Join the partner programme and manage every client from one place. Run payroll, keep records tidy, and add advisory work your clients are already asking for.
Softra Pro gives your practice a single dashboard across all client accounts, with clear separation between each set of books.
Partner rates on every client account, billed to the practice or to the client, whichever suits the engagement.
Payroll, records and reporting sit together, so advisory conversations start from numbers you already trust.
See every client, every pay run and every outstanding task in one view. Switch between client accounts without signing out, and keep each set of books separate.
Move beyond compliance filing. With payroll, people records and reporting in one system, you can advise on headcount cost, pay structure and hiring plans without rebuilding the data first.
Practice staff can work through a structured programme covering platform basics through to multi-entity pay cycles, with refresher material whenever statutory rules change.
Partner accounts get a named contact who understands multi-client work, plus onboarding help when you migrate a client book across.
