We help professional service providers, such as accountants and solicitors, to fill the gaps in their practice management software using innovative solutions.

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Our technology has been proven to enhance the way professional services firms do business. Let us help you improve productivity and streamline your workflows.

Who we are

Transforming your practice management system into a well-oiled machine

We provide cutting-edge, innovative software that enables professional services firms to plug the gaps in their practice management systems.

listAre you tired of being tied up with time-consuming client onboarding processes?
list Have you faced a backlog of MTD VAT submissions from clients who don’t use MTD software?
list Struggling to manage your office space and meetings?
listSick of having to moving from one piece of software to another to ensure KYC, risk assessments and other document exchanges are all handled correctly?
Find out more
Services

Less admin • Less hassle
More time to concentrate on what matters most

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Client Onboarding

A one-stop shop for all your client onboarding needs. Our innovative tool allows your firm to process new clients efficiently while remaining compliant and reducing your overall workload.Discover more »
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Letters of Engagement

Our Letters of Engagement tool within our cloud-based onboarding platform, offers a fully integrated, automated solution to streamline client engagement.Discover more »
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Client Portal

A central, secure location for firms and their clients to upload and exchange documents in a speedy and efficient manner.Discover more »
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Desk Booking

This tool allows staff to book desks and car parking spaces in real-time. This allows firms to maximise desk utilisation for their hybrid workers.Discover more »
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MTD Bridging

A piece of software for accountancy firms which will help your clients who do not have MTD compatible software meet their VAT obligations.Discover more »
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Ongoing Due Diligence

Ongoing Due Diligence is designed to help accountants stay on top of Know Your Customer (KYC) and Anti-Money Laundering (AML) compliance throughout the entire client lifecycle.Discover more »
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Partners

With our years of experience in the software industry, we have made partnerships with a number of software providers that enable us to pass on their services to you at a discounted price.

General

Specialist

Contact us today and we can find out which
software is best suited to your practice.

Get in touch
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