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PlatformEverything your firm needs, connected into one ecosystem.
IPCE is organised into eleven modules. Each one works well on its own, and better as part of the whole.
Identity
Set up your firm once — partners, team members, roles and professional profiles — and let the rest of IPCE build on that foundation.
- Firm profile and branding details
- Team members with defined roles
- Permission-based access across modules
Service catalogue
Define every service your firm offers — what it involves, what it costs and what a client needs to provide — once, so it’s applied consistently.
- Service definitions and pricing
- Document requirements per service
- Standard workflows for repeat engagements
Service delivery
Track every engagement from initiation to completion, so nothing depends on memory or a side conversation.
- Stage-by-stage progress tracking
- Assignment to specific team members
- Visibility into what’s pending firm-wide
Documents
Keep client documents in one organised, searchable place, tied directly to the service they relate to.
- Centralised, service-linked storage
- Requested vs. received document tracking
- Access controlled by role and client
Client portal
Give each client a secure, dedicated space to see their services, share documents and stay informed — without a phone call.
- Secure, individual client logins
- Service status visible in real time
- Direct document upload and download
Billing & invoicing
Generate quotations and invoices directly from delivered services, and track payment status without a separate spreadsheet.
- Quotations and invoices in one flow
- Payment status tracked per invoice
- Billing tied to the service actually delivered
Accounting
Keep financial records alongside the client and service data they relate to, rather than in a disconnected accounting tool.
- Records linked to billing and services
- A consolidated financial overview
- Support for standard firm reporting needs
GST & compliance
Keep recurring compliance work — the kind that repeats every month or quarter — organised and on schedule.
- Recurring compliance calendars
- Client-wise filing status
- Reminders tied to due dates
Financial services
Where applicable, organise mutual fund and other financial-service workflows alongside your other client relationships.
- Client-wise portfolio and holdings view
- Follow-up and renewal tracking
Firm website
Give your firm a professional public website, connected to the ecosystem that runs behind it, instead of a separate project.
- A public-facing site for your firm
- Service listings that reflect your catalogue
- An enquiry form connected to your workflow
Domains
Connect your firm’s own domain to your website and client portal, so your brand stays front and centre.
- Custom domain connection
- Your brand shown, not IPCE’s
See the platform in action.
Talk to us about which modules fit your firm today, and which you can add later.