Reports and Templates

Add value to your business

First impressions count so be sure to present a unified professional image to your customers by creating Templates for your correspondence and business documents. Mail merge facilities make it fast and super easy for Users to create important documents from Engagement Letters and Authorizations letter to correspondence and Legal agreements.

From a suite of standard reports, through business control reports to financial analysis reports, every reporting requirement of your business is covered. Standard reports include basic reporting such as company details, account details and registrars submissions. Productivity reports include Company Annual Levy Paid Years, Statement of Account and Work In Progress.

Ours search, filter and export to Excel function combined with customisable screen layouts means that creative users can make their own one-off reports as required.

For unique businesses with unique needs the Report Designer is an ideal easy-to-use tool for creating your own reports or customising ours.

  • Standard Reports
  • Financial Analysis Reports
  • Business Control Reports
  • Customisable Templates
  • Report Designer
  • Create one-off reports on demand