Manage bookkeeping, payroll, documents and correspondence for all your mandates in one platform — IDup gives trustees a clean, auditable workspace per client and a single overview across every one of them.
Trustee work is judgement work wrapped in logistics. The judgement is what clients pay for; the logistics — collecting documents, chasing missing information, keeping each mandate’s data separate and traceable, producing the same reports in a dozen slightly different formats — is what consumes the week.
IDup removes the logistics without diluting the separation. Each mandate lives in its own workspace with its own data, permissions and audit trail. Receipts arrive digitally and code themselves, payroll runs from data that is already current, documents are archived where they belong, and you move between clients in one click instead of one login per system.
Multi-tenant workspaces keep each client’s data isolated while you keep one login and one overview. No shared spreadsheets, no exported files travelling by email, no risk of the wrong data in the wrong report.
Permissions are set per mandate, so staff and clients see exactly their part and nothing else — which is both a compliance requirement and a practical relief.
Status, deadlines and open items across all mandates on a single screen.
Work at your desk, at home or at the client, on any device, with nothing to install.
Receipts, supplier invoices and incoming post are read automatically and posted with the source document attached — so the evidence and the entry are never separated.
Only unclear items reach a human. That single change turns the largest recurring cost in a trustee practice into a short review.
Automatic reading, coding and matching, with exceptions flagged rather than guessed.
Document requests, reminders and recurring bookings run on schedule, per mandate.
Every posting keeps its document, its history and its author. What was booked, when, from which receipt and what changed since is retrievable years later, per mandate.
That is what makes an audit, a bank request or a handover an uneventful morning instead of a week of searching through folders and mailboxes.
Encrypted on secure servers worldwide, with granular permissions and a complete audit trail.
From a handful of mandates to a full practice without adding a single new system.
Strict data separation per client with your own permissions in each, plus one consolidated view of status, deadlines and open items across the practice.
Clients photograph receipts and forward post; the AI reads, sorts and files everything into the right mandate automatically, all year rather than in one delivery.
Salary runs, bookings and reporting in one platform, so personnel cost lands in the books the moment it is released — no export, no re-entry.
Live dashboards and clean PDF or Excel reports per mandate, with every figure traceable to its entries and documents. IDup is software, not tax advisory.
IDup automates the routine — capture, coding, matching, chasing — so the limit on how many mandates you serve stops being administrative throughput.
In most practices the constraint is not expertise but hours spent preparing data that a client could have captured in three seconds at the till. Moving that work to the source is the single largest efficiency gain available.
What you free up is exactly the time you can sell: analysis, planning, conversations that change a client’s decisions rather than describe them afterwards.
Open items, missing documents, deadlines and payroll runs — the whole practice in one place, on desktop and mobile.
You see which mandates are complete, which are waiting on a client and which need attention this week, without collecting status reports from anyone.
And because every figure stays connected to its evidence, answering a client’s question takes a click rather than a search through last year’s correspondence.
The most expensive recurring task in a trustee practice is not bookkeeping. It is asking. Asking for the missing invoice, the bank statement, the contract, the explanation for an unusual payment — then asking again two weeks later.
IDup replaces the chase with a shared workspace. Clients upload documents where they belong, answer queries in context and see what is still outstanding on their own dashboard. Automated requests go out on schedule so nobody has to remember them.
The result is fewer emails, shorter closings and a noticeably better relationship, because the conversation stops being about paperwork and starts being about the business.
You don’t pay extra for the rest of the platform. The same login gives you accounting with AI receipt capture, invoicing and online payments, tax filing, annual statements and financial reports, a full CRM, estimates and contracts, projects, tickets, a client portal, employee and payroll management, permissions and multi-tenant workspaces.
It also gives you the modern layer most trustee software doesn’t have: IDup AI as an assistant across the platform, an AI chatbot for your website, automated workflows, marketing campaigns and a shared inbox for WhatsApp, SMS, email and social conversations.
So the same platform runs your practice and your clients’ businesses — in 27 languages, in 20 currencies, GDPR-compliant, on secure servers worldwide, with no prior software knowledge required on the client side.
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