CAGos.

The CAGos platform

A place for the work.
Space for the people.

One connected view of the everyday details
that keep an accounting practice moving.

Open CAGos

01 / Dashboard

See what needs your attention.

Open work, upcoming deadlines, and items ready for review. Start with a clearer view of your firm, not another round of follow-ups.

Move from the overview to the work behind it. The dashboard brings priorities, the compliance calendar, and team activity into one place.

Explore your workspace
Your firm, at a glance
SF

Dashboard

A clearer view of the work ahead.
Open Work
Open work24Across your practice
Upcoming08A little planning ahead
Needs review04Ready for a closer look
Work in focusThis week
Work & clientStatus
GST preparationSample client A
In progress
Quarterly reviewSample client B
Needs review
Document collectionSample client C
Upcoming
Compliance calendar

November Sample month

MTWTFSS12345678910111213141516171819202122232425262728
Review & plan ahead
Illustrative product view · Sample data, not a live workspace

02 / Work & compliance

Give good work a clear rhythm.

Keep assignments, recurring schedules, deadlines, and reviews together, so the next step is easier to find.

Organize work by client and period, assign responsibility, and track progress through review. Compliance tracking supports your process; it does not file returns for you.

Explore your workspace
Your firm, at a glance
SF

Work & compliance

Give good work a clear rhythm.
Open overview
All workUpcomingNeeds review
Work in focusThis week
Work & clientStatus
GST preparationSample client A
In progress
Quarterly reviewSample client B
Needs review
Document collectionSample client C
Upcoming
Responsibility, deadlines, and the next step.
Illustrative product view · Sample data, not a live workspace

03 / Clients

A little more context. A lot less searching.

Keep client records organized and connected to the work your firm does for them.

Find the right client information without a separate spreadsheet for every conversation. Client records stay within your firm’s admin workspace.

Explore your workspace
Your firm, at a glance
SF

Clients

A little more context. A lot less searching.
Open overview
A
Sample client ACompany
Active
B
Sample client BPartnership
Active
C
Sample client CIndividual
Active
Client records, with the context to keep going.
Illustrative product view · Sample data, not a live workspace

04 / Documents

The right file, close to the work.

Organize documents and collect requested files through expiring upload links. Less back-and-forth, more context.

Keep document requests and received files in view. Clients can use a document-upload link without an account or a separate client portal.

Explore your workspace
Your firm, at a glance
SF

Documents

The right file, close to the work.
Open overview
Working papersOrganized by client
Folder
Bank statementSample client A
Received
Supporting documentsSample client B
Requested
Collect files through expiring upload links.
Illustrative product view · Sample data, not a live workspace

05 / Finance Tracker

Make everyday transactions easier to follow.

Keep the firm’s financial transactions organized, with accounts and categories that bring the details into focus.

Finance Tracker is for organizing transactions. It is not a payment gateway, invoicing service, automated bank feed, or replacement for accounting software.

Explore your workspace
Your firm, at a glance
SF

Finance Tracker

Make everyday transactions easier to follow.
Open overview
Transactions at a glanceOrganized. Categorized.
Easier to follow.
Office suppliesOffice expenses
Software subscriptionSubscriptions
Illustrative product view · Sample data, not a live workspace

06 / Team & HRMS

Make space for the people behind the practice.

Bring employee records, attendance, and leave administration into the firm’s workspace.

Partners and managers handle team administration with appropriate access policies. An employee record does not create an employee login or self-service portal.

Explore your workspace
Your firm, at a glance
SF

Team & HRMS

Make space for the people behind the practice.
Open overview
A
Team member AAttendance recorded
Present
B
Team member BLeave request
For review
C
Team member CAttendance recorded
Present
People administration, in one place.
Illustrative product view · Sample data, not a live workspace

Make room for what matters

A little less busy.
A lot more together.

See how CAGos can bring
your firm’s work into focus.

Open CAGos