Webrecs enables efficient management of customers and documents for SMSF, accounting and financial-planning practices through a cloud-based, integrated CRM and Document Management platform.

  • Integrates with Class, Xero, Microsoft, Google, Dropbox, Jira, Zapier & more
  • Synchronises contact data between all your cloud systems
  • Streamlines your practice with workflow, configurable customer self-service dashboards and auto-filing of documents
  • Collaborates with customers through notifications, discussions, blogs
  • Complies with all electronic record-keeping legislation