Document Management Software for Accountants
Demonstrate your value to clients, eradicate confusion, and increase your win-rate with DocFlite
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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
Bid With Confidence
Clearly show your pricing for recurring and one-off services with ease.
Show your customers more detail with product images, product notes, discounts, units of measure and extra specifications.
Breakdown costings into separate headings and sub-total each different service groups.
Auto-calculate your VAT, profit and loss, and commission.
Quality checked documents
Using approvals, you can improve your level of confidence in the quality of documents that are created and sent.
Whether you are a “solopreneur” looking to get some external help or if you are part of a large team, approvals streamline the process of managing documents electronically before they are sent to your contacts.
Be Continuously Consistent
Take control of your quote presentation with Templates. Add your branding, content, pricing, e-sign and more.
Save your re-usable content in Content Libraries for quick document creation.
Unlimited Interactive Documents
(Starting from) £399 Setup & Onboarding
Get Started Today with DocFlite
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!