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Automate and accelerate

Work efficiently!

Collect information and documents from a digital archive. Get your clients to share documents with you on a regular basis and allow yourself to work at your pace.

Forget the end of quarter rush: process documents regulary.

Eliminate Paper.

Need more information from your client? Ask it right away, on the document.

TOCO is your to-do list.

See the total client file:
company information
conversations
documents
deadlines
to do's
all in one place, TOCO.

The financial compass that keeps you on track

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