Our integration with Glide aims to offer the best of both world from two specialists: CRM/Practice Management from Glide and Document Management, Digital Signatures and Client Portals from MyDocSafe. Designed to be as seamless as possible for both accountants and their clients, the integration aims to meet growing demand for ‘deep integration’ between market specialists which is lacking in the current world of expensive “point solutions” and outdated “all-in-one” platforms. The first phase of the integration: Practice Document Management is now live. Phase two, which is scheduled for May 2020, will feature Digital Signature and Client Portals.
Glide is a process orientated Practice Management system designed primarily for Accountants and Bookkeepers working in Practice. The solution provides complete management and assurance over the progress and completion of client work, Xero integrated timesheets/billing, E-mail/SMS automation and Scheduling tools.