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SolutionsBuilt around how your practice actually works.
The modules stay the same. How they’re used looks different depending on your practice.
CA firms
Manage accounting, taxation, GST, billing, documents and client workflows from one place, so filings and client records stay in sync.
- GST and statutory filing tracked against due dates
- Client documents linked to the relevant filing
- Billing generated from work actually delivered
CS firms
Manage corporate services, compliance workflows, clients and documentation for the companies your firm represents.
- ROC filings tracked per company
- Board resolutions and statutory registers stored centrally
- A client portal for company secretaries’ clients
Law firms
Manage clients, professional services, documents and billing together, with a clear view of active matters.
- Matters tracked as services from intake to closure
- Case documents organised by client and matter
- Billing tied to time and services delivered
Financial professionals
Organise clients and financial-service workflows with a clear, connected view of what each client holds and needs.
- Client-wise portfolio and holdings view
- Renewal and follow-up reminders
Insurance professionals
Manage clients, policies, documentation and renewal follow-ups in one connected workspace.
- Policy documentation stored per client
- Renewal reminders tied to policy dates
Consultants
Manage professional services and client operations without switching between separate tools for each part of the work.
- Engagements tracked from proposal to delivery
- Billing linked directly to delivered work
Find the right fit for your practice.
Tell us about your firm and we’ll walk you through the modules that make sense to start with.