DarkLion Help Center
Everything you need to get the most out of DarkLion — for staff, accountants, and bookkeepers.
Getting Started
New to DarkLion? Start here.
CRM
Manage relationships, people, and companies.
Documents
Upload, organize, and deliver files to clients.
Client Portal
Invite clients and manage their experience.
Pipelines
Track client workflows with kanban boards.
Messaging
Secure client communication inside DarkLion.
Tax Organizer
Collect client documents with smart checklists.
Emma AI
Your AI agent with full firm intelligence.