Practice ManagementApps for theFinancial Servicesindustry
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3 results

Practice ManagementApps for theFinancial Servicesindustry
Clear

3 results

Let us help you find the perfect App Stack

Capium
Select which categories in your App Stack you wish to add Capium to:
- Accounts & Tax Production
- AML
- CRM
- Payroll
- Practice Management
Capium
Holistic cloud-based accounting software, inherently Making Tax Digital.
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Credas App
Select which categories in your App Stack you wish to add Credas App to:
- Accountant Tools
- AML
- Approval Automation
- Banking
- Financial Services
- Practice Management
Credas App
Credas IDV Appmakes it easy to process IDV for customers onboarding
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MyDocSafe
Select which categories in your App Stack you wish to add MyDocSafe to:
- AML
- Approval Automation
- Document Management
- Forms
- Payroll
- Practice Management
- Proposal & Quoting
MyDocSafe
Automate customer interactions: Electronic signature, client portals and document workflow automation.
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