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Cloud-based CRM, marketing, workflow, email automation, secure documents and insights for accountants and bookkeepers.

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
    • All contacts
    • View company director, reg office, and deadline info
  • Contacts
    • Accounting specifc fields
    • Client groups
    • Custom fields
    • Types
  • Documents
    • Client portal
    • E-signature
    • Storage
  • Forms
    • Conditional questions
    • Internal / external completion
    • Populate contact fields from form data
  • Other Features
    • Digital AML checks
    • See client specific practice financial data
    • See client's own financial data
  • Time
    • Manual time entries
  • Work and Work Templates
    • Kanban board
    • Overview filters
    • Statutory deadlines
    • Target deadlines
    • Work sections
    • Work status'
    • Work subtasks
    • Work tasks
    • Work templates
Cost (from)
£29.00
Trial
30 day free trial, fully functional, no credit/debit card required
Partner Program
Implementation partner program
Free Practice Subscription
No
Accounting Software
FreeAgent, QuickBooks Online, Xero
Data Sync
Manual, Real Time
Non-Accounting Integrations
CircleLoop, Companies House, Credas, GoCardless, GoProposal, Melu, Practice Ignition, The Pensions Regulator, Xavier Analytics, Zapier
Mobile OS Compatibility
No mobile app
Geographies Served
Australia, Canada, Ireland, New Zealand, South Africa, UK
Head Office
Bristol (UK)
Offices
Bristol (UK)
Support Channels
Email, Telephone
Support Availability
09:00 – 17:00 GMT, Mon – Fri
Training
On Demand Video, Self Guided, Third Party Led, Vendor Led
Two Factor Authentication
Yes
Sector
Accounting and Bookkeeping
App Category
Practice Management

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