• One view of your client, their work and communication

Key features

Get the whole team on the same page

Pre-built workflows are free

Pre-built workflows - Free!

Compliance is covered. Just add a smart service to a client and everything is scheduled for you.

email inbox

INBOX - New!

Fully integrated email that can be organised, prioritised, assigned and tracked for action.

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Automated emails

Automated emails

Chase clients for papers and keep them informed of progress with no extra effort.

Cloud Storage

Cloud Storage

Store documents and files directly with your client in the safety of the cloud.

Track adhoc requests

Track adhoc requests

Adhoc requests and regular work in the same place. Prioritise what's important right now.

Plan who and when

Plan who and when

Allocate work across unlimited team members up to 18 months into the future.

Get a 360 degree view of your clients

Get a 360 degree view of your clients

Keep notes, messages, meeting notes etc. in one place and share with your whole team.

Integration with Companies House

Companies House integration

Get company information including reference dates, Director details and addresses.

Widgets for monitoring and tracking

Widgets for monitoring and tracking

Library of widgets that you can drop on your dashboard to stay focused on your goals.

Get insights from your data

Get insights from your data

Find opportunities to improve or grow your business. Add insights to your dashboard for tracking.


Comprehensive help and support

We help you with onboarding

Assisted onboarding

Our Success Team will help you with the heavy lifting - importing your clients and contacts.

The Success portal is a library of resources

Success portal

A living library of resources to help you make the most of the platform.

Live chat

Live chat

You can chat to us in real-time throughout UK business hours. Try it out using the chat icon below.

Get a personalised demo, just for you

book a demo


Your business is unique

Get a tailored fit

Get a tailored fit

We don't tell you how to run or set up your business. You decide what works for you and how.

Create your own services

Your services

Build your own services with their own recurring job schedules.

Create your own insights

Your insights

Explore all your data to find the challenges and opportunities that matter to you.

Set and track your own goals

Your goals

You decide what you want to see in your dashboard and where.

Get started today with no obligation

try it for free