PP

Pretty Penny

Client Hub

Workspace

Dashboard
Clients

Close Workflow

Month/Qtr Close
YE Bookkeeping
Recon Center

Automation

Discovery Intake
Prospects
Templates
Tax Strategy AI
SOP Generator

Stack

Integrations

AF

Ashley Ford

Owner

Prospects Pipeline

Discovery intakes awaiting review and conversion

Prospect	Business	Entity	State	Email	Status	Created
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