Overview
White-Label Portal
Deliver a branded client workspace that aggregates tasks, alerts, and evidence across every engagement.
Multi-Tenant Command Center
Switch between firms, assign tasks, and push bulk updates without logging in and out.
AI-Assisted Onboarding
Eliminate implementation lift and dramatically compress implementation timelines with our AI onboarding tooling
Unified functionality
Eliminate the need to reccomend multiple outdated technology solutions to clients and instead provide them with a modern consolidated experience
Partnership, not Competition
Greenboard has no interest in selling services and competing with you, unlike many other options.
Usage-Based Pricing
Align platform costs with billable work, keeping margins healthy as your book of business scales.