The Ultimate Cloud Accounting Suite

Feature
Simple Quoting

Behind the user interface is a large pricing matrix enabling you to set prices against specific services, including the quantity of work required. For example, number of monthly entries, transforming quoting into a tick box exercise!

Feature
On Brand Professional Quotes

Your quote will most likely be one of the first documents you exchange with your lead. Our quotes are sure to leave a lasting impression and improve rates of conversion

Feature
Built in E-Signatures

Once produced, send a quote via email to your client for signing. Once signed, you'll receive a notification within the system prompting you to start the onboarding process

Feature
Automatic Email Reminders

Can continuously be sent to your client after set time periods elapse reminding them to e-sign the agreement

Feature
Value Added Pricing

Using our pricing matrix makes it simpler to apply the concept of charging for value, rather than time. If you've struggled to implement it in the past or are curious to find out more, be sure to book a demo with us

Feature
Decentralised Quoting

No longer do quotes and proposals need to be a top level task, pass the responsibility to others within the practice in order to boost your practice's growth

BOOK A DEMO

Book a free demo

Be sure to ask for a free trial at the end of your demo to take the software for a spin yourself!

Recent Blogs

Audit Reports: Types, Advantages & Limitations of Audit Report
30 Oct, 2019
Audit Reports: Types, Advantages & Limitations of Audit Report

What is an Audit Report?  Audit report is a report prepared by the auditor covering company’s assets &…

Small Employers Relief
10 Sep, 2019
Small Employers Relief

Employer’s Eligibility for Small Employers Relief (SER)  An employer qualifies for Small Employers Relief (SER) in case he/she…

Shared Parental Leave and Pay
28 Aug, 2019
Shared Parental Leave and Pay

How Shared Parental Leave & Pay works? In case you are having a baby or adopting a child,…

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