One secure record for every client relationship
Client Management Software for Accountants
Client data, documents, communication, services and compliance status stored together and always current.
A complete client record
Entity filing data, officers, services, fees, deadlines and notes on a single screen.
- Auto-synced company data
- Service & fee register
- Contacts and roles
Communication that stays attached
Emails, calls and portal messages are logged against the client, not lost in someone's inbox.
- Shared inbox linking
- Message history
- Bulk client emails
Compliance you can prove
AML checks, risk assessments and engagement letters stored with dates and evidence.
- AML & risk status
- Engagement letters
- Document audit trail
Other solutions
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Import your clients, automate your deadlines and see the difference before you pay anything.