SAVE TIME
Save time with secure document management
Our specialist software allows you to securely upload, save and store documents, organised against the case or individual assets and liabilities
Generate documents in seconds using in-platform templates auto-filled with client and case information- Easily search and locate documents within your case through our keyword search function
- Collaborate effectively across your team with our consistent approach to document storage
STANDARDISE PROCESSES
Automate Estate Accounts
Automatically create, update and reproduce Estate Accounts designed to STEP standards in minutes, at any stage of the administration period
- Produce detailed estate accounts with a clean and consistent layout, making it easier for everyone to understand
- Standardise your ways of working, with Estate Accounts designed to leading industry standards
- Be alerted to discrepancies within an account at a much earlier stage, saving undue time spent on lengthy investigations
REDUCE ADMIN
Automated completion of court & IHT forms
Automatically produce and export completed Court and Inheritance Tax forms from the data within your case
- Populate C1, C5 forms, and IHT400 schedules with data from your case, calculating schedule totals and replicating that information in the IHT400
- Save your team time and laborious administration
- Improve accuracy and reduce risk of data being copied across incorrectly
See it in action
QUICKLY VERIFY
Locate assets and liabilities, without the hassle
Access a deceased individual's financial information, from bank accounts to mortgages, directly on our platform at the click of a button
- Remove the burden and reliance on client knowledge
- Improve due diligence with minimal effort and certify there are no hidden assets or liabilities
- Reduce time spent contacting institutions where assets are unknown
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