The Platform
Secure Accounting Pro
One platform running straight across all seven disciplines, so every engagement, document, deadline and conversation lives in the same place.
Working with a multi-service firm usually means separate email threads, separate document requests and a different portal for each discipline. This gets rid of all that. One platform where every engagement, document, deadline and conversation lives together.
For you that means one login and a live view of where everything stands. For us it means the tax team can see what accounting posted, and the insurance team hears about your acquisition before the renewal comes round. Which is the whole point of being one firm.
It runs sideways across all seven divisions, rather than being a product bolted onto one of them.
What is in it
One dashboard
Every engagement across all seven divisions in a single view, with live status on each.
Encrypted document vault
Upload and store sensitive records properly, with role-based access and a full audit trail.
Secure messaging
Conversations attached to the engagement they belong to, not scattered across mailboxes.
Appointments
Book time with your team directly, with confirmation by email and text.
Billing and invoices
Every invoice and payment in one place, with history you can search.
Deadlines and alerts
Filing dates, renewal dates and document requests surfaced before they become urgent.
Shared context
Our teams see the same picture, so the tax view accounts for what accounting posted.
Works on a phone
Approve, upload and check status from wherever you are.
Built In, Not Bolted On
The platform is how the firm works
Secure Accounting Pro is not a client-facing layer on top of a traditional practice. It is the system our own teams work in, which is why the tax team can see what accounting posted and the insurance team knows about the acquisition before renewal comes round.
Secure Accounting Pro
See it with your own numbers in it.
A short walkthrough using your actual situation is more useful than any feature list.