Standardise your service offering and allow clients to engage you online.
Set up individual services and create bundles. Include these in proposals or enable clients to purchase directly.
Import contacts from Xero, Quickbooks. Group entities together for easy maintenance.
Automatically onboard clients and collect their contact and account details.
Use digital ID verification to verify the identity of new clients (coming soon).
Write proposals quickly using pre-written agreements and services.
Once your client accepts the proposal, both parties will digitally sign the contract.
Bill in various ways, from installments to single payments. Enable direct debit or automated invoicing.
Your clients can access and digitally sign proposals via their mobile
Your client can setup all of their legal entities including all directors, beneficiaries and stakeholders. (coming soon)
Collect information from your clients including documents with ease. (coming soon)