Core Features
Onboard clients, deliver accounting, HR, payroll, and tax services, and grow your firm — all powered by Fluide Business.
Client Onboarding
Onboard any client in minutes. Whether your client is an SME, startup, NGO, fund, or financial institution, Fluide Practice makes onboarding seamless. Set up their mode, activate the modules they need, and start delivering services immediately.
- Pre-configured templates for each client type
- Bulk client onboarding
- Customisable service packages
- Automated client setup (user accounts, permissions, workflows)
- Seamless integration with clients' existing Fluide Business accounts
Multi-Mode Client Management
One platform. Multiple client modes. Your clients operate differently: SMEs need profitability and cash flow, startups need runway and investor reporting, NGOs need fund tracking and donor reporting, financial institutions need lending and risk management. Fluide Practice adapts to each client's reality — without you having to learn multiple systems.
Client mode
SME Mode
Operations & profitability
SMEs need profitability and cash flow
Service Delivery Workflows
Standardise quality across all clients. Deliver consistent, high-quality services to every client, with pre-built workflows for payroll, HR, accounting, tax, compliance, and financial reporting — and the flexibility to customise for each client.
- Pre-built service delivery templates
- Client-specific customisation
- Quality control checklists
- Approval workflows
- Automated reporting
- Integration with clients' Fluide Business modules
Practice Dashboard
See your entire practice at a glance. Track client profitability, team performance, service delivery status, and practice health from one dashboard. Know which clients need attention, which services are most profitable, and where your team is spending time.
- Active clients by mode
- Service delivery status
- Team workload and performance
- Client profitability
- Revenue by service line
- Upcoming compliance deadlines
- Client health scores
Client Portals
Give your clients visibility and control. Provide each client with a branded portal where they can view their operations, finances, payroll, compliance status, and tax records. Reduce client questions, build trust, and demonstrate the value of your services.
- Customised client dashboards
- Financial reports and statements
- Payroll and HR records
- Tax and compliance documentation
- Document sharing and collaboration
- Secure messaging
- Seamless connection to their Fluide Business account
White-Labelling
Your brand. Our platform. Fluide Practice is fully white-label. Your clients see your branding, not ours. Position Fluide Practice as your proprietary service delivery platform, strengthening your firm's brand.
- Custom logo and branding
- Custom domain (optional)
- Firm-specific colour scheme
- Branded client communications
- Firm-branded client portals
Ready to power your practice with Fluide?
Whether you run an accounting firm, HR consultancy, payroll practice, tax & compliance agency, or work as an independent consultant, Fluide Practice gives you the professional service delivery layer of Fluide Business. Onboard clients faster. Deliver services consistently. Grow profitably.