Handover

filters and prioritizes accountant inboxes automatically so firms stop missing client emails, reclaim hours daily, and maintain faster response times during deadlines.

records and indexes your desktop and meeting activity so you reclaim lost information, avoid version-control chaos and respond to clients faster, reliably.

analyzes client meetings to extract actionable insights and sentiment, helping accounting partners upskill junior staff and reduce review time through automated quality assurance.

automates newsletter, proposal and blog creation so your firm consistently builds thought-leadership, nurtures leads and grows a predictable pipeline without extra head-count.