Your workspace
Every MSF tool in one place — pick one to get started.
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CRM
Track leads and deals through your pipeline — contacts, activity timeline and Brevo email sync.
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Planner
Auto-schedule your week — turn CRM tasks and follow-ups into time-blocked work around your calendar, and push it to Outlook.
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Client References
Generate new client reference codes and search the full client database.
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Folder Builder
Generate SharePoint folder structures for new clients and download as a ZIP.
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Job Numbers
Log new job numbers, assign to staff and track all active jobs.
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Working Papers
Download pre-configured working paper templates with auto-formatted filenames.
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Tax Tools
Quick UK tax calculators — company car BIK, salary vs dividends, CGT, SDLT, corporation tax and more.
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WhatsApp History
View and search your Wati chat export — browse all client conversations in one place.
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Morning Briefing
Daily AI-curated UK tax and accountancy news — delivered every weekday morning.
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QuickBooks Insights
Connect client QuickBooks accounts and visualise P&L, balance sheet, debtors, VAT and business health in one dashboard.
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Forms
Client-facing forms — onboarding, company formation and agent authorisation. Share a link; signed submissions come straight to your inbox and here.
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Query Hub
Raise client queries about transactions, missing docs and applications — batch them into one tap-to-answer link, chase what's outstanding and resolve live on calls.
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