Utilise Filters within the App

Filter your client list by exhaustive ways, you really can drill into the data and scrutinise your practice.

Even better, you can export this data into CSV with the click of a button.

Features Include

Column Filtering

Have as many columns to view on the client screen as you need. You can also add any custom fields to the columns. Why not add clients that have left a google review?

Service Filtering

This filter allows you to review particular service sectors, for instance you could filter by UK property accounts, then bulk mail that filter with updates that affect that type of client.