Automated Records Requesting
Automatically chase records from clients via email and SMS. Set up requests for VAT and accounts records on an interval. Regular data follow-up for documents to the clients help us to get the data on time , submit the statutory reports with in the time and also help client to avoid the penalty.
E-Signing Built In
Client can sign into their portal and sign off accounts. The signed document will be automatically saved in the client's timeline. E-Signing is making process quicker and more compliant.
Self-generating Task List
Our practice management software is automatically builds a plan for our week based on deadlines and when we received records from the client. We can also rearrange and add items to our task list.
Our Practice Management software has built a secure document portal for GDPR. Both we and client can upload and share documents between each other.
The timeline feature allows us to view records of client emails, SMS messages, telephone calls, meetings and changes to their information all in one place.
Quick client engagement process
Clients have their own online portal which enables them to quick and easy sign up. They can complete the registration process, sign your terms and pay registration fees by card.
Missing Client Details
PM software allow us to view all clients with incomplete details in one place, ensuring we are online as the agent or have the necessary codes for filing, well before the deadline.
SMS Text Messaging
Send and receive text messages within the system, all without ever touching our mobile phone. Messages will be viewable in the client timeline.
64-8 Agent Authorisation
Excellent feature of software is submitting agent authorisation request to HMRC, then automatically chase agent authorsation codes (before they expire).
Digital AML ID Checks
Perform digital AML ID checks from within software. A simple, fully compliant, transparent and quick anti-money laundering check system.
Companies House Integration
Autofill records based on Companies House details - saving time and reducing human error from manual data entry. Plus, we'll be automatically notified of any Companies House changes.