Client Account Services

ACCOUNTING SUPPORT FOR CLIENT ACCOUNTS - CLIENT ACCOUNT SERVICE PROVIDER

Have you heard of a client account service provider?

We are registered with Propertymark as a CASP a Client Account Service Provider (CASP) and can help you with your client accounting and client bank accounts.

Manage your client money obligations the easy way but using this service. We provide your client account and manage the money in it for you. This service give property businesses a smarter, safer way to manage client money.

We handle reconciliations, payments, and compliance with precision — all under the strict regulatory standards set by Propertymark. It’s a modern, low‑stress solution that frees you to focus on growth while we keep your client funds protected and audit‑ready.

If you want cleaner operations and stronger compliance without the hassle, partnering with a regulated CASP is the upgrade your business deserves.

Information for Letting Agents

Transparency is the key.

Your clients want to be sure that their money is safely taken care of. You can let them know you use a professional service based in the UK and with staff who they can communicate with if there is a query.

We have the highest standards and rigorously follow the accounting

rules of Propertymark who we are registered with and regulated by.

What we provide to you as a managing letting agent,

is an excellent back office service covering financials, advice and support.

So it's that simple, everything is clearly communicated and safely protected.

Files coming soon.

Why choose us?

Data Migration Support

We can help you with data you migration support. It is often a significant task needed to progress your business but for which you don't have the extra resource already in-house.

We can be your resource to get your systems improved and updated and so you can concentrate on running your business not letting it run you.

Regulation Support

Did you know the property industry is heavily regulated? Today reputable agents are registered in many ways and our experts can help you navigate this area of your business. The consequences of doing this poorly are very large fines and more!

Agent Regulation for Client Money - This is usually done via Propertymark or RICS and our staff have decades of experience in dealing with this.

Dispute Resolution - This is commonly known as complaints handling and all estate agents are registered for this. The question is, do you know what you're required to do and when? Every scheme has specific rules to follow.

Other regulation - This could be anything from Anti-Money Laundering (known as AML) to knowing when FCA regulation impacts you. Many agents don't realise they have tripped over into an area where they must be registered.

Business Services

ACCOUNTING SUPPORT FOR CLIENT ACCOUNTS - CLIENT ACCOUNT SERVICE PROVIDER

Information for Letting Agents

Why choose us?

Data Migration Support

Regulation Support

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