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Capium
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Holistic cloud-based accounting software, inherently Making Tax Digital.
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Client Sense
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Client Sense is a relationship intelligence platform that identifies, protects and grows client and referral relationships.
Credas App
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Credas IDV Appmakes it easy to process IDV for customers onboarding
MyDocSafe
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Automate customer interactions: Electronic signature, client portals and document workflow automation.
PlanRight
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Scheduling add-on for WorkFlowMax / XPM
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