Everything else, handled.
The all-in-one platform for professionals who want to focus on what they do best—while we handle the rest.
Trusted by 1,200+ businesses across tax, legal, and service industries
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Why professionals choose Et'al
One platform to run your entire practice
One Platform
Everything in one place: CRM, scheduling, documents, invoicing, and workflows. No more juggling multiple tools.
Client Portal
Give your clients their own login. Secure document sharing, messaging, and status tracking—all branded to your business.
AI-Powered
Automatic categorization, smart scheduling, and document handling that learns from your patterns.
Everything you need to grow
Powerful features that adapt to how you work
Contact & Business Management
Unified address book for all your relationships. Track individuals, companies, and the connections between them.
Smart Scheduling
Appointments, court dates, service calls—all in one calendar. Automated reminders and team availability.
Document Management
Secure uploads, version control, e-signatures. Share documents with clients through their portal.
Pipeline & Deal Tracking
Engagements, Matters, Opportunities, Jobs—whatever you call them, track their progress through customizable stages.
Unified Inbox
Email, SMS, in-app messages in one place. Templates and automation for common communications.
Workflow Automation
Build automations without code. Trigger actions on events. Reduce manual work and never miss a deadline.
Your clients get their own space
No more email chains. No more "did you get my file?" Your clients have a secure, branded portal that's always up to date.
- Dashboard with real-time status updates
- Secure document upload and download
- Direct messaging with your team
- Self-service appointment scheduling
- Online invoice payment
Welcome back, John!
Your Tax Return • 2025
Pricing built for your industry
Flat monthly pricing with generous user limits — no per-seat fees
Trusted by professionals
Join businesses that have streamlined their operations with et'al
“We replaced 4 different tools with et'al. Our team saves 10+ hours per week on admin work alone.”
Sarah Mitchell
CPA, TaxFirst Solutions
“The client portal alone is worth it. No more hunting for documents or 'did you get my email?' calls.”
James Lawrence
Partner, Morrison Law Group
“Finally, a system my whole team actually uses. Scheduling, dispatch, and invoicing—all in one place.”
Mike Rodriguez
Owner, ProHVAC Services
Ready to streamline your business?
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