Here's a little taster of what Xplan Essentials can do. Ask us for a full demo.

Practice management made easy

Wave goodbye to spreadsheets and sticky notes with the simply brilliant Tasks Hub in Xplan Essentials.

Client management made easy

Keep your clients right where you want them with the simply brilliant Client Hub in Xplan Essentials.

Onboarding made easy

Get facts, not friction, with the simply brilliant online client fact-find in Xplan Essentials.

Revenue management made easy

Get month-end done in 15 minutes with the simply brilliant CommPay in Xplan Essentials.