Your workspace
Every MSF tool in one place — pick one to get started.
/
CRM
Track leads and deals through your pipeline — contacts, activity timeline and Brevo email sync.
Open module →
Planner
Auto-schedule your week — turn CRM tasks and follow-ups into time-blocked work around your calendar, and push it to Outlook.
Open module →
Client References
Generate new client reference codes and search the full client database.
Open module →
Folder Builder
Generate SharePoint folder structures for new clients and download as a ZIP.
Open module →
Job Numbers
Log new job numbers, assign to staff and track all active jobs.
Open module →
Working Papers
Download pre-configured working paper templates with auto-formatted filenames.
Open module →
Tax Tools
Quick UK tax calculators — company car BIK, salary vs dividends, CGT, SDLT, corporation tax and more.
Open module →
WhatsApp History
View and search your Wati chat export — browse all client conversations in one place.
Open module →
Morning Briefing
Daily AI-curated UK tax and accountancy news — delivered every weekday morning.
Open module →
QuickBooks Insights
Connect client QuickBooks accounts and visualise P&L, balance sheet, debtors, VAT and business health in one dashboard.
Open module →