Easily store and organize client information and use the data to
generate letter
templates using the CRM. Read
More...
Share and receive documents securely with your clients and also have
them digitally approve and sign documents using Portal. Read
More...
Integrate with a wide range of external software such as OneDrive,
SharePoint, XERO, Google Drive, etc to access all documents in one
place. Read
More...
Import Client records and
updated information easily with our Companies House Integration. Read
More...
Plan your day better with our
tools such as Calendar, task manager and CRM tasks, furthermore
these get logged in client activities automatically. Read
More...
