Everything you get.
40 features, one plan. Here is all of it, in plain words.
7 features
Your brand, online.
A professional home for your practice that takes bookings and enquiries from day one.
Practice website
Your own site at your own address, with your name, logo and colours.
Website editor
Change words, images and layout yourself with a live preview. Nothing goes live until you publish.
Ready-made sections
Heroes, services, booking, questions and more. Drop them in, reorder them, hide them.
Online booking
Visitors pick an open time with your team from any page.
Enquiry form
Every enquiry from your site lands in your leads list, ready to follow up.
Your own domain
Use your practice’s own domain. We connect it and its security certificate.
Your own PWA
An app-like experience at your address that installs on any phone from the browser.
10 features
A team that sends you clients.
Turn the people who refer you into an organised sales team, with credit and commission handled.
Representative accounts
Invite representatives, give them their own workspace, and pause or remove access any time.
A landing page for each one
Every representative gets a personal page and link to share.
Referrals credited automatically
A lead that arrives through a representative’s link or PWA is credited to them.
Leads added on the spot
Representatives enter a new lead from their phone and send the client a private link.
Commission agreements
Write your terms once. Representatives read and sign on screen.
Incentives and earnings
Set what a referral earns. See what each representative has earned and approve it.
Payment requests
Representatives request payment; you approve and record it. Nothing is paid automatically.
Campaigns
Run a campaign, assign representatives, and see the leads it brings.
Marketing library
Approved captions, flyers, images and videos, personalised with each person’s own link.
Performance for representatives
Each one sees their own visits, referrals and earnings. Never a client’s tax details.
10 features
Client work, without the chase.
From first enquiry to filed return in one system, with a private portal for every client.
Leads
Every enquiry in one list with status and notes. Invite a lead to become a client in one step.
Client portal
Each client signs in to their own space for intake, documents, messages and status.
Intake questionnaire
Your questions, in your order. Answers are encrypted and saved as the client goes.
Document checklist
Set what you need. Clients upload against the list, and you see what is still missing.
Document requests
Ask for a missing form or a replacement with a note.
Built-in viewer
Open, review and accept files without downloading attachments.
Appointments
Clients book an open time. You confirm, move or decline, by phone, video or in person.
Secure messages
Talk to clients inside the portal instead of over email.
Engagement tracking
Follow every return from intake to filed, and let clients see where theirs stands.
Invoices
Issue an invoice to a client and record when it is paid.
7 features
Your team, under one roof.
Everyone who works for you signs in to your platform, sees what they should, and nothing more.
Staff accounts
Invite preparers and office staff, each with their own sign-in.
Permissions
Choose what each person can see and do.
Assignments and tasks
Assign returns to preparers and give tasks a due date.
Staff availability
Each person sets the hours they can be booked.
Automated emails
Invitations, reminders and updates go out for you, in your wording.
Analytics
See where visitors and leads come from and what turns into paid work.
Audit log
A record of who did what, and when.
6 features
Private by design.
Your practice’s records are yours alone.
Your own database
Not shared tables: a separate database for your practice.
Your own logins and storage
A separate sign-in service and file storage for your practice.
Two-step sign-in
Owners and staff confirm with an authenticator app.
Encrypted intake
Intake answers are encrypted before they are stored.
Email without tax details
Emails only say something is waiting and link to the portal.
Representatives see no tax data
They see who they referred and what they earned. Never answers, documents or returns.
All of it, on one plan.
No tiers. No add-ons. Register in minutes and our team sets it up with you.