Action ready fact-find and onboarding
Logic based fact find forms with field validation and automated address lookups.
Automatic integration with the Companies House in the UK
Design engagement letters
Create a catalogue of your services and charges
Design your engagement letters, control their look and feel and branding
Pick required services from a drop down menu for automatic addition to the engagement letter
Send the engagement letter for digital signing. Control who signs first. Works on any devise.
Upload your tax reports for approval by the client.
Specify the fee.
Require the client to pay before they can see and approve the return.