Clients & CRO
Every client, fully connected
Add a company straight from the CRO register, keep everything about them on one card, and hear about it when their CRO record changes.
Add a client. Start typing a company name and pick it from the CRO register.
A client record that does more than store details
Built around how Irish practices hold client information, from the CRO number to the annual return date.
CRO Lookup
Find a company by name or CRO number when you add a client. Review its status, type, annual return date, and registered address before anything is saved.
CRO Alerts
Your clients are checked against the CRO automatically. Changes to status, annual return date, or address wait in a queue for you to approve or dismiss.
One Client Card
Details, individuals, jobs, deadlines, time, WIP, debtors, documents, signatures, and communications, all behind one set of tabs.
A List You Can Shape
Choose and reorder the columns you want, filter by partner, manager, status, year end, and more, and export to CSV or PDF.
Bulk Actions
Select clients and edit them together, email them, generate letters and address labels, or send a letter for signature.
Custom Fields
Add up to five fields of your own: yes/no, choice, text, date, number, or a link to the client's SharePoint or OneDrive folder.
Communications Log
Record calls, meetings, emails, and notes against a client or a job, and notify the team members who need to know.
Outlook Add-In
Save an email and its attachments to the right client from inside Outlook. The client is matched from the sender's address.
Individuals and Directors
Keep the people behind each client, with their own records, and see every company an individual is connected to.
The centre of everything else
Jobs, time, billing, AML, and signatures all hang off the client record, so there is one place to look.
Jobs and Deadlines
See every job for a client and what is due next without leaving their card.
Time and Billing
Time logs, work in progress, and the debtors log sit on the same record.
AML and Signatures
An AML tag shows whether a case is approved, and signed letters are filed with the client.
Ready to modernise your practice?
See how CecurPractice can streamline your entire practice — clients, jobs, compliance, and billing in one place. Book a demo and we'll show you.