Clients who send what you ask for.
A free client app, document checklists, engagement letters and e-signing, so chasing stops.
- Free forever, every accountant gets everything
- As many clients and staff as you like
- Built in Melbourne, data kept in Australia
What you can do
A free client app
Their documents, requests and returns, in their own free app.
Document requests and checklists
Clients upload against each item and it ticks itself off.
Engagement letters
Send engagement letters from your templates and get them signed.
E-signing
Returns, statements and letters signed online, with the signed copy filed.
Return progress
Clients can see where their return is up to.
Statements of account
Send a client what they owe you, in one tidy statement.
Invite by email
Pick the client, send the invite. Or do it all yourself.
Only the emails that matter
Requests, signing and documents. Never marketing from us.
Goes well with
- Risk and governanceAML/CTF for Tranche 2, ASIC company secretarial, TPB records and tight security, built in.
- Billing and insightTime, work in progress, invoices and debtors, plus reports on how the practice is really going.
- AI helpersSuggestions you accept, edit or reject. You stay in charge, and client details are hidden before anything is sent.
Set up your practice. It's free.
No per-client fees, no tiers, no sales call.