Boldsmith for accountants
Your practice.
Better connected.
Communications, document workflows and private AI. Technology that supports your people and the clients who depend on them.
Explore practice technologyBuilt around your working day
Your expertise.
Our technology.
You own the professional work and the client relationship. We provide the communications, digital presence and connected tools behind a well-run practice.
A professional first contact
A clear website, dependable business phone and domain email make it easier for clients to reach the right person.
A more organised client journey
Bring appointments, document requests and signing into a workflow your team can follow.
Knowledge your team can use
Choose hosted AI for everyday work or plan an on-premises environment for approved internal knowledge.
Practice technology
Start with the tools
that make a difference.
A professional phone system for every client conversation.
$20 / month
Business EmailEmail on your own domain, organised around your team.
$10 / month
Document SigningSend, sign and track agreements in a clear digital workflow.
$20 / month
Appointment BookingA simpler way for clients to request a meeting or service appointment.
$20 / month
On-premises AIPrivate AI deployed within your own business environment.
A proposal for your business
Business Technology SupportOngoing support for the technology your team depends on.
A proposal for your business
A considered rollout
Fit the technology
to your practice.
Review the tools you already use, the points where work slows down and the information your team handles. Then agree a focused starting point.
Setup, migration, staff handover and ongoing technical support can be scoped together. Start with one service or a coordinated technology plan.
Discuss your practiceProfessional presentation.
Practical workflows.
A clear support plan.
Let’s begin