Client Monies' Service (CMS) is a secure, easy-to-use, virtual account system that helps you manage third-party funds.
The service allows you to identify and manage money belonging to each client without the need for separate bank accounts. It also lets you transfer funds electronically to and from your clients’ accounts.
CMS client accounts are:
- Separate deposit accounts held by us
- Identified by a client reference number
- Instant access - you can move money freely without providing any notice
CMS lets your administrators control user access, tailored to the needs of your organisation. Authorised staff access the system using their unique User ID and pin/password.