Platform
Client Management
Every client, one record
Every client, contact, engagement, and tax date in a single record. Seven manager roles per client mean the right person is always assigned. Custom fields, hourly rate overrides, and twelve tabbed detail views give your team everything they need without switching systems.
Key Benefits
What you get
Seven manager roles per client — general, accounts, tax, VAT, payroll, PAYE, and audit
Twelve tabbed views per client covering every aspect of the relationship
Custom fields to track what matters to your firm
Dual view mode — toggle between card and table layouts
Saved table views with column pinning, sorting, and shared filters
Per-client hourly rate overrides for preferential pricing
Real-time presence indicators showing who else is viewing a client
See Client Management in action
Book a 20-minute demo and we'll show you how it works for your firm.