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Core Values
Your Practice Core Values
This is often recognised as the ‘Home Page’, originally designed to be kept as a screen to hide client information when not being used.
We decided to take it one step further and added the ability to add your firms Core Values that embraces the practice culture.
Define your culture
We feel that you should write down your company values so that your customers internally and externally understand what you are really about.
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Add your own
Within settings you can add headline value and also underline that with a subtitle. We recommend a one line header, and only a few word subtitle so not to overpower the message.
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Features
Add Services
Add Tasks
Automated Email
Bank Fetch
Bulk Message
Check List
Client Portal
Core Values
Custom Fields
Dashboard
E Signature
Email Integration
Faster Payment
Filtering
Forms
Job Stages
Letters of Disengagement
Letters of Engagement
Pricing Tool
Professional Clearance Letters
Tagging
Time Tracking
Unlimited Users
Work Flow
Integrations
Armalytix
Companies House
Crezco
HMRC
Quickbooks
Xama Tech
Xero
Pricing
Support
Contact Us
Watch a Demo
Get Started for Free