Silverfin brings together messaging, tasks and review then integrates these into your workflows so your team can collaborate right where the work happens.
Work on the same client file, at the same time, from anywhere. Send messages or tasks to colleagues. Tag your manager when it’s time for review. See at a glance all outstanding work on any client engagements.
Have more regular touchpoints with your client by giving them access to our Pulse portal. Make them feel more involved and more aware of their compliance processes, by collaborating together digitally on working papers, reports or financial statements.
Silverfin stores all the historical activity and communications with every client file. With this audit log for context, you make it easier for teams to share client work and maintain client service when team members are not around. It also means if you have to check work later you can see the changes and conversations that happened during the creation of a client file.
Right now, almost every software vendor in our industry is claiming AI leadership. Look closely and most of what’s sold are products that have been built because it’s become easier to build
Accounting firm leaders understand the need to modernise operational workflows, but many hesitate to act because they worry about the impact on day-to-day delivery. The potential for implementation to interrupt busy periods
Every file review surfaces insights that clients need to hear. Unusual cost movements. Approaching tax thresholds. Year-on-year trends that signal risk or opportunity. Your team spots these things as a natural part
