Manage up to 150 clients with automated workflows, bulk filing, and a client portal — all from one seat.
Automated bank feeds, AI-assisted categorisation, and bulk filing mean you can manage far more clients than traditional software allows. Focus on advisory, not data entry.
One Accountant, 150 Clients
Clients upload bank statements, receipts, and documents through a secure portal. You review, process, and file — all without email attachments.
Client Portal
See every client's status at a glance — filing deadlines, outstanding queries, work in progress, and billings. Never miss a deadline again.
Practice Dashboard
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