Accountancy referral management software

Purpose-built for accountants to track professional referrals. ICAEW DPB compliance, audit trails, and visibility over introducer relationships.

Accountants Referral Management

For accountancy firms, referrals are often the lifeblood of sustainable growth. Yet many practices have built up valuable professional relationships over years — with solicitors, financial advisers, and other professionals — without any structured way to analyse, consolidate, or leverage them effectively.

Compliance: Fee disclosures, client consent, ICAEW/ACCA audit trails