Document Management Software for Accountants
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A workflow management tool for accountants that allows for the creation, sending and tracking of quotes, proposals, contracts, onboarding forms, and more
Optimize the process of generating quotes by integrating your pricing database into your workflow as an accountant.
Achieve operational efficiency by importing pricing information from well-known accounting software such as Sage Business Cloud, QuickBooks, and Xero.
Streamline Your Processes
Eliminate tedious tasks in your accounting business with the use of workflows.
Automate processes that create specific document types based on a series of tasks to increase efficiency. For instance, when a client approves an estimate, a quote document can be automatically generated, saving you time and improving productivity.
Bid With Confidence
Optimize your estimate generation process and enhance your chances of securing new clients with our cutting-edge software. Equipped with features such as product images, in-depth descriptions, and cost analysis, you can effectively communicate your pricing for both recurring and one-time services.
The software accurately calculates VAT, profit/loss, and commission, freeing up your time and reducing the chance of human errors. Say goodbye to cluttered and confusing estimate presentations and hello to a more polished and streamlined bidding process.
Quality checked documents
Improve the accuracy of your documentations with the use of an approval process in your accounting firm.
With approvals, you can ensure that all documents are carefully reviewed before they are sent to clients. Whether you’re a solo practitioner or part of a larger team, the approval process streamlines the document verification process, providing an additional level of confidence in the quality of your work.
Be Continuously Consistent
Improve the presentation of your accounting firm’s quotes with customizable Templates. Add your company’s logo, important details, pricing, electronic signatures, and other elements to make your quotes professional and polished.
Streamline your document creation process by storing your frequently used content in Content Libraries for quick and easy access.
Per user/month/minimum 4 users
Unlimited Interactive Documents
(Starting from) £399 Setup & Onboarding
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Banish excel, word/pdf, email and verbal quotes with software that’s so easy and yet so powerful, you’ll wonder how you and your team ever coped without it!