Arrive at year-end with the documents already in order.
Document chasing is the tax of accountancy. When clients keep records organised year-round, year-end is calmer, completeness improves, and your team chases less.
From endless chasing to year-end readiness.
The problem today
- Endless document requests at year-end
- Incomplete records that delay filing
- Clients unsure what to keep or send
- Information scattered across email threads
With FamilySafe
- Clients keep documents organised year-round
- More complete records at year-end
- A clear, shared place for what you need
- Less back-and-forth, fewer delays
Made for accountancy practices.
Document chasing reduction
Clients keep records in one place, so requests shrink and completeness rises.
Year-end readiness
Arrive at year-end with the picture already assembled, not scattered.
MTD adjacent
Complements Making Tax Digital workflows by keeping source records organised.
“Year-end used to mean weeks of chasing. Now most clients arrive organised, and my team spends the time on the work that matters.”
Built for how your profession works.
Financial advisers
Consumer Duty evidence, faster fact-finds, reviews that start ready.
ExploreSolicitors & estate planners
Earlier engagement, less gathering, Probate Advisor integration.
ExploreInsurance brokers
Renewal tracking, coverage-gap analysis and account growth.
ExploreAccountants
Less document chasing, complete records at year-end, MTD adjacent.
ExploreEmployee benefits
A differentiated wellbeing benefit with measurable uptake.
ExploreCare providers
Resident and family coordination with ACP and a strong data posture.
ExploreMake year-end calmer for everyone.
Simple, capped commission rules, a charity option, and a model built around your clients, not a sales funnel.
FamilySafe supports professionals with client organisation tools. It does not provide regulated advice and does not change your regulatory obligations to your clients.