Keeping you and your clients connected

Managing your accountancy clients through a digital client portal doesn’t have to feel impersonal.

Your Meet the Team page is where you can introduce yourself to even your most remote clients. Fully customisable, you can detail who works on your team with photographs and bios. You have full flexibility to add, edit and remove team profiles whenever you require, all through the secure cloud portal. Get your team involved with writing their own profiles!

Example of the meet the team feature on a mobile phone.

Related features

Cloud Accounting

Social Media

Website Linkup