Webrecs

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