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Access Practice SE

A simple, flexible and powerful tool to manage your clients and practice workflows.

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Integrations

Communicate and collaborate with clients and elevate client experience. Connect your team with clients from anywhere.

Centralised client management

Centralised client management provides full visibility of relevant files, ongoing tasks and deadlines.

Streamline your workflows

Schedule workflows for multiple clients at once, saving time and reducing errors.

Work your way

Custom fields to tailor client records to meet your exact requirements.

Access Practice SE Core Capabilities

Client Management designed to help you to run your practice efficiently, helping you provide better team collaboration and client outcomes. Get complete visibility of practice tasks and never miss another deadline again.

Client management

Store and manage client information and key attributes, maintain both client and prospect information to ensure you always have the most up to date information for meaningful conversations.
Assign tasks and checklists to your clients to send information required to complete work.
Your client data is aways kept in sync with integrated applications.

Task Management

Track tasks to completion in record time to ensure they’re allocated and commenced on time.
Assign tasks to your team and clients to ensure you’re all working to the same deadline.

Email Management

Integrate with Office 365 or Gmail to stay organized.

Workflow Automation

Automate standard processes and tasks to free up time.
Recurring to-do's will be created automatically - define when you want the workflows to recur, and we do the rest. Turn your workflows into detailed processes by adding instructions, checklists, images, links and even embedded training videos to ensure your team has everything they need.
Add email templates into your workflows to save time. Emails can be set to send automatically or manually to give you more control.

Document Storage

Retrieve documents in seconds and respond to enquires quickly and accurately with instant access to all correspondence.
Share documents with client in a secure way.
Allow your clients to upload and retrieve documents at any time providing them with flexibility and saving your time.

Client Portal

Add the collection of eSignatures from clients into your workflow.
Allow clients to upload documents and provide self service to past documents.

Integrations

Zap Data Hub for centralised data collection, reporting and analysis. Add Zap Data Hub for an end-to-end compliance process with no rekeying of data.
Change GPS Make advisory profitable with the tools you need to advise your clients at scale.
Zapier – coming soon for Access Practice SE

Access Practice SE is sold as part of a package.

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Access Practice SE

Save time, and get organised with Access Practice SE

Integrations

Centralised client management

Streamline your workflows

Work your way

Access Practice SE Core Capabilities

Client management

Task Management

Email Management

Workflow Automation

Document Storage

Client Portal

Integrations

Access Practice SE is sold as part of a package.