Integrated Document Management

IPS and IPS Cloud software used for business restructuring and insolvency practices.

CCH Accounts Production software is used by accountants to automate common accounting processes.

Xplan and Adviser Office are software tools designed for financial services including financial advisors, wealth management and brokers.

Email and calendar integration, helping individuals and businesses get organised.

Sage is a popular accounting and tax cloud-based software. It helps businesses process their finances and stay compliant with HMRC tax standards.

Thomson Reuters Digita Professional Suite improves efficiency for accountancy teams.

Microsoft Office is widely used to create and edit documents, presentations, spreadsheets and more.

Iris has a range of products that improve productivity across multiple sectors including education, accounting, HR, and Financial Management.

A workflow solution for MGAs, brokers, and insurers.

Intelliflo provides an intuitive solution for financial advisors.

Salesforce are a leading Customer Relationship Management (CRM) tool for any size business.

Xero practice manager is a small-business solution which makes keeping track of accounts simple.

Accounting, and business management solution for all industry sectors.

Reckon APS is a Practice Management software made for accountants.

A popular workflow software for financial services.

FuseDocs allows users to send documents to clients quickly, designed for financial and accountancy services.

Postworks allows you to send physical post from your computer.

Relate is a Practice Management and tax compliant automation solution for accountants and tax services.

Tax and accountancy Practice Management software for professionals in practice.

Software designed to help brokers, MGAs, and insurers in the insurance industry.

Time4Advice’sprogram Curo creates solutions across the whole of a business involved in financial advice and wealth management.

CRM and marketing software to automate marketing tasks for small businesses.

Financial planning and administration software designed to make back office, and front office tasks more efficient.

E-commerce software for the insurance, financial, and healthcare sector.

A practice management software for legal practices.

Mortgage and general insurance workflow management software.

Accounting sector Practice management system suitable for firms of all sizes.

SugarCRM is a sales-based Customer Relationship Management tool which automates repetitive and arduous office tasks.

A cash flow modelling and practice management solution for financial advisors and planners.

Point of Sale system and cash flow planning tool for professional independent financial advisors.

A CRM tool for businesses without subscription fees.

Business process automation mobile CRM system for financial planning and wealth management.

Star provides accounting software that deals with payroll, payslips, and auto enrolment.

LexisNexis provides practice management and legal drafting, and other professional legal solutions for those in the law sector.

ATOmate integrates directly with the ATO to automate the processing, checking and distribution of ATO documents.

Affordable small business Customer Relationship Management (CRM) software with inventory capabilities.

World-leading IPS software for insolvency practitioners.

Frama specialises in providing mailroom solutions for the education and other sectors and supply franking technology.

A cloud-based accounting Practice Management system for accountancy firms of all sizes.

Plum offers customisable workflow CRM software for investors and other financial services.

A cloud-based back office solution for Independent Financial Advisors.

Complete CRM software and cloud-based solution combining email, analytics, customer service, and financial recording.

A compliance software which saves time through automating workflows for company and trust management.

Customer Relationship Management online solution for small to medium-sized businesses.