Single client record
Zero re-keying and one source of truth across every workflow.
Why a single client record matters
Duplicate data
Re-keying across tools creates errors and delays.
Siloed workflows
Disconnected apps break hand-offs and reviews.
Compliance gaps
Audit trails missing across key workflows
How it works in practice
Unified profile
One set of contact details.
Shared schema
Same fields across CRM, Bookkeeping, Tax.
Real-time sync
Update once, flow everywhere.
Audit trail
A full change history and audit trail across all work.
Key capabilities
Contacts & relationships
Manage client contact details and connections.
Engagements & LoE
Track client engagements and letters of engagement.
AML & identity
Secure store and organize client documents.
Document vault
Conduct AML checks and verify client industries.
Activity timeline
View chronological records of client interactions.
Change history & logs
Audit changes and maintain system logs.
Enterprise-grade trust and compliance
Security is built into every module, with controls designed for UK regulatory standards.
Ready to centralise your client data?
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