Built from the ground up for auditors, accountants and advisers, our cloud-first software has been developed with the ever-changing needs of firms and their clients in mind.
Simplify the way you work and collaborate across your team with our feature-packed paperless working papers.
Audit – Streamline the audit process to save time and resources, while delivering standardisation.
Year-End – Improve your year-end with our automated solutions that enhance your existing process via the cloud.
Personal Tax – Discover the fastest and most efficient way to deliver personal tax services to clients.
Workflow Management – Take back control of spiralling workloads, enjoy greater visibility, cut down on revenue-killing admin and power productivity.
PDF Annotation – Draw, highlight, underline, and sign PDF documents as if they were paper pages in front of you.
Enhanced Risk Assessment – Summarising and simplifying all of your audit risks within your audit files.
Checklists – Eliminate the chasers and get the information you require from clients at year-end or during the busy tax season.
Excel Connect – Re-wired for the cloud, Excel Connect allows you to harness your Excel spreadsheets as part of a robust workflow solution.
Client Portal – Collaborate and exchange documents with your clients directly on your working papers on our secure platform.
Firm Portal – Interact with external accountants in a secure platform to facilitate the exchange of documents and working papers.
Client Manager – Effortlessly validate processing done by clients, compare data, and enter adjustments for management reports.
Cloud-first solutions are the foundations for future success.
Giving clients the means to leverage data and AI as these technologies advance.
Want to create a path to success?