Record all your tasks. Simple enough.
Client phones for update…you insert the time spend, the action and the date and so on is recorded automatically. Drag the email across and close the task.

Lean more >

Risk tracker, time recording feature and REG DATA report writer.
BAT keeps your records in one place – online and in the cloud in easy to read format – downloadable to PDF.

Lean more >

T&C suite includes exams, CPD recording feature, downloadable for Senior managers and Professional bodies, qualification compiler and allows managers to set structured CPD in line with regulatory guidance, for users to take.
The feature is editable and expandable.

Lean more >

Exam Feature means that you now have an auditable trail of AML examinations,

Lean more >

Keep a record of all your CPD, and retain a manager / director view over all your staff.

Lean more >

File checking is the ABC of a compliance regime, and understandably the system is robust here.

Lean more >

Every promotion needs oversight.

Lean more >

Use Client message centre to correspond with your customers.

Lean more >

BAT populates REG DATA for you.
BAT do this direct from your new business and turnover books.

Lean more >

If you are the boss, you’ll be well used to “can I take the afternoon off to see the dentist?”
How do you know they are not taking advantage of you?

Lean more >

Make the quotes for your clients in BAT.
We have integrations with Defaqto, iPipeline and much more

Lean more >