Accountive Comply › All features

Accountive Comply

Your whole client list, in one place

Import the spreadsheet you already keep. Each client gets a full record: licence, registrations, filings, tasks, requests, documents and notes.

  • 14 days free, every feature that is live today
  • No card needed
  • English and Arabic
  • Made in Dubai for UAE rules
Your whole client list, in one place
Clients

Your whole client list, with everything about each company

  • Import the Excel sheet you already keep, checked row by row
  • Client 360: registrations, filings, tasks, requests, documents and notes on one record
  • Groups for related companies (Solo and up), statuses for inactive and closed ones
  • Custom fields for what your firm tracks (Firm plan)
Included in: All plans
Your whole client list, with everything about each company
Questions
Can I import from Excel?

Yes. Upload your sheet and check every row before anything is saved.

Is a deleted client gone for good?

No. Deleting only hides a client; the owner can restore it with all its records.

Can I add my own fields?

Yes, on the Firm plan, on the tab you choose.

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