Access all of your practice’s key data in one place, so you can get a connected perspective of your firm. Share and receive real-time information between individuals and teams, regardless of location. Access the solution anytime, anywhere.
Track, see, and analyse the financial performance of your practice and the status of your client jobs the way you want, in real time, using customisable dashboards and reports. Drill down to the level of information you need.
Create jobs and tasks, assign them to team members, and monitor progress easily. Track and optimise resource utilisation with built-in reporting.
Record time and expenses against jobs easily, and monitor work in progress in real time. Bill clients on a fixed-fee or hourly basis, and create invoices on an in-full or phased schedule. Keep track of debtor balances to maintain cash flow.
Manage and stay connected to your clients through a central list. Add links to clients’ accounting systems; get notified of jobs and tasks that are due, overdue and have upcoming deadlines; view and update contact details and initiate and review communications.