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A highly configurable workflow management system for Accountants. Offering timesheets, WIP, fees, staff scheduling, e-mail/SMS automation and Xero integration.

Workflow and Practice Management Features

  • Companies House
    • Add company
  • Contacts
    • Accounting specifc fields
    • Client groups
    • Custom fields
    • Types
  • Documents
    • Storage
  • Time
    • Approve time
    • Manual time entries
    • Time clock
  • Work and Work Templates
    • Kanban board
    • Overview filters
    • Statutory deadlines
    • Target deadlines
    • Work sections
    • 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
Implementation partner program
Accounting Software
Mobile OS Compatibility
No mobile app
Non-Accounting Integrations
CCH, Companies House, Digita, Google Drive, MyDocSafe, Zapier
Head Office
Peterborough (UK)
Peterborough (UK)
Geographies Served
Australia, Canada, Ireland, New Zealand, UK, USA
Data Sync
Real Time
Support Channels
Email, Live Chat, Online Help Centre, Telephone, Web Form
Support Availability
08:00 – 18:00 GMT, Mon – Fri
Live Online, Self Guided, Vendor Led
Two Factor Authentication
App Category
Workflow and Practice Management
Client Sector
Accounting and Bookkeeping