
Procurement
From purchase request to compliant order, in a fraction of the time.

Procurement Workflows
Automate procurement, end-to-end. Centralising purchase requests to transform your intake-to-pay process with Moss.

Product Overview
Powerful Reporting, Forecasting, Consolidation & ESG - all in one place.

Professional Accounting Technician Level 4
Build high-level finance talent and earn AAT, ACCA, or CIMA qualifications with Kaplan's Level 4 finance apprenticeship.

Professional websites for accountants
A branded, mobile-optimised website that includes a regular tax and business advisory newsfeed, plus more...

Proposals
Proposals Docusoft Proposals lets your practice build proposals around individual services, then combines them automatically into a single, professional engagement letter. Each service can have its own description and terms and conditions, so as services are added to a proposal, their content pulls straight into the engagement letter using merge fields, with no manual copying or reformatting required. Practices can also build a master letter of engagement template that brings together standard, practice wide terms and conditions with the specific terms for each service selected, giving clients one coherent document rather than a stack of separate agreements. Proposals can be built from reusable templates, tailored to each prospective or existing client, and sent out for review without printing, scanning or posting a single page. Once ready, the completed engagement letter is pushed to the client's secure portal for review, approval and e-signature, with the whole process tracked so you always know where a proposal stands. Built in payment options through Stripe and GoCardless mean you can take a deposit or first payment at the point of sign off, helping new engagements start on the right footing. Because Proposals sits within the wider Docusoft platform, signed engagement letters and client details flow straight into onboarding and practice management, so there's no need to re-key information once a proposal is accepted. Contact us today to book your demo.

Proposals: Win more work with less effort
Build branded digital proposals a client can easily understand, use quick set-up tools and templates or draft with AI

Pulse
One partner, full stack: Pulse combines funding lines and embedded lending APIs, so you can launch credit, not build it.

R&D Tax Credits
RD-TCC helps businesses identify, prepare and defend robust R&D tax relief claims. We work alongside accountants as a specialist technical partner, helping their clients access legitimate relief while reducing compliance risk and internal workload. Our evidence-led service covers technical eligibility, project scoping, qualifying costs, claim calculations, supporting reports and submission requirements. Compliance is built into every stage, with claims assessed against HMRC guidance and prepared to withstand scrutiny rather than simply maximise value. HMRC enquiry support is included as part of the service, giving clients and their accountants continuity from initial assessment through to claim submission and, where required, defence.

Rechargly – Software disbursement billing for accountancy firms
Rechargly is the easiest way to get paid for the software you buy on behalf of your clients.

Reconciliation Management Platform
No Setup, No Configuration, No Rules, Any File Format, Keep your ERP, Start in 5mins

Reporting
Single click reporting saves time and eliminates the hassle of manual reporting. Easy to set up and highly secure, your practice’s reporting at your fingertips.

Reporting
All your clients' financial data in one place with connected cashflow analysis and reporting.

Reporting & Analysis (featuring Power BI)
Transform complex data into clear, interactive Power BI dashboards for faster and smarter business decision-making today

Request List Management
One live list for every document, request, & reply. No more digging through email. Manage the engagement, not the inbox.
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