Centralise client communication, document workflows, and compliance processes. An All-In-One business platform designed to support accountants and bookkeepers.
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Client Communication Platform
Provide clients with secure, branded portals for document submission and communication, reducing administrative overhead. Single login system that manages and organises multiple relationships, accounts, and businesses from one interface.
Document Management
Advanced E-Signatures
Client Onboarding Tools
Workflow Automation
Fact-Finds, questionnaires
Quotes & Proposals
Payments (via Stripe or GoCardless)
KYC (via Yoti)
Enable clients to complete verification processes and submit required documentation through secure online portals, reducing manual processing time.
Enable clients to complete verification processes and submit required documentation through secure online portals, reducing manual processing time. Complete identity verification, adverse media checks, and data collection through automated workflows that ensure compliance whilst reducing manual processing.
Provide clients with branded, secure access to upload documents, view progress, and communicate directly, reducing email chains and phone calls.
Process client documents with EU-compliant, legally binding e-signatures and maintain GDPR, and security standards effortlessly.
Eliminate document chasing with automated client communication, secure submission processes, and customisable workflow templates that streamline administration across all client types.
Implement electronic signatures quickly, without the need for technical setup.
Integrate seamlessly with existing systems whilst benefiting from enterprise-grade security, and comprehensive audit trails.
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