Manage accounts

With Clients' Monies Service you can manage your third party funds in the way that best suits your business.

You can set up thousands of accounts in Clients' Monies Service. Accounts can be set up in an individual client's name or pooled.

Even with pooled accounts the funds held on behalf of each client remain separate with individual audit records.

You're able to create client reference numbers that match your internal records and produce a comprehensive range of reports.

Time-saving automation

Clients' Monies Service automatically generates client statements and tax certificates.

Export data

You can export payment data in standard formats that allow you to import them directly into your business' systems.