Companies House Integration
Automatic Reminders
Document Management
Send Emails & SMS
Client Onboarding
Unlimited Invoicing
Assign Jobs To Team
Manage Agreement Service
Client’s Related Reports
Track jobs status
Maintain Clients Timeline
Explicit Jobs’ Reporting
Enhance client communication with automated emails and text messages. Craft customized emails and texts using our intuitive platform. Save time and ensure your clients stay informed every step of the way.
Manage All Types of JobsAssign tasks, set deadlines and track progress effortlessly. Say goodbye to manual reminders and focus on what matters most. Stay organized and productive with minimal effort.
Client Onboarding and AgreementsAutomate client onboarding with simple login process. Send built-in “Letter of Engagement or Agreements” get their e-sign in minutes without leaving your workflow.
Practice Manager’s smart dashboard offers complete business overview, monitor team performance, jobs status and upcoming task from anywhere.
Client PortalProvide secure access to documents, reports, and project updates in one centralized location. Strengthen client relationships by fostering transparency and accountability.
Time TrackingTrack your time effortlessly and gain insights into your productivity. Monitor billable hours, job timelines, and resource allocation with ease. Improve efficiency and profitability with accurate time tracking capabilities.
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