Technology
Secure Accounting Pro
One platform across all seven disciplines.
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 you get
Everything in one place
Every engagement, document and deadline across every discipline, in one view.
Send documents safely
Encrypted upload and storage. No more sensitive records flying around over email.
Status without asking
See where a return, a filing or a claim has got to without emailing anyone.
We all see the same thing
Our teams share one picture, so the advice takes your whole business into account.
Secure Accounting Pro
Let's talk about secure accounting pro.
The platform sitting underneath every engagement we run. Documents, reporting, messages, tasks and status, in one place, across accounting, tax, advisory, risk, HR and insurance.