The challenge
CAs sit on huge cross-sell potential but rarely tap it, buried under documentation, filings, compliance and audits. We build a system that secures client files, automates deadlines and payments, and lets you earn up to 20% commission by referring financial products through us.
How we help
A solution built around how you actually work
Secure Client Portal
Clients upload documents to an encrypted, organised vault, no more email chaos or misuse risk.
Deadline & Compliance Alerts
Automated reminders for due dates, filings and renewals so nothing ever slips.
Payment Management
Track invoices, fees and receipts with automatic follow-up nudges to clients.
Cross-Sell & Earn 20%
Refer insurance, loans and investments through Opportunity Group and earn up to 20% commission, plus full marketing support.
In the real world
Everyday scenarios we solve
Document & deadline control
A branded portal that organises every client's files by year and service, with automated alerts before each tax and compliance deadline.
New revenue from existing clients
Turn your trusted relationships into recurring income, offer financial products to clients who already rely on your advice, powered by our partner network.
What you can expect
Case snapshot
CA practice digitisation
A busy CA firm was buried in files and missed deadlines. We deployed a secure client portal, automated deadline alerts and payment tracking, and enabled cross-sell of financial products.
"Zero missed deadlines this season, and a whole new income stream.", Partner, CA Firm
Representative outcomes based on typical engagements.
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Let's grow your chartered accountants business