Clients & billing
Client requests, approvals and the client CRM
Capture every client instruction with an SR reference, record approvals with evidence and let email reminders do the chasing. Your clients never need another login.
Category: Clients & billing
Articles
Clients & billing
Tasks and the Workflow Designer
Turn your firm's way of working into reusable workflows with roles, SLAs, dependencies and approvals.
Clients & billing
Billing with SST, retainers and MyInvois status
Invoices, credit notes, payments and recurring retainers in MYR, with SST on taxable lines only and an honest view of e-Invoice readiness.
Clients & billing
KYC, AML and risk scoring for company secretarial firms
Identity checks, PEP, sanctions and adverse media screening, an automatic risk score, enhanced due diligence and periodic reviews.