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Cloud-based Onboarding & Practice Management Software built by accountants, for accountants. Auto populated LoEs, e-signing, document storage, AML ID, Credit checks & client portal + task management & internal/external communications.

Practice Management Features

  • Communications
    • Automatic client reminders
    • Automatic records requesting
    • Client tasks/requests
    • Client timeline
    • Job notes
    • Notify team members
    • Send email
    • Send text messages
  • Companies House
    • Add company
    • Add people
    • Main contact
    • View company director, reg office, and deadline info
  • Contacts
    • Accounting specifc fields
    • Client groups
    • Custom fields
    • Types
  • Documents
    • Client portal
    • Client timeline search
    • E-signature
    • Storage
  • Forms
    • Internal / external completion
    • Populate contact fields from form data
  • Other Features
    • 64-8 authorisation
    • Chase debtors
    • Credit checks
    • Digital AML checks
  • Proposals & Engagement
    • Engagement letters
    • Proposals
  • Reporting
  • Time
    • Manual time entries
    • Time & budget estimates
    • Time clock
  • Work and Work Templates
    • Overview filters
    • Statutory deadlines
    • Target deadlines
    • Work status'
    • Work subtasks
    • Work tasks
    • Work templates
Cost (from)
30 day free trial, fully functional, no credit/debit card required
Free Practice Subscription
Partner Program
Franchisor partner program
Accounting Software
FreeAgent, QuickBooks Online, Sage Business Cloud, Xero
Non-Accounting Integrations
Companies House, Gmail, GoProposal, HMRC, Office 365, Stripe, Zapier
Data Sync
Real Time
Mobile OS Compatibility
No mobile app
Head Office
Warwick (UK)
Warwick (UK)
Geographies Served
Ireland, UK
Support Channels
Email, Live Chat, Telephone
Support Availability
09:00 – 16:30 GMT, Mon-Fri
Self Guided
Two Factor Authentication
App Category
Practice Management
Accounting and Bookkeeping

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