Professional Tools
24 powerful tools to streamline your advisory practice — all free to use
AI-Powered Tools
Lead Reactivation
Safely re-engage dormant contacts with compliance-first messaging. GDPR/PECR built-in classification.
Tax Planning Assistant
AI-powered tax planning pack generation with analysis and client communications
Free Tools for Everyone
No login needed — instant access to all calculators, checklists, templates, and more
Dividend Optimizer
Calculate optimal salary/dividend structure with tax and NI implications
CGT Calculator
Capital gains tax calculator using 2026/27 thresholds
Pension Optimizer
Estimate pension contribution room and tax benefits
Tax Calendar
Tax deadline calendar for all entity types
Fee Proposal
Generate fee proposals with hourly-rate and fixed-fee calculations
Compliance Checklist
Profession-specific compliance checklists
Companies House Health Check
Company filing and statutory records checklist
AML/KYC Pack
Generate AML/KYC document request packs
Onboarding Checklist
Client onboarding task lists by service type
Engagement Letter Builder
Profession-specific engagement letters
Fact Find Builder
Client fact-find questionnaires by profession
Decline Letter
Decline letter templates with tone/reason options
Review Meeting Pack
Review meeting agenda and client prep email
Complaint Timeline
Complaint response timeline and acknowledgement wording
Meeting Notes
Meeting notes summarizer with action extraction
Suitability File Checker
Keyword-based FCA suitability evidence checker
Vulnerability Checklist
Vulnerability assessment indicators
HMRC Authorization Helper
HMRC agent authorization tracking
Risk Profile
Client risk profile questionnaire
Retainer Benchmark
Fee benchmarking against practice standards
Missed Call Audit
Calculate lost revenue from missed calls
Templates
Reusable template library with variable substitution