Cloud Services - Private Wealth

Cloud services that may be used when carrying out work detailed in your engagement letter include:

  • BDO Global Portal
  • Citrix ShareFile
  • Crossware
  • Docusign Inc
  • Microsoft Azure and Microsoft365
  • Mimecast
  • ProofPoint (email filtering)
  • Virtual Cabinet Portal
  • AccountKit
  • Accurri
  • Approval Max
  • ATOMate
  • BGL
  • Bstar
  • CAS360
  • Dext Prepare (Receiptbank)
  • Expensify
  • Fathom
  • FYI Docs
  • Google Drive
  • Hubdoc
  • Intuit Quickbooks
  • KeyPay
  • MYOB Essentials & AccountRight
  • NowInfinity
  • Reckon Accounts
  • Sharesight
  • Spotlight
  • Supermate
  • Tableau / Parki / Agentview
  • Xero
  • XPlan