Take work off me

When the problem is not finding clients. It is serving them.

Some businesses do not want a bigger inbox. A tax agent with a full book, a bookkeeper mid-BAS, a practice with a waiting list. For them, more enquiries is not the win. Getting the day back is.

They send documents properly

Your clients sign in and upload straight to you. Photos off a phone are fine. It lands in one place behind your login, instead of scattered across two people's inboxes forever.

Replaces "just email it through"

It files itself

Everything lands against the right client, grouped by financial year. Someone who sends things in March and again in June is one client with two deliveries, not two piles you match up by hand.

No re-filing

You ask, they see it

"Still need the June statement" goes on their list, not just into a message they will scroll past. They tick it off when they send it. You can see at a glance who is still holding you up.

Instead of chasing

Answers the routine questions

An assistant that answers where to send things, what is needed, where you are, how the process works. Narrow on purpose. Anything that is genuinely for you gets handed straight to you.

The calls that are not really questions

Built with your industry's limits in mind, not a generic template. For a practice in health, finance, law or tax, the assistant is told never to give advice or promise an outcome, and its replies are checked for the phrases your industry must not use. You can add anything else it must never answer. We read the rules before we build, but signing off on them stays with you. We would rather it said "ring the office" too often than once too little.

Want this for your practice?

The client portal comes with a designed website and client backend, from $2,999, on a monthly plan.

Start with the client backend

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