board so the kitchen can focus on what's next.
Totals are split by members, non-members, app payments and unpaid, and can go to QuickBooks at close.
In the member app or on the web, with table number, pickup time and allergy notes. Staff can enter walk-in orders too.
New orders chime in. Cards change color at 10 and 20 minutes so waiting orders stand out.
The guest's screen changes on its own: cooking, on its way, enjoy your meal.
Served orders become sales, and the daily close can send them to QuickBooks.
Switch on only what you use. Add or remove apps any time with a single checkbox.
Is part of your work still running on paper, Excel, Word or an old Access database? Show us how you do it today. We'll build an app around those exact steps and add it to your company's Apps — at no extra cost.
Send the Excel files, paper forms or Access database you use today. We'll ask who does what, and when.
Try it on real, working screens and tell us what to change.
It appears under Apps in the menu. Choose who can use it on the Features screen — and it can reach staff, members and the iPhone app too.
Once you're using it, just tell us what you'd like to change.
Member card, event RSVPs, reservations, table ordering and news in one app, reflecting each company's own settings.
Send us your business name and contact details.
We review it and send your address and sign-in details.
On the Features screen, choose the apps and who can use them.
Import your roster and invite staff; role-based guides are ready.
Tell us which features you need or what isn't working today — including managing tax season at your firm.