S
StripePayments
LiveCard and bank payments through the pay link on every invoice. The invoice turns Paid and the receipt goes out.
Lands inInvoice
Works with
Payments, plans and files, landing in the right place.
A payment from Stripe marks the invoice paid. A price from HealthCare.gov fills in the quote. A file from Google Drive goes into Documents, and a spreadsheet becomes your client book.
S
StripePayments
T
TwilioTexts · Coming
G
Google DriveFiles
H
HealthCare
IRS
IRS e-fileReturns · Coming
≡
CSV importClient lists
Snow AI
Invoice INV-1043Invoice
2026 tax preparation$350.00
State return$100.00
Total$450.00
StatusPaid
Paid by cardvia Stripe
Quote · Maria LopezGetCovered
Silver 94 $38 a month
Plan and priceFrom HealthCare.gov
NextAgent checks it
DocumentsDocuments
Garcia Bakery proposalFrom Google Drive · just now
NewEngagement letter · LopezSigned · 27 Sep 2026
Letter · R. OkaforDraft
Client bookCRM
Maria LopezInvite ready
John DoeConsulting
Garcia BakerySmall business
Ana PatelKept without an email
Stripe · HealthCare.gov · Google Drive · CSV import · Twilio texts and IRS e-file coming
Every connection
Four working today. Two on the way.
Each tile says what comes in and where it lands in the family.
Showing all 6 connections
T
TwilioTexts
ComingText messages to your clients from your office. Not switched on yet.
Will reachCRM
H
HealthCare.govPlans and prices
LiveReal plans and prices for your client’s state and income, straight onto the quote. Their plan then shows in their account.
Lands inGetCoveredPortal
G
Google DriveFiles
LiveBring your letters, proposals and reports across, so the next draft starts from what you already have.
Lands inDocuments
≡
CSV importClient lists
LiveEach row of your spreadsheet becomes a client. Clients without an email are kept, and can be invited to take over later.
Lands inCRMPortal
IRS
IRS e-fileReturns
ComingReturns sent straight to the IRS. Not live yet. Form 8879 is already signed through Sign today.
Will reachTaxSign
Using something that isn’t here? Tell us through Help.
Inside the family
The products connect to each other, too.
A return becomes a signature, the signature an invoice, the invoice a receipt in your client’s account. Nothing is typed twice along the way.
- 12026 returnTaxReady to sign Form 8879 goes to SignMaria LopezSingleEstimated refund$1,284
- 2Form 8879SignMaria Lopez Signed · 27 Sep 2026 Then the invoice goes out
- 3INV-1043InvoicePaid The receipt goes to her accountTotal$450.00
- 4Welcome back, MariaPortalAll in one place In English, Spanish or Hindi2026 returnSignedInvoice INV-1043Paid
CRM follows every step, and its Client view shows you exactly what Maria sees.More about Tax →
What we never do
Connected, and still kept apart.
Open health or tax records
Health records and tax records are each locked under their own key. No staff role can open them.
Sign in to your other accounts for you
You connect Stripe, Google Drive and the rest with your own login. Nobody here signs in to them on your behalf.
Call something live before it is
Twilio texts and IRS e-file say Coming, and will keep saying it until they work.
Bring what you already use.
One sign-up opens every product. Connect Stripe and bring your client list whenever you’re ready.
Examples shown are illustrative