← TheSighter
FidSighter
Run your practice.
The practice layer: clients, officers, permanent file, workflow and deadlines, connected to your software. Every company entered in FidSighter is immediately available in FinSighter and WinSighter.
Planned features
What FidSighter does.
For fiduciaries, accounting and chartered accountancy firms.
Clients & identification
- Client and file database
- Companies, directors, shareholders, officers
- Legal data retrieved from official registers
- Permanent file
Production & workflow
- Tasks and workflow per engagement
- Document tracking
- Legal and tax deadline tracking
- Practice workload
Compliance
- Anti-money-laundering obligations
- Audit trail
- File versions
- Roles and permissions
Client relationship
- Client communication
- Document requests
- Client collaboration score
- Client access via FinSighter or BizSighter
Integrations
- Practice management software
- Accounting software
- Company registers
- Open API
Practice management
- Practice dashboards
- Profitability per client
- Portfolio and capacity
- Alerts