Select a module
All your MSF tools in one place
CRM
Track leads and deals through your pipeline — contacts, activity timeline and Brevo email sync.
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Client References
Generate new client reference codes and search the full client database.
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Folder Builder
Generate SharePoint folder structures for new clients and download as a ZIP.
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Job Numbers
Log new job numbers, assign to staff and track all active jobs.
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Working Papers
Download pre-configured working paper templates with auto-formatted filenames.
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Reference Library
Centralised SOPs, guides and reference documents — upload files or link to external resources.
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Work Planner
Plan the week for your team — assign tasks to staff and track progress at a glance.
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Tax Tools
Quick UK tax calculators — company car BIK, salary vs dividends, CGT, SDLT, corporation tax and more.
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Content Studio
Content pipeline, Kanban board, calendar and monthly reel tracker for social media management.
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Growth Tracker
Track client revenue, profit and tax savings year on year — generate branded social cards to celebrate and share their growth.
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Testimonial Builder
Build WhatsApp-style client testimonials — type the conversation, pick light or dark, download as a shareable image.
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WhatsApp History
View and search your Wati chat export — browse all client conversations in one place.
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Morning Briefing
Daily AI-curated UK tax and accountancy news — delivered every weekday morning.
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QuickBooks Insights
Connect client QuickBooks accounts and visualise P&L, balance sheet, debtors, VAT and business health in one dashboard.
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