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FidSighter

by TheSighter · For accounting firms and fiduciariesIn preparation

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
On the TheSighter core

Your data environment, put to work by FidSighter.

FidSighter puts your TheSighter data environment to work with its own expertise, and enriches it in turn. What you enter once serves every business application in your subscription.

OrganisationYour firm or your company
ClientThe company you follow
FileFinancial year 2027
ModulePermanent file & deadlines