Want to stop wasting time and increase productivity?

CLIENT DASHBOARD

Shows vital client data in one place including emails to/from all users.

NO-FILING NO-TYPING COMMUNICATIONS

Creates emails, letters and text messages in seconds from the template library.

EMAIL MANAGEMENT

Auto-copies Outlook emails to client files. Inboxes shrink to manageable sizes.

HISTORY PREVIEW

Displays client history with emails as easily as flipping pages in a folder.

ACCOUNTS INTEGRATION

• Shows XERO, SAGE or QuickBooks transactions in the client dashboard.
• Posts invoices, credit notes and payments without logging in to the accounts software.

WORK MANAGEMENT – ACTION LIST

Controls deadlines and follow ups.

JOB MANAGEMENT

Shows jobs in the client dashboard, with their current status and value.

AUTOMATION

• Manages every kind of deadline work for accountants and commercial businesses.
• Sends client reminders, tracks key dates, and updates action lists.

TIME RECORDING

Records time in real-time or through time sheets.

COMPANIES HOUSE INTEGRATION

Downloads company addresses, directors and accounting deadlines.

CLIENT ON-BOARDING

Creates all on-boarding actions in each user’s action list with deadlines.

POST ROOM

Speeds up allocating scanned documents to clients or other users.

MAIL SHOTS

Outputs emails, letters, Excel spreadsheets or text messages with campaign management.

ENGAGEMENT LETTERS & CONTRACTS

Writes complex letters in seconds from templates with paragraph options.

ENCRYPTION

Sends encrypted files using government level security (AES256) to clients who decrypt them with private keys at www.docu-crypt.com