Accountants

Boost engagement with accounting clients

Save time qualifying and onboarding clients
Collect documents with checklists and reminders
Keep engaged through the financial year via secure workspaces

Try for Free

With customers. Anywhere. Anytime.

Integrate with your website to make accountants available any time
Allow customers to schedule a chat online when it suits them
No downloads or installations needed
Remote video chat one on one or with many

As if you’re in the same room

Easy to use two-way collaboration tools and whiteboard
Upload documents for tax claims and more
Type, write and draw in the moment
Generate a take-home PDF copy of each session

Manage your accounts in one place

Upload a checklist to aid document collection
Securely share documents by computer or mobile QR code
Create online forms or upload existing ones
Simple tracking and automatic reminders for customers

Better outcomes for accountants & your customers.

Stronger customer relationships

Strengthen customer relationships, wherever you are in the world without losing the human touch.

More meaningful conversations

Create an interactive sales experience by inviting your customers to collaborate online.

Streamline your processes

Save time by moving online and managing your customer accounts from one place.

Don’t take our word for it. Let our customers do the talking.

“Interactive and comprehensive tool to drive discovery and provide instant, tangible value to the customer.”

Johnie

Mortgage broker, True Savings

“Makes it incredibly easy to understand what my customers are after and help them again and again.”

Mark

Senior mortgage broker, True Savings

“This will make my life so much easier.”
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Calvin

Financial planner

“I loved the canvas tool.”
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Philippa

Home loan customer

“Really liked the interactive workbook and video chat.”

Scott