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Save 4+ unbillable hours per insolvency case

Save 4+ unbillable hours per insolvency case

Close Easy helps insolvency practitioners reduce write-offs by up to 30% and redirect valuable time to billable work by streamlining pre-appointment processes.


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Login or create account

Login or create account

Login or create account

Get a demo

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Insolvency Practitioners trust Close Easy

Insolvency Practitioners trust Close Easy

Kallis & Co

Kallis & Co

Kallis & Co

Midlands Recovery

Midlands Recovery

Midlands Recovery

Westgates

Anderson Strong

Anderson Strong

Anderson Strong

Thornton Rones

Onboard clients without the admin headache, with all essential information gathered through one simple link.

Onboard clients without the admin headache, with all essential information gathered through one simple link.

Get a demo

Get a demo

Get a demo

Get a demo

Get a demo

Get a demo

Close Easy

Download Turnkey Files

Alex Marshall
Passed Director Verification & AML Checks
Alex Marshall
added
Sophie, Director
Sophia
signed the Engagement Letter
Alex Marshall
Completed Business Information
Alex Marshall
Completed Employee Debts
Pending Property Leases has not been completed
Shareholder information has not been completed
FCA Registration information has not been completed

Close Easy

Download Turnkey Files

Alex Marshall
Passed Director Verification & AML Checks
Alex Marshall
added
Sophie, Director
Sophia
signed the Engagement Letter
Alex Marshall
Completed Business Information
Alex Marshall
Completed Employee Debts
Pending Property Leases has not been completed
Shareholder information has not been completed
FCA Registration information has not been completed

Close Easy

Download Files

Alex Marshall
Passed Director Verifi…
Sophia
signed the Engageme..
Alex Marshall
Completed Business Information
Alex Marshall
Completed Employee Debts
Pending Property Leases has not been completed
Shareholder information has not been completed
FCA Registration information has not been completed

Benefits

Replace time-consuming onboarding

Automate pre-engagement

 Integrate IDV, PSAM and AML checks into your onboarding workflow.

Manage clients in one place

Guide directors and accountants through information collection without calls and email chains.

Increase client capacity

Handle more appointments with less stress on your admin staff.

Eliminate manual data entry

Increase accuracy and save time with automatically formatted files to upload into Turnkey IPS.

BENEFITS

Build stronger client relationships from day one

Prioritise client consultations

Focus on advisory discussions rather than chasing documents and signatures.

Uplift your reputation

 Impress new clients with a professional, intuitive onboarding process.

Unburden your team

Automate 15+ hours per case, allowing practitioners to focus on providing technical expertise.

Respond at critical moments

Free yourself from admin to be immediately available when clients need decisive insolvency advice.

Completed Onboardings

34

In Progress Onboardings

8

New Onboardings

5
Global Finance LLP
Norwich FD Limited
Imperium Office Limited
Lazer Finance Limited
Pending AML Check
Construction & Co Ltd
Initial Call Booked
Healthy Snacks LLP
Initial Call Booked

Completed Onboardings

34

In Progress Onboardings

8

New Onboardings

5
Global Finance LLP
Norwich FD Limited
Imperium Office Limited
Lazer Finance Limited
Pending AML Checks
Construction & Co Ltd
Initial Call Booked
Healthy Snacks LLP
Initial Call Booked

Completed Onboardings

34

In Progress Onboardings

8

New Onboardings

5
Global Finance LLP
Norwich FD Limited
Imperium Office Limited
Lazer Finance Limited
Pending AML Checks
Construction & Co Ltd
Initial Call Booked
Healthy Snacks LLP
Initial Call Booked

Transparent Pricing.
No added fees.

Transparent Pricing.

No added fees.

Standard

Most popular

£250

/month and 1% of the pre-appointment fee

or £2,500/year and 1% of the pre-appointment fee

Create an account

Create an account

Create an account

Create an account

Create an account

Create an account

Features:

White-labeled (with your branding)

Integrated pre-engagement checks (IDV, PSAM and AML)

Onboarding link sharing/generation

Client onboarding forms

Client tasks and checklists

Automated reminders

Accountant invitations/collaboration

Embedded e-sign

Client onboarding downloads

Files ready for CRM upload

30-day money back guarantee

Enterprise

Bespoke

Contact us

Talk to Sales

Talk to Sales

Talk to Sales

Talk to Sales

Talk to Sales

Talk to Sales

Features:

Everything in Standard

Custom flows

Custom integrations

API access








API access

Transform
client acquisition

Transform
client acquisition

Transform
client acquisition

Eliminate ineffiencies

Eliminate acquisition inefficiencies. Let Close Easy manage routine processes so you can convert more insolvency clients without the admin burden.

Eliminate acquisition inefficiencies. Let Close Easy manage routine processes so you can convert more insolvency clients without the admin burden.

Eliminate acquisition inefficiencies. Let Close Easy manage routine processes so you can convert more insolvency clients without the admin burden.

Quick set-up

Implementation requires less than one day, and practitioner training takes just 30 minutes.

Implementation requires less than one day, and practitioner training takes just 30 minutes.

Implementation requires less than one day, and practitioner training takes just 30 minutes.

30-day guarantee

30-day satisfaction guarantee if you don't reclaim at least 15 hours of administrative work per appointment.

30-day satisfaction guarantee if you don't reclaim at least 15 hours of administrative work per appointment.

30-day satisfaction guarantee if you don't reclaim at least 15 hours of administrative work per appointment.

Book a demo

Book a 15-minute demonstration this week and receive our comprehensive client acquisition checklist template – complimentary.

Book a 15-minute demonstration this week and receive our comprehensive client acquisition checklist template – complimentary.

Book a 15-minute demonstration this week and receive our comprehensive client acquisition checklist template – complimentary.

Security

Industry-standard security

We implement industry-leading security protocols, including end-to-end encryption and best practices, regular penetration testing, and strict access controls. All data is stored in compliance with GDPR regulations, and we uphold a comprehensive data protection policy.

Regular penetrating testing

Our platform undergoes continuous security monitoring to protect sensitive client information, and we ensure data is deleted after use.

Security

Industry-standard security

We implement industry-leading security protocols, including end-to-end encryption and best practices, regular penetration testing, and strict access controls. All data is stored in compliance with GDPR regulations, and we uphold a comprehensive data protection policy.

Regular penetration testing

Our platform undergoes continuous security monitoring to protect sensitive client information, and we ensure data is deleted after use.

Security

Industry-standard security

We implement industry-leading security protocols, including end-to-end encryption and best practices, regular penetration testing, and strict access controls. All data is stored in compliance with GDPR regulations, and we uphold a comprehensive data protection policy.

Regular penetration testing

Our platform undergoes continuous security monitoring to protect sensitive client information, and we ensure data is deleted after use.

FAQ's

What is Close Easy?

What is Close Easy?

What is Close Easy?

How does it work?

How does it work?

How does it work?

Does it integrate with 3rd parties?

Does it integrate with 3rd parties?

Does it integrate with 3rd parties?

Is it secure?

Is it secure?

Is it secure?

Do you offer customer support?

Do you offer customer support?

Do you offer customer support?

How quickly can we implement Close Easy?

How quickly can we implement Close Easy?

How quickly can we implement Close Easy?

Will my clients find it easy to use?

Will my clients find it easy to use?

Will my clients find it easy to use?

How does Close Easy reduce write-offs?

How does Close Easy reduce write-offs?

How does Close Easy reduce write-offs?

Can we customise the client experience?

Can we customise the client experience?

Can we customise the client experience?

What makes Close Easy different from general client portals?

What makes Close Easy different from general client portals?

What makes Close Easy different from general client portals?

"I showed the platform to my Case Manager and her jaw hit the floor!"

Andreas Arakapiotis

Andreas

Partner @ Kallis & Co

Join close easy

Start today.

30 day money-back guarantee

Get a demo

Get a demo

Get a demo

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