The Ultimate Cloud Accounting Suite

Feature
Tasks & Workflows

Automatically generated task lists based on data from HMRC, Companies House and Nomisma, ensures you'll never miss a deadline again!

Feature
Lead Management

Stay on top of new business leads, monitor the lead sources and ensure your marketing budget is used in the most effective way

Feature
Lead Capture

Keep records of all potential clients, whether that be website traffic, business cards, LinkedIn connections or client referrals. Maintain contact and increase conversion rates!

Feature
Time & Fees Reporting

Eliminate revenue leakage, accurate time records allow for easy, accurate client billing, as well as client profitability reporting

Feature
Automated LOEs

Nomisma makes it unbelievably simple to produce professional looking letters of engagement at the click of a button

Feature
Document Management

Store any document within a specific client's profile, a secure, centralised method of storing documentation

Feature
Mass Email & SMS

Send promotional offers to leads in bulk. Simply select the leads you'd like to contact, type the email within the system and it'll be sent through your native email provider

Feature
Robust Reporting

Report on many aspects of your CRM, such as; lead sources by month, conversion rates by staff member and many more!

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

Tips to Boost Accounting Productivity
2 Jul, 2020
Tips to Boost Accounting Productivity

Various different methodologies are adopted by small but growing practices in order to increase their productivity and improve…

Tips to Avoid a Cash Flow Crisis
24 Jun, 2020
Tips to Avoid a Cash Flow Crisis

Cash is considered king for most businesses, it’s vital to the survival of almost every single one of…

The Benefits of Cloud Accounting for Small Business
17 Jun, 2020
The Benefits of Cloud Accounting for Small Business

Technology plays an important role in today’s world and cloud accounting software is considered one of the most…

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