ComprehensiveWorkflowDataArrival-AllinOnePlace
Streamline your business operations with our powerful platform that combines workflow management and compliance tools in one seamless solution.
Quality Management
Practice Quality Management with reviews, sign-offs, and compliance tracking across every engagement.
Essential Practice Tools
Stay on top of appointments, submissions, and compliance reviews with a built-in smart calendar.
Never Lose Track of Progress
WorkflowTrack client questionnaires, engagement letters, and authorities to act with automated progress monitoring, due dates, and statuses like Completed, Under Review, and Pending, so nothing slips through the cracks.
Automated managementAML Compliance Management
ComplianceComprehensive Anti-Money Laundering programme with risk assessments, customer due diligence, and automated monitoring to ensure regulatory compliance.
Automated risk monitoringQuality Management Framework
FrameworkBuilt-in quality control processes with review workflows, audit trails, and performance monitoring to maintain professional standards across all client work.
Continuous quality monitoringTeam Workflow & Collaboration
Streamline every aspect of your practice with integrated workflows. From client intake and staff management to task coordination and professional communications, manage your entire practice efficiently in one platform.
Online intake process
Provide clients with a smooth, self-service onboarding experience.
Staff access management
Grant role-based permissions to team members with secure access controls and user management.
Task management & client communication
Organize workflows, assign tasks to staff, and maintain seamless communication with clients.
Real-time progress monitoring
Track client questionnaire completion status, due dates, and follow-up requirements in real-time.
AML auditor collaboration
Seamlessly invite AML auditors to access compliance records and audit programmes with secure, controlled permissions.
Client Tax Status Dashboard
Get a comprehensive view of each client's tax position in one place. Track GST returns, PAYE obligations, and income tax deadlines with clear status indicators across your entire client base. Direct IRD API integration is on our roadmap to bring you live tax data automatically.
Annual review
AML Compliance Suite
Built for the way your firm assesses risk. Configure your AML programme around your customer entity types, choose from multiple risk assessment models — including weighted average — and tailor risk categories and CDD requirements to match your compliance approach. Grant secure auditor access at review time.
Configurable risk frameworkDigital Engagements & Authorities
Streamline your client onboarding with digital engagement letters and authority permissions. Accountants create and send engagements and authority requests through the platform, while clients receive secure access to review, approve, and sign documents through their dedicated portal.
Quality Control & Review Management
Maintain professional standards with comprehensive quality control workflows. Track file reviews, manage partner sign-offs, monitor quality scores, and align with your firm's quality management framework through automated audit trails and review processes.
Companies Register
Manage every aspect of a company's record in one structured register — shareholders, directors, share transfers, constitution, and annual returns. Built-in compliance tracking with auto-reminders so nothing slips through. Currently in development with direct Companies Office integration on our roadmap.
Trust Register
Comprehensive trust administration with trustee, settlor, and beneficiary management, distribution tracking, and resolution workflows for estate planning professionals. Secure document storage with automated compliance reminders for annual resolutions. Currently in development.
Smart Questionnaires
Tailored questionnaires for every entity type, with automatic scheduling, live progress, and reminders.
Smart Workpapers
Built-in calculation engines, sticky notes, review checklists, cross references, and direct data imports.
Be Among the First to Use Linkbri
Request your beta invite and help us build the modern operating system for accounting practices.