SMB for advisor practices
More clients. No lost context.
Bring your team onto SMB, see every client’s stage in one list and keep each client’s access separate.
Get started as an advisor- Fieldwork Plumbing
- Engaged · Next: add the third year of tax returns
- Riverbend Coffee
- Engaged · Next: review the catering margin
- Goodwell Dental
- Contacted · Next: follow up on the claim link
- Juniper Goods
- Prospect · Next: send the claim link
Work as a team. Each client still decides.
Your firm shares one list. Each client’s business and records stay separate.
Invite your team
Add colleagues to your firm and choose what each person can do.
Each client says yes
Joining your firm doesn’t open any client’s records. Every owner accepts your firm on their own.
Owners stay in charge
An owner can remove your firm’s access any time.
Every client’s stage in one list.
See where each client is and what comes next, so nobody has to ask.
How one client worksFrom first contact to working together
- Prospect
You’ve added the business. Nothing changes for the owner yet.
- Contacted
You’ve sent the owner your link.
- Engaged
The owner said yes. You work in their business together.
- Listed
The business is listed for sale.
Questions firms ask.
Get your firm started.
Add a business, send the owner your link and bring your team in when you’re ready.