Masterful software, for accountants.
Messages, documents, e-signature and recurring work, all under one client record.
Bayside Dental Group / dashboard
| Task | Due | ||
|---|---|---|---|
| Sign 2025 Form 8879 | |||
| Collect bank statements | |||
| Reconcile payroll | |||
| File Form 941 for Q3 | |||
| Draft engagement letter |
Form 2848Awaiting client signature
Four tools, folded into one record
Everything that happens around a client lives on that client. Open the record and the whole relationship is there.
| In Suncea | In place of | How it works |
|---|---|---|
| Messages | Write to a client inside their record, with attachments. Email only tells them something is waiting. | |
| Documents | Clients upload and retrieve files in their own portal, and every file is kept in your firm’s own storage. | |
| E-signature | Prepare and sign envelopes on Suncea’s own pages. The signed PDF and its audit trail come back to the record. | |
| Recurring work | Routines create each task as it comes due, so the year runs from the record rather than from memory. |
A portal your clients will actually use
Your clients sign in with a link sent to their email, with no password to remember. They see their own messages and documents and nothing else.
It is deliberately small, so the easiest way to send you a tax return is also the private one, and nobody has to be walked through it.
Harbor & Pine CPA
- 2025 Form 1040
- W-2, Bayside Dental
- Charitable receipts
Recurring work that schedules itself
Set up a routine once, yearly, monthly or weekly. Each night Suncea creates the tasks that are coming due, so what is late and what is due this week are in front of you before anyone has to remember them.
- Collect bank statementsMonthly, on the last dayNext on
- Send payroll registerWeekly, on FridayNext on
- Send year-end organizerYearly, on January 5Next on