LodgeiT contains a range of useful client engagement tools and capabilities

that will help your firm connect with and service those clients more effectively.

Client Engagement Platform

LodgeiT has developed a powerful system for sending proposals and getting paid. Learn More

Digital Signing
Get tax forms financial forms signed fast and effectively.
Easy client signing process.

Email Client from LodgeiT
Digital signing requests go to your client from your email address.

Need to bill your clients? Get a free copy of QuickBooks Online Accountant & easily Sync clients with LodgeiT for easy billing.