AutomationDownload
Gift Voucher Tracker
Every gift voucher you have sold: its balance, a reminder to the holder before it expires, and the total you still owe in unused vouchers
£15.00£18.00reduced from £18.00
Automation
Remove the manual steps between your tools.
- AutomationDownload
Missed-Session Check-Ins
Notices when a regular goes quiet and sends a friendly check-in - before they drift away for good
£29.00 - AutomationDownload
Right to Work Follow-Up Checks
Makes sure every member of staff had a right to work check before they started, and warns you before time-limited permission runs out
£29.00 - AutomationDownload
Cooling-Off Period Tracker
Tracks the 14-day cancellation period on jobs agreed at a customer's home or online, and flags any job starting early without a request
£29.00 - AutomationDownload
Annual Service Reminders
Emails past customers when their boiler or appliance service is due, so the repeat work books itself
£39.00 - AutomationDownload
Payroll & PAYE Reminders
Reminds you before every client payday, reminds clients to pay HMRC by the 22nd, and keeps the P60 and P11D dates in view
£19.99£25.00reduced from £25.00 - AutomationDownload
Engagement Letter & AML Review Tracker
Keeps engagement letters, due diligence and client ID on the review cycle your firm sets, and flags any client with nothing on file
£18.00£20.00reduced from £20.00 - AutomationDownload
Payments on Account Reminders
Reminds each Self Assessment client what they owe HMRC before 31 January and 31 July, with the amount and their payment reference
£19.00
