Onboard new clients to your firm with ease
Automate new client onboarding
Automate proposals and letters of engagement
Choose from over 40 email templates that were designed by accountants. Services will be automatically populated in proposal and letter of engagement emails.
AML ID checks, credit screens and risk assessments
Submit anti-money laundering ID checks and credit screens with an AML risk assessment designed by a former HMRC tax investigator. Determine risk level of a new client using a built-in checklist.
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Convenient and secure e-signatures
- Clients can e-sign forms and documents through the system
- Cuts down on time spent acquiring signatures
- Signatures are tracked and timestamped in client timeline
Boost the speed of professional clearance
- Automatically send professional clearance emails
- Request the relevant information you need
- Template written for you already, ready to send
- Previous accountant will get reminders until you have what you need
Companies Registration Office integration
- Pulls in compliance deadlines from the CRO
- These deadlines can then become the foundation for your task list
