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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
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Every tool in the catalogue. Filter by category, search by what you need it to do, or sort by price.
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Patch Test Tracker
Checks every colour appointment against the client's last allergy patch test, and asks them in for one in good time
£29.00 - Download
Van MOT & Trade Card Tracker
Works out when each van needs its MOT and warns you before Gas Safe, CSCS, insurance and every other renewal
£29.00 - Download
Client Health Form Tracker
Makes sure every client has a current health questionnaire, a signed waiver and an emergency contact - and asks them to update the form yearly
£29.00 - Download
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 - Download
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
£29.00 - Download
Client Deadlines Board
Works out accounts, corporation tax, CT600 and confirmation statement deadlines for every company client, and warns you before each one
£49.00
