Standard Terms of Business
All engagements that we accept are subject to the following standard terms of business unless changes are expressly agreed in writing.
1. Professional obligations
1.1 We are a member of the Institute of Chartered Accountants in England and Wales and in our conduct are subject to its Code of Ethics which can be found at www.icaew.com/regulations. We will observe and act in accordance with the bye-laws and regulations of ICAEW. We accept instructions to act foryou on this basis.
1.2 Where we become aware of errors made by HM Revenue & Customs you give us authority to correct them. We will not be liable for any loss, damage or cost arising from our compliance with statutory or regulatory obligations.
1.3 As required by the Provision of Services Regulations 2009 (SI 2009/2999) we are registered with the Institute of Chartered Accountants in England and Wales as Chartered Accountants.
1.4 For the purposes of this engagement, My Finance Team is a trading name of TAG My Finance Team Limited a company registered in the UK, at 9 Shottery Brook Office Park, Timothys Bridge Road, Stratford-upon-Avon, CV37 9NR, under company registration number 04227619. Our VAT registration is GB781969861.
1.5 TAG My Finance Team Limited is a member of the TAG Accountants Holdings Limited Group of Companies (“TAGAHL”)
Provision of probate-type services
1.6 We are not licensed or authorised for the reserved legal activity of non-contentious probate. Consequently, any work we do for you on closely aligned activities, such as estate administration or inheritance tax advice, will not be covered by the ICAEW Probate Compensation Scheme, this service will not be covered by legal personal privilege and you will not have access to the Legal Ombudsman.
Professional indemnity insurance
1.7 Our professional indemnity insurer, contact details and geographical scope of cover are available on request.
1.8 If for any reason circumstances arise that may result in a claim to our professional indemnity insurers, you give us your permission to notify them.
2 Fees
2.1 Our fees may depend not only upon the time spent on your affairs, but also on the level of skill and responsibility and the importance and value of the advice we provide, as well as the level of risk.
2.2 If we provide you with an estimate of our fees for any specific work, the estimate will not be contractually binding unless we explicitly state that will be the case. Otherwise, our fees will be calculated on the basis of the hours worked by each member of staff necessarily engaged on your affairs, multiplied by their charge-out rate per hour, VAT being charged thereon. Charge-out rates are dynamic and can vary both by team member, and by task. Charge-out rates are also subject to regular change. Details of the charge-out rates likely to be applied to this engagement are set out in the engagement letter.
2.3 If requested, we may indicate a fixed fee for the provision of specific services or an indicative range of fees for a particular assignment. You will then know how much you will pay for services in advance, and will always have the opportunity to discuss the agreement before we get started on any work. If new work is required outside of the scope of our existing agreement, we will issue a written proposal for you to accept (or discuss) before we commence new services. It is not our practice to identify fixed fees for more than a year ahead as such fee quotes need to be reviewed in the light of events. If it becomes apparent to us, due to unforeseen circumstances, that a fee quote is in adequate, we reserve the right to notify you of a revised figure or range and to seek your agreement to the change.
2.4 In some cases, you may be entitled to assistance with your professional fees, particularly in relation to any investigation into your tax affairs by HMRC. Assistance may be provided through insurance policies you hold or via membership of a professional or trade body. Other than where such insurance was arranged through us, you will need to advise us of any such insurance cover you have. You will remain liable for our fees regardless of whether all or part reliable to be paid by your insurers.
2.5 We will bill in accordance with the fee schedule in this agreement and our invoice payment terms will be clearly displayed thereupon. Our fees are exclusive of VAT which will be added where it is chargeable. Any disbursements we incur on your behalf, and expenses incurred in the course of carrying out our work for you, will be added to our invoices where appropriate.
2.6 Unless otherwise agreed to the contrary, our fees do not include the costs of any third party, counsel or other professional fees. If these costs are incurred to fulfil our engagement, such necessary additional charges may be payable by you.
2.7 It is our normal practice to collect payment details from clients as part of the engagement process for the automatic settlement of invoices. This substantially reduces the administrative burden on both parties. We partner with Practice Ignition Pty Limited to facilitate client payments and your agreement to this engagement includes acceptance of the payment terms and conditions at https://www.ignitionapp.com/terms/client-payments.
2.8 Where recurring billing has been implemented through the acceptance of this agreement, invoicing and the associated payment collections may continue beyond the end of the contracted period. This is purely to ease the administrative burden on both parties and to enable payments for, and delivery of, services which are likely to be continuous in nature to endure without interruption. This will normally be in the interests of both parties. Discussing and agreeing a new engagement with you prior to the expiry of this agreement will always be the preferred option. Please let us know if these arrangements are not acceptable.
2.9 We reserve the right to charge interest on late paid invoices under the Late Payment of Commercial Debts (Interest) Act 1998. We also reserve the right to suspend our services or to cease to act for you, having given written notice, if payment of any fees is unduly delayed. We intend to exercise these rights only if it is fair and reasonable to do so.
2.10 If you do not accept that an invoiced fee is fair and reasonable, you must notify us within 21 days of receipt, failing which, you will be deemed to have accepted that payment is due.
2.11 In the event of your defaulting on payments due under this agreement you agree to pay any costs incurred by us in the process of attempting to collect the balance of your account, including but not limited to fees paid to a third party debt collection provider and/or reasonable legal fees. In addition to any other right or remedy provided by law, if you fail to pay invoices when due, we have the option to treat such failure to pay as a material breach of this contract, and may cancel it forthwith, reserving our right for further legal remedy.
2.12 As directors you guarantee to pay personally any fees (including disbursements) for services provided to the company that the company is unable to pay. This clause shall become effective in the event of a receiver or liquidator being appointed to the company or the company otherwise being wound-up.
2.13 Where our services are in a combined package for a specified period, our services our integrated to ensure that services recurring less frequently have the necessary groundwork completed for them. On this basis should an agreement be terminated part way through the period, whilst we will not charge for future periods we will not refund for past periods because of the integrated nature of what we do. Where significant upfront work has been completed and not fully recovered on termination, we reserve the right to collect an additional fee equivalent to reflect the work completed.
3 Help us to give you the right service
3.1 If at any time you would like to discuss with us how our service to you could be improved, or if you are dissatisfied with the service you are receiving, please let us know by contacting Client partner name.
3.2 We undertake to look into any complaint carefully and promptly and do all we can to explain the position to you. If we do not answer your complaint to your satisfaction you may of course take up the matter with the Institute of Chartered Accountants in England and Wales.
3.3 In order for us to provide you with a high quality service on an ongoing basis it is essential that you provide us with relevant records and information when requested, reply to correspondence in a timely manner and otherwise follow the terms of the agreement between us set out in this Standard Terms of Business and associated Engagement letters. We therefore reserve the right to cancel the engagement between us with immediate effect in the event of:
- your insolvency, bankruptcy or other arrangement being reached with creditors;
- failure to pay our fees by the due dates;
- either party being in breach of their obligations where this is not corrected within 30 days of being asked to do so.
3.4 In the event that this engagement falls within the scope of a consumer agreement should we be unable to resolve your complaint you may also be able to refer your complaint to an alternative dispute resolution (ADR) provider to try and reach a resolution. We will provide details of an ADR provider if we cannot resolve your complaint using our internal procedures. This is in addition to your ability to complain to our professional body.
4 Commissions or other benefits
4.1 In some circumstances, commissions or other benefits may become payable to us or one of our associates in respect of transactions we or such associates arrange for you.
4.2 If this happens, we will notify you in writing within 14 days of the amount and terms of payment and receipt of any such commissions or benefits. The same will apply (if applicable) if the payment is made to, or the transactions are arranged by, one of our associates. The fees you would otherwise pay may be reduced by the amount of the commissions or benefits. You agree that we (or our associates, if applicable) can retain the commission or other benefits without being liable to account to you for any such amounts. If we reduce the fees that we would otherwise charge by the amount of commission retained, we will apply the HMRC concession which allows VAT to be calculated on the net fee after deduction of the commission. Note that this does not give us permission to retain commission in respect of exempt regulated activities done under any DPB licence (if applicable).
4.3 Information regarding likely commissions that may be received by us (or our associates, if applicable) and the likely amounts are available on request. This information will include: provided service; name or type of firm paying commission; basis of commission; rate of commission; frequency.
4.4 If in the future, abnormally large commissions are received which were not envisaged when this engagement letter was signed, we will obtain specific consent to the retention of those commissions.
4.5 In some circumstances we may receive commissions or other benefits for introductions to other professionals or in respect of transactions which we arrange for you.
4.6 If this happens you agree that we or one of our associates, can retain the commissions or other benefits without being liable to account to you for any such amounts.
4.7 The following are examples of likely commissions that may be received and the likely amounts. These are examples only, and may not cover all receipts in future.
Provided Service
Name of provider paying commission
Basis of commission
Rate of frequency of commission
Pensions
TAG Financial Planning Limited
% of first year fees
Up to 20% of first year fees
Insurances
Investments
Mortgages and Corporate Finance
TAG Mortgages and Corporate
% of net fees
From 17% to 20% of fees
Property Investments
HJ Collection
% of Invested Value
Up to 4% of investment value – one off (note – these are high risk investments)
EIS / SEIS Investments
Growthdeck
% of Invested Value
Up to 2% of investment
4.8 If in the future, abnormally large commissions (for example more than double the largest amount in 4.3 are received which were not envisaged when the engagement letter was signed, we will obtain specific consent to the retention of those commissions.
5 Client monies
5.1 TAG My Finance Team Limited does not have a client account and therefore will never hold money on your behalf.
5.2 Fees paid by you in advance for professional work to be performed and clearly identifiable as such shall not be regarded as clients’ monies.
6 Retention of and access to records
6.1 During the course of our work we will collect information from you and others acting on your behalf and will return any original documents to you following the preparation of your accounts and returns. You have a legal responsibility to retain these records. The law requires individuals, trustees and partnerships to keep records in relation to trading or rental income 6 years from the 31 January following the end of the tax year to which they relate. Other records should be kept for 22 months after the end of the tax year they relate to. Companies, Limited Liability Partnerships and other corporate entities are required to keep records for 6 years from the end of the accounting period.
6.2 While certain documents may legally belong to you, unless you tell us not to, we intend to destroy correspondence and other papers that we store which are more than seven years old, other than documents which we consider to be of continuing significance. If you require retention of any document you must notify us of that fact in writing.
7 Conflicts of interest and independence
7.1 We reserve the right during our engagement with you to deliver services toother clients whose interests might compete with yours or are or may be adverse to yours. We confirm that we will notify you immediately should we become aware of any conflict of interest involving us and affecting you. We have safeguards that can be implemented to protect the interests of different clients if a conflict arises. Where conflicts are identified which cannot be managed in away that protects your interests then we regret that we will be unable to provide further services.
7.2 If a conflict of interest should arise, either between two or more of our clients, or in the provision of multiple services to a single client, we will take such steps as are necessary to deal with the conflict. In resolving the conflict, we would be guided by the Code of Ethics of the Institute of Chartered Accountants in England and Wales which can be viewed at www.icaew.com/regulations.
8 Confidentiality
8.1 Unless we are authorised by you to disclose information on your behalf, we confirm that if you give us confidential information we will, at all times during and after this engagement, keep it confidential, except as required by law or as provided for in regulatory, ethical or other professional pronouncements applicable to us or our engagement.
8.2 You agree that, if we act for other clients who are or who become your competitors, to comply with our duty of confidentiality it will be sufficient for us to take such steps as we think appropriate to preserve the confidentiality of information given to us by you, both during and after this engagement. These may include taking the same or similar steps as we take in respect of the confidentiality of our own information.
8.3 In addition, if we act for other clients whose interests are or may be adverse to yours, we will manage the conflict by implementing additional safeguards to preserve confidentiality. Safeguards may include measures such as separate teams, physical separation of teams, and separate arrangements for storage of, and access to, information.
8.4 You agree that the effective implementation of such steps or safeguards as described above will provide adequate measures to avoid any real risk of confidentiality being impaired.
8.5 We may, on occasion, subcontract work on your affairs to other tax or accounting professionals or to other members of the TAGAHL Group. The subcontractors and/or TAGAHL will be bound by our client confidentiality terms.
8.6 We will inform you of the proposed use of a subcontractor before they commence work, except where your data will not be transferred out of our systems and the subcontractor is bound by confidentiality terms equivalent to an employee.
8.7 Where we use external or cloud based systems, we will ensure confidentiality of your information is maintained.
8.9 This clause applies in addition to our obligations on data protection in clause13.
9 Quality control
9.1 As part of our ongoing commitment to providing a quality service, our files are periodically subject to an independent regulatory or quality review. Our reviewers are highly experienced and professional people and are, of course, bound by the same requirements of confidentiality as our principals and staff.
10 Applicable law
10.1 This engagement letter is governed by, and construed in accordance with, English law. The Courts of England will have exclusive jurisdiction in relation to any claim, dispute or difference concerning this engagement letter and any matter arising from it. Each party irrevocably waives any right it may have to object to any action being brought in those courts, to claim that the action has been brought in an inappropriate forum, or to claim that those courts do not have jurisdiction.
10.2 If any provision in these terms of business or any associated engagement letter, or its application, are found to be invalid, illegal or otherwise unenforceable in any respect, the validity, legality or enforceability of any other provisions shall not in any way be affected or impaired.
11 Changes in the Law
11.1 We will not accept responsibility if you act on advice previously given by us without first confirming with us that the advice is still valid in the light of any change in the law or your circumstances.
11.2 We will accept no liability for losses arising from changes in the law or the interpretation thereof that occur after the date on which the advice is given.
12 Internet communication
12.1 Unless you tell us otherwise we will at times use email or other electronic means to communicate with you.
12.2 Internet communications are capable of data corruption and therefore we do not accept any responsibility for changes made to such communications after their despatch. It may therefore be inappropriate to rely on advice contained in ane-mail without obtaining written confirmation of it. We do not accept responsibility for any errors or problems that may arise through the use of internet communication and all risks connected with sending commercially sensitive information relating to your business are borne by you. If you do not agree to accept this risk, you should notify us in writing that e-mail is not an acceptable means of communication.
12.3 It is the responsibility of the recipient to carry out a virus check on any attachments received.
12.4 Secure communications and transfer of data. We will communicate or transfer data using the following:
- Post/ hard-copy documents
- Password-protected emails
- Encrypted emails
- Portals: such as Google Workspace
- Cloud-based software: Slack
- Emails
- Other
13 Data Protection
13.1 To enable us to discharge the services agreed in this engagement letter, comply with related legal and regulatory obligations and for other related purposes including updating and enhancing client records and analysis for management purposes, as a data controller, we may obtain, use, process and disclose personal data about you and/or your business as described in our privacy notice. We confirm when processing data on your behalf that we will comply with the provisions of all relevant data protection legislation and regulation.
13.2 You are also an independent controller responsible for complying with data protection legislation and regulation in respect of the personal data you process and, accordingly where you disclose personal data to us you confirm that such disclosure is fair and lawful and otherwise does not contravene relevant requirements. Nothing within this engagement letter relieves you as a data controller of your own direct responsibilities and liabilities under data protection legislation and regulation (including the Data Protection Act 2018, the General Data Protection Regulation (GDPR) and any related regulations.)
13.3 Data protection legislation and regulation places obligations on you as a data controller where we act as a data processor to undertake the processing ofpersonal data on your behalf, for instance where we operate a payroll service for you. We therefore confirm that we will at all times take appropriate measures to comply with relevant requirements when processing data on your behalf. In particular we confirm that we have adequate security measures inplace and that we will comply with any obligations equivalent to those placedon you as a data controller. Terms relating to our responsibilities as a data processor are set out in an appendix to these terms of business.
13.4 Our privacy notice, can be found below.
If you require us to correspond with you by email that is not encrypted orpassword protected, you also accept the risks associated with this form of communication.
14 Contracts (Rights of Third Parties) Act 1999
14.1 Persons who are not party to this agreement shall have no rights under the Contracts (Rights of Third Parties) Act 1999 to enforce any term of this agreement. This clause does not affect any right or remedy of any person which exists or is available otherwise than pursuant to that Act.
14.2 The advice we give you is for your sole use and is confidential to you and willnot constitute advice for any third party to whom you may communicate it. We will accept no responsibility to third parties for any aspect of our professional services or work that is made available to them.
15 Client Identification
15.1 As with other professional services firms, we are required to identify ourclients for the purposes of the UK anti-money laundering and counter terrorism legislation (AML). We may request from you and retain such information and documentation as we require for these purposes and/or make searches ofappropriate databases. If we are not able to obtain satisfactory evidence of your identity, we will not be able to proceed with the engagement. Knowing your Client (KYC) is a fundamental process that is part of the AML framework.
15.2 If you undertake business that requires you to be supervised by an appropriate supervisory authority to follow anti-money laundering regulations including if you accept or make high value cash payments of €10,000 or more (or equivalent in any currency) in exchange for goods you should inform us.
15.3 Any personal data received from you to comply with our obligations under the AML will be processed only for the purposes of preventing money laundering or terrorist financing. No other use will be made of this personal data unless use of the data is permitted by or under enactment other than the AML, or we have obtained the consent of the data subject to the proposed use of the data.
15.4 We may use electronic checks as part of our identification procedures. We confirm that these electronic checks are not credit checks.
16 General limitation of liability
16.1 We will provide services as outlined in this letter with reasonable care and skill. However, to the fullest extent permitted by law, we will not be responsible for any losses, penalties, surcharges, interest or additional tax liabilities where you or others supply incorrect or incomplete information, or fail to supply any appropriate information or where you fail to act on our advice or respond promptly to communications from us or the tax authorities.
16.2 You will not hold us, the owners of this firm and any staff employed by the firm, responsible, to the fullest extent permitted by law, for any loss suffered by you arising from any misrepresentation (intentional orunintentional) supplied to us orally or in writing in connection with this agreement. You have agreed that you will not bring any claim in connection withservices we provide to you against any of the principals or employees personally.
16.3 Our work is not, unless there is a legal or regulatory requirement, to be made available to third parties without our written permission and we will accept no responsibility to third parties for any aspect of our professional services or work that is made available to them.
17 Use of our name in statements or documents issued by you
17.1 You are not permitted to use our name in any statement or document that you may issue unless our prior written consent has been obtained. The only exception to this restriction would be statements or documents that in accordance with applicable law are to be made public.
18 Draft/interim work
18.1 In the course of our providing services to you we may provide advice or reports or other work products in draft or interim form. However final written work products will always prevail over any draft or interim statements. Where you request it, we will provide up with written confirmation of matters stated orally.
19 Advice
19.1 Advice we give you orally should not be relied upon unless we confirm it in writing. We endeavour to record all advice on important matters in writing. However if you particularly wish to rely upon oral advice we give you during a telephone conversation or a meeting, you must ask for the advice to beconfirmed in writing.
19.2 Unless specifically instructed and agreed in advance we will not assist with the implementation of our advice.
20 Intellectual property rights
20.1 The copyright in any document prepared by us belongs to us in entirety unless the law specifically provides otherwise.
21 Interpretation
21.1 If there is a conflict between the engagement letter and these terms of business then the engagement letter takes precedence.
21.2 If any provision of this engagement letter or terms of business or its application is held to be invalid, illegal or unenforceable in any respect, thevalidity, legality or enforceability of any other provision and its application shall not in any way be affected or impaired.
22 Provision of cloud-based services
22.1 Where the firm provides accounting software in the Cloud, this will be provided by a third party (the ‘Cloud Supplier’). The third party has signed a confidentiality agreement with the firm to ensure compliance with the relevant clauses in the firm’s standard terms of business i.e. our fees (2), Confidentiality (8), Internet Communication (12), Data Protection Act (13) and General Limitation of Liability (16).
22.2 The service provided by the Cloud Supplier will be a discrete web based hosted facility, and you agree that access will also be provided to the firm and the third party.
22.3 The firm cannot be held liable for any interruption of service provided by the Cloud Supplier. However, we will liaise with them to help ensure that normal service is resumed as soon as possible.
22.4 Software licences for services provided to you maybe held and controlled by other members of the TAGAHL group. These members of the group follow the same standards as ourselves to ensure compliance with clauses: Our Fees (2), Confidentiality (8), Internet Communication (12), Data Protection Act (13) and General Limitation of Liability (16).
23 Investment services
23.1 We are not authorised by the Financial Conduct Authority to conduct Investment Business. If you require investment business services we will refer you to a firm authorised by the Financial Conduct Authority.
24 Foreign Account Tax Compliance Act (FATCA) and Common Reporting Standards
24.1 Unless agreed specifically in a separate engagement letter, we are not responsible for your compliance with the International Tax Compliance (UnitedStates of America) Regulations 2013, produced as a result of FATCA. Inparticular, we are not responsible for the categorisation of any UK entity in to either a Financial Institution (FI) or an active or passive Non-Financial Foreign Entity (NFFE) nor, if a Financial Institution, for its registration with the US Internal Revenue Service (IRS) and subsequent submission of the required annual returns to HM Revenue & Customs.
24.2 However, if requested to do so we can provide advice on the completion of the forms supplied by Financial Institutions under these Regulations, or under Common Reporting Standards, and used by them to determine the status of anentity. We can also provide advice on setting up the appropriate systems to identify and report on your clients or beneficiaries who are foreign citizens affected by FATCA or Common Reporting Standards.
25 Period of engagement and termination
25.1 Unless otherwise agreed in the engagement covering letter our work will begin when we receive your implicit or explicit acceptance of that letter. Except as stated in that letter we will not be responsible for periods before that date.
25.2 Each of us may terminate this agreement by giving not less than 90 days’ notice in writing to the other party except where you fail to cooperate with us or we have reason to believe that you have provided us or HMRC with misleading information, in which case we may terminate this agreement immediately. Termination will be without prejudice to any rights that may have accrued toeither of us prior to termination.
25.3 We reserve the right to terminate the engagement between us with immediate effect in the event of: your insolvency, bankruptcy or other arrangement being reached with creditors; an independence issue or change in the law which means we can no longer act; failure to pay our fees by the due dates; or either party being in breach of their obligations if this is not corrected within 30 days of being asked to do so.
25.4 In the event of termination of this contract, we will endeavour to agree with you the arrangements for the completion of work in progress at that time, unless we are required for legal or regulatory reasons to cease work immediately. In that event, we shall not be required to carry out further work and shall not be responsible or liable for any consequences arising from termination.
25.5 If we resign or are asked to resign, we will normally issue a disengagement letter to ensure that our respective responsibilities are clear. If we have no contact with you for a period of 2 years or more, we may issue to your lastknown address a disengagement letter and thereafter cease to act.
26 Limitation of third party rights
26.1 Any advice we give you will be supplied on the basis that it is for your benefit only and shall not be disclosed to any third party in whole or part without our prior written consent. It may not be used or relied upon for anyother purpose or by any other person other than you without our prior written consent. If our advice is disclosed to any third party (with or without ourconsent), then we accept no responsibility or liability to that third party for any consequences that may arise to them, should they rely on the advice.
26.2 If it is proposed that any documents or statement which refer to our name, are to be circulated to third parties, please consult us before they are issued.
27 Timetable
27.1 The services we undertake to perform for you will be carried out on a timescale to be determined between us on an ongoing basis.
27.1 The timing of our work will in any event be dependent on the prompt supply of all information and documentation as and when required by us.
28 Service and Price Guarantee
28.1 Practice name will always stand behind the quality and professional nature of the services that we offer. If at any point you are not completely satisfied with the services we have performed, we encourage you to bring this to our attention immediately. We would like the opportunity to correctly address your concernsand allow us a chance to win your trust back and prevent similar problems from happening in the future. If you are still not satisfied with the outcome of ourservices, we will work towards a mutual agreement regarding the payment forservices completed. As an example, we may agree to either forgo the related payment or accept a portion of the originally agreed price that reflects yourlevel of satisfaction.
TAG My Finance Team Limited Processors
The following information sets out the company name, address, and high-levelinformation on services provided to us by personal data processors. These suppliers may act as sub processors in our provision of services.
Processor Name
Business Address
Activities
Airtable
799 Market St, San Francisco , USA
Standing data
Approval Max
69 Great Hampton Street
Birmingham
B18 6EW
Approval workflow automation solution for Xero and QuickBooks.
Befree Limited
3rd Floor
86-90 Paul Street
London EC2A 4NE
Support for delivery of some services
BrightPay and BrightPay Connect
Unit 35, Duleek Business Park, Co. Meath, Ireland
Payroll solutions
Capium
86-90 Paul Street
London EC2A 4NE
Accounts, Tax and Payroll production
Dext
Unit 1.1
Techspace Shoreditch South
32-38 Scrutton Street
London
EC2A 4RQ
Financial and account data SaaS
Fusesign
Level 1, 200 Creek Street
Brisbane, QLD, Australia
Document storage as part of document review and signature services
44-46 Barrow Street, Dublin, Ireland
Cloud based data storage and provision of Office applications.
Hubspot
Hubspot House, 1 Sir John Rogerson’s Quay Dublin 2, Dublin 2, Dublin, Ireland
CRM software
Practice Ignition Pty Ltd
Level 7, 54-66 Wentworth Ave
Surry Hills
NSW 2010
Australia
Proposal tool, document storage as part of document review and signature services
Informdirect
Clydesdale House, 1-5 Queen Street, Ipswich, Suffolk, IP1 1SW, England.
Cloud based provider of Company Secretarial software for maintaining books of the company
Karbon
548 Market St #45902
San Francisco, California 94104-5401 US
Practice Management and Time Management software
Microsoft
One Microsoft Place
South County Business Park
Leopardstown
Dublin 18
D18 P521
Ireland
Cloud based data storage and provision of Office applications.
Xama
1 Fore St Ave, Moorgate, Barbican, London EC2Y 9DT
Anti money laundering and know your client verification SaaS including technical support.
Xero
56 Canford Cliffs Road
Poole
Dorset
BH13 7AA
Accounting software provider, including associated technical support and data storage
Zoom Video Communications Inc
55 Almaden Blvd
Suite 600
San Jose
CA 95113
Video conferencing service provision. Storage of recordings.