Features
Practice
Workflow Management
Templates & Automation
Client Management
AML/KYC Compliance
Time & billing
Time Tracking
Billing & Invoicing
Leave Management
Features overview
Who it's for
Who it's for
For Accountants
Year-end accounts, VAT and bookkeeping in one place.
For Auditors
Audit engagements, KYC and risk assessments.
For Tax Advisors
Tax return cycles and advisory work, on deadline.
For Bookkeepers
Recurring bookkeeping and VAT across many clients.
For Law Firms
Matters, onboarding, AML/KYC and billable time.
For Corporate Service Providers
Company admin, statutory filings and share registers.
Who it's for overview
Pricing
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Knowledge Center
Client Management
Client Management
Add clients, manage contacts, capital structure, files, and custom fields.
How to Add a Client
How to Edit a Client
How to Add a Contact Relationship
How to Set Up Capital Structure
How to Transfer Shares
How to Execute a Stock Split
How to Record a Share Redemption
How to Add a Client Note
How to Upload Client Files
How to Assign Services to a Client
How to Share Client Access via Magic Link
How to Import Clients from Excel
How to Export Clients to Excel
How to Configure Custom Client Fields
How to Handle a Client Change Request
How to Generate a Share Certificate
How to Reduce Share Capital