Ideagen Mail Manager
Ideagen Mail Manager is email management software for Microsoft Outlook that files project emails into your own systems so correspondence stays organized, searchable and audit-ready. Its Prompt & Predict feature learns your filing habits and suggests the right location as emails are sent and received, and emails can be filed to SharePoint, OneDrive or Ideagen Collaboration Portal. Advanced search covers subject, body, attachment name and even meeting location, using the relationships between projects, clients and deadlines. Files saved to shared folders stay accessible to project members, so project histories remain with the organization when colleagues leave. Compliance reports and audit trails help when auditors or clients ask for communication records. Serves AEC, professional services, financial services, legal, consultancy, logistics, government and property.
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Clinked
Clinked is a white-label client portal, virtual data room and collaboration platform built for professional services businesses that need an organised, secure, and branded way to work with clients. Instead of juggling email threads, shared drives, chat apps, and scattered approvals, Clinked brings communication, documents, tasks, approvals, and updates into one structured workspace.
Key Features:
● White-label client portals with custom branding, domains, and mobile apps
● Secure document sharing and management
● Task and project management
● Real-time chat and collaboration
● Granular permissions and user access controls
● Audit trails and activity tracking
● Branded mobile app on iOS and Android
● Workflow integrations Security AES-256 bank-grade encryption
● ISO/IEC 27001:2024 certification
● Two-factor authentication
● GDPR-focused controls
● Detailed audit logs and permission settings
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Circit
Circit is a centralized audit evidence collection and confirmations platform that helps audit and accounting firms, along with their clients and evidence providers, streamline, automate, and secure key parts of the audit process. It automates the creation and processing of audit confirmation requests, including bank, legal, and fund confirmations, directly from source systems, saving significant time and reducing manual work while improving data accuracy and audit quality. It connects auditors to banks, law firms, fund administrators, custodians, and other third-party providers globally, offering real-time access to verified transaction-level data, a complete audit trail, and collaboration tools that let teams and clients communicate and resolve queries in context without relying on email.
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i-Trust
i-Trust: Trust Accounting software audit tested, audit trail, subsidiary ledgers. It is designed for trust account management for anyone having client trust accounts. An automated version of a client ledger with a simplified, intuitive record keeping interface of unlimited client trust funds since 1988. i-Trust offers full automation and flexibility while maintaining a strict audit trail of all transactions. Strict data integrity maintained with superior database maintenance utilities to better follow and ensure trust accounting principles.
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