Your workspace
Every MSF tool in one place.
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Clients and pipeline
CRM
Leads, deals, proposals and the pipeline.
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Clients
Every client in one place: email, WhatsApp, calls, meetings, notes and files.
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Bank feeds
Clients' bank and card transactions, categorised for review and export.
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Query Hub
One link with all of a client's questions, and a chase for what is outstanding.
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Meetings
Record or upload a meeting for a transcript, summary and actions.
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Bookings
Booking pages on your Outlook calendar, with Teams links and reminders.
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Forms
Onboarding, company formation and agent authorisation forms for clients.
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Your week
Practice tools
Client References
Create client reference codes and look up existing ones.
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Job Numbers
Log job numbers, assign them and track active jobs.
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Folder Builder
Build a client's SharePoint folders and download them as a ZIP.
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Working Papers
Working paper templates, downloaded with the right file names.
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Tax Tools
UK tax calculators: car benefit, salary or dividends, CGT, SDLT and more.
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QuickBooks Insights
A client's QuickBooks figures as a dashboard: P&L, balance sheet and VAT.
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WhatsApp History
Search your Wati chat export, client by client.
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