All our LLPs and Limited Companies are set up in Xero and Dext as a minimum. Integrating Dext with Xero helps with efficiency, reduces workload and increases accuracy.

In addition to the basic setup mentioned above for all our clients, we also have an array of other software that our clients will have access to. We use Senta as our client portal and CRM system, ensuring safe transfer of sensitive documents, to enable us to obtain digital signatures, and to maintain all our client details effectively. We utilise Armalytix to streamline the collection of bank statements from our clients. This saves the hassle of downloading multiple PDF and CSV statements, and provides us with all the data we need in a few simple steps.

Some of our limited companies also choose to add in management account and forecasting services to their basic package, and for this we use Futrli, integrating with Xero to provide real time information on cashflow, budgets and KPIs. For clients that we provide bookkeeping services for, we use Dext Precision to enhance the accuracy of our bookkeeping, flag issues and give us an all-round Health Score of our clients’ Xero accounts. For payroll, we use Staffology which provides cloud-based payroll solutions. We can send payslips and other payroll-related documents via secure email with passwords. We use Calendly to schedule calls with our clients, GoCardless to collect our Direct Debits, Zoom for video conferencing and Loom for quick demo videos.