The operational backbone
for modern fims
Customiser gives you a single system for client management, task tracking, communication, and the structure to scale smoothly.
Next-gen
accounting features
Client Profiles
View every client’s info, history, and activity in one place.
Contact details and tags
Filing and communication timeline
AI-summarised history
AI Assistant
Automate the admin that slows you down.
Summarise calls and notes
Draft reminders and follow-ups
Spot missing actions before deadlines
Task & Deadline Management
Stay on top of recurring workflows across the entire team.
Auto-generated VAT and tax tasks
Role-based assignments
Smart deadline tracking
Document Requests
Request and collect files without the email chase.
Branded upload links
Status tracking for documents
AI follow-up suggestions
Branded Client Portal
Give clients a calm, professional place to work with you.
Upload and view documents
Track progress and status
Firm-branded experience
Communication Logs
Keep all messages, notes, and call summaries in one timeline.
Internal notes and email threads
Integrated call summaries
Fully linked to each client
User Roles & Segmentation
Manage capacity and priorities as your firm grows.
Assign clients to staff
Filter by service or urgency
Spot bottlenecks early
Integrations
Works with the tools you already use.
Connect Sage, Excel, Xero
Sync with Google Drive
No migration required
