Multi-partner practice management with team workflows, client allocation, WIP tracking, and practice analytics.
Allocate clients to team members, track work in progress, and monitor team utilisation. Partners get practice-wide visibility while staff focus on their allocated clients.
Team & Partner Management
Standardised workflows for year-end, VAT returns, payroll, and Self Assessment. Track progress, set review stages, and ensure consistency across the practice.
Workflow Automation
Revenue per client, per service line, and per team member. Identify your most profitable clients and services, and make informed decisions about practice growth.
Practice Analytics
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