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Quick Task Creation

Create tasks instantly with minimal input, keeping your workflow fast and efficient.

Detailed Task Creation

Add priorities, assignees, and deadlines to build fully detailed and structured tasks.

Recurring Task

Automate repeating jobs by setting flexible recurrence schedules for ongoing tasks.

Global Search

Quickly locate any task, client, or deadline across the entire system.

Customise Task Page View

Adjust layouts and views to fit personal preferences or team workflows.

Strong Filters

Narrow results by tags, deadlines, assignees, or status to stay organised.

Task Card

See all essential task information at a glance in card format.

Task Details View

Expand tasks for complete information, attachments, subtasks, and notes in one place.

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Client Journey

Track full client lifecycle from onboarding to ongoing services.

Client Onboarding

Simplify client setup with structured steps and automation.

Companies House Sync

Automatically fetch company details and filing deadlines.

Manual AML

Record and store Anti-Money Laundering checks manually.

Centralised Client Information

Store all client info, services, documents, and notes in one profile.

Client Card

Quickly view essential client info without opening full profile.

Client Timeline

View chronological history of tasks, services, and communications.

Client Notes

Add and update notes to capture important client details.

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Total Clients

Active, inactive, archived, and new onboarded this month.

Client Movements

Clients onboarded vs clients left, with summary and dates.

Task Summary

Pending, overdue, due soon (30 days), due in 3 months, due in 6 months, and on hold.

Service Breakdown

Number of tasks and deadlines by service (Accounts, VAT, Payroll, SATR, etc.).

Upcoming Deadlines

Nearest internal and external deadlines for quick action.

Overdue Deadlines

Critical overdue tasks needing immediate attention.

Workload Summary

Total hours available vs assigned hours vs remaining hours.

Team Performance

Time logged daily, weekly, monthly by each user.

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Unlimited Services & Workflows

Create unlimited internal and external services with flexible workflows tailored to your firm.

Service Name

Define the name of the service for easy identification and organisation.

Service Type (Internal / External)

Categorise the service as internal workflow or client-facing activity.

Status (Active / Inactive)

Control whether a service is available for use or disabled.

Estimated Time (Hours / Minutes)

Set the standard completion time to help with workload planning.

Frequency Options

Choose recurrence like daily, weekly, fortnightly, monthly, quarterly, or yearly.

Trigger Date

Link a trigger date to custom fields for automated scheduling and reminders.

Add Custom Fields

Add extra data points like Year End Date or VAT Quarter End.

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Create Team & Select Team Lead

Build teams, assign leaders, and view them in groups.

Add / Invite New Users

Invite unlimited users to the system with simple onboarding.

Create Email Templates

Build unlimited reusable email templates for tasks, reminders, and client communication.

Setup Employee Roles & Permissions

Define user roles and control access with detailed permission settings.

Confirmation Statement Checklist

Prepare and submit your company’s annual confirmation statement to Companies House, ensuring all shareholder and company information remains accurate and compliant.

Send Emails from Your Domain

Connect your domain to send branded, professional emails directly.

Create Tokens

Generate dynamic tokens for tasks and emails to personalise communication automatically.

See Notifications

Receive real-time system notifications and mark them as read when actioned.

Create Your Own Profile

Personalise your profile with details, profile picture, and preferences.

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Create a Form

Build forms, embed them on your website, and capture leads directly into the CRM.

Lead Management

Track, organise, and manage leads through the complete sales cycle.

Lead Notes

Add notes to record conversations, updates, and client requirements.

Lead Tasks

Assign and track tasks related to specific leads for better follow-ups.

Lead Status

Manage lead progress using custom statuses reflecting each sales stage.

Lead Pipeline

Visualise leads in a pipeline view to track conversions clearly.

Lead Source

Track where each lead originated from for better reporting and insights.

Unlimited Leads

Add and manage unlimited leads without any system restrictions.

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Create Templates

Build reusable proposal templates to save time and maintain consistency.

Create Products & Services

Add products or services into a catalogue for faster proposal creation.

Add in Categories

Organise services into categories for quick and structured selection.

Send LOE via Email

Collect secure electronic signatures to approve proposals faster.

Convert to Client

Convert accepted proposals into active client records instantly.

Get E-Signature

Collect secure electronic signatures to approve proposals faster.

Global Search

Quickly find any proposal or document using system-wide search.

Strong Filter

Filter proposals by status, assignee, category, or date range.

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Resources

View Our Latest Blogs

Explore and stay updated with our latest insights, tips, and stories on our blog!

How to Guides

Clear, actionable guides showing you how to complete tasks efficiently.

Getting Started

Everything you need to begin—simple steps, basics, and setup instructions.

Troubleshooting & Errors

Quick solutions to common issues, errors, and problems you may encounter.

Year End Accounts & CT600 Checklist

Ensure your company’s year-end accounts and CT600 corporation tax return are accurately prepared, reviewed, and submitted on time to HMRC.

Confirmation Statement Checklist

Prepare and submit your company’s annual confirmation statement to Companies House, ensuring all shareholder and company information remains accurate and compliant.

Bookkeeping Checklist

Maintain up-to-date records of all income, expenses, and financial transactions, ensuring accuracy for management accounts, VAT, and year-end reporting.

Management Accounts Checklist

Prepare monthly or quarterly management accounts to monitor cash flow, track financial performance, and support informed business decisions effectively.

Payroll Processing Checklist

Process all employee payrolls accurately, calculate deductions, pensions, and PAYE, and ensure timely submissions to HMRC for compliance purposes.

CIS Monthly Filing Checklist

Calculate and submit Construction Industry Scheme (CIS) monthly returns to HMRC, verifying subcontractor deductions and payments are correctly reported.

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How to Create a Detailed Task

1. Access Custom Task Creation 0:00

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Click on the ‘custom task’ option.
Ensure the toggle for ‘detail task’ is turned on.

2. Name the Task 0:10

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Enter a name for the task (e.g., ‘Task number one’).

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Updated on January 27, 2026