Keep client work on track.
Keep client records, compliance work, due dates and billing together. See what needs attention and who owns it.
One yearly plan for your whole office, every feature included · See pricing
The work your practice runs on.
Track compliance, client requests, invoices and enquiries from one place.
Follow client work through.
Track returns, renewals and other work from start to finish.
Secure portal logins.
Store portal credentials securely and keep a record of who accesses them.
Enquiry to invoice.
Take an enquiry from first call to quote, and turn the accepted quote into an invoice without retyping it.
Reminders before the due date, not after.
See upcoming returns and renewals on your dashboard and calendar, including work that has not started.
- Set reminders for each service.
- Record deadline extensions.
- Filed work leaves the active queue.
- Optionally email clients document requests and invoice reminders.
Credential access with accountability.
Keep portal credentials encrypted, limit who can reveal them and record each reveal for review.
Portal credentials are encrypted and visible only to authorised team members.
Revealed passwords hide automatically. Access is limited by team role.
Each reveal is logged with the person, client and time.
Set which services and actions each team member can access.
Built for lean teams.
Import client records, assign services and give your team access by role.
Book a free demoSee AgniDesk in action.
Book a short walkthrough tailored to your practice.
Simple yearly pricing — see what's included. Questions? Write to contact@agnidesk.com.