Technology in small practice

Access a range of technology suppliers providing practice automation software and applications suitable for an Irish Small or Medium Sized Practices

AccountancyManager logo


AccountancyManager is a multi award-winning onboarding and practice management software. Trusted by thousands of practices, AM automates all your admin from onboarding and invoicing to internal time management and chasing clients. Give us a call or head to to start your 30-day free trial. It’s easy to get started, but if you need a hand, ongoing support is completely free.

Contact details

Email: Telephone:  1800 856 033

CIEX logo


CIEX is an online platform used by accountancy practices to Buy and Sell Businesses on behalf of their clients. CIEX is exclusively dedicated to the sale, purchase or investment in Businesses. For practices looking to grow their Corporate Finance business CIEX provides direct access to corporate finance teams across Ireland, the UK and beyond. CIEX provides firms with a secure marketplace for their deal opportunities, irrespective of their size or location.

Accountants wishing to buy, sell or invest can use the CIEX platform to identify opportunities and anonymously list their client’s businesses. By using the CIEX platform, accountants gain access to a unique marketplace with 24/7 worldwide exposure to prospective buyers and investors. All employees in a practice can search, track and save listings that are of interest to them.

CIEX will never act as a Broker, Valuer or Advisor – it simply provides a secure, confidential and professional marketplace.

Contact details

For more information contact or visit our website

Circit logo


Circit is an audit confirmations platform connecting audit teams directly into Banks, Solicitors and third-parties globally. The platform is regulated by the Central Bank of Ireland to automate balance confirmations and verify bank transactions for two years.

In addition, Circit provides a collaboration platform for secure file sharing, tracking and messaging with clients, as well as eIDAS electronic signatures for digitally signing financial statements, engagement letters and any document.

Contact details

Email: or Telephone: +353 (1) 906 0818

ID-Pal logo


ID-Pal is an award winning SaaS+ solution that enables accountancy firms to verify their client’s identity and address in real-time across any customer channel. 

Using a unique blend of biometric, document and database checks, ID-Pal combines AML and GDPR best practice with a seamless user experience to strengthen and streamline the onboarding process.  Accountancy firms can tailor and deploy ID-Pal same day without any technical effort ensuring a simple, secure and convenient client journey.

Contact details

Email: Telephone: +353 (0)1 556 3225  / +353 (0)85 1911 823

Relate software logo

Relate software

Relate Software Group designs innovative compliance products for the accountancy sector. 75% of firms in Ireland rely solely on Relate to help run their practices. Our products include the award winning DRIVE CRM Practice Management; Accounts Production, Surf Accounts as well as high end payroll software PayDay & EuroPay. We have 14 different cloud and desktop offerings available and many more currently in development."

Contact details

Email: or Telephone: 01 459 7800

Sage logo


Sage takes you from capture to compliance with seamlessly integrated solutions for data automation, bookkeeping, payroll, payments, VAT, client management, tax and compliance.

Work smarter not harder with Sage. Manage your clients, finances, and people so you can focus on doing the work you love. Minimise repetitive tasks, eradicate data entry and make confident business decisions for you and your clients with smart solutions that work seamlessly together.

Further information

Read more about Sage

Surf Accounts logo

Surf Accounts

Surf Accounts is an Irish Cloud Based Accounts Package used by practices to automate the data entry of client information to produce VAT returns, P & Ls, Balance Sheets, Trial Balances and other client reports. Clients can also share access with their Accountant anytime, anywhere, on any device to produce Sales Invoices and manage their debtors plus much more”

Surf Accounts is part of the Relate Software Group and links directly with Relate Accounts Production.

Contact details

Email: jon.burke@surfaccounts or Telephone: 01 4940580

UBO Service logo


AML HQ’s all-in-one solution for accountancy service providers was created in line with guidance from competent authorities to solve the challenges that accountants, bookkeepers, and tax advisers face in complying with ongoing Anti-Money Laundering regulations.  Our service reduces your risk of exposure to Money Laundering by guiding your staff through efficient processes such as initial Risk Assessments and Client Due Diligence checks. AML HQ reduces onboarding times and provides your clients with a modern, secure, and professional impression of your firm.

Our risk-based approach to Know Your Customer checks automatically creates the records and reports to demonstrate due process and compliance. All reports and evidence are automatically recorded in a GDPR-compliant process and can be efficiently retrieved on-demand to support audits and regulatory visits.

  • Onboard clients faster and demonstrate compliance.
  • Manage all your Anti-Money Laundering processes and data in one secure system.
  • Perform your Customer Due Diligence and Risk Screening within our online platform.

Get a free trial, or for more information visit the AML Pal website

valid8Me logo


valid8Me is a digital identity and client onboarding due diligence platform. vald8Me simplifies and enhances how regulated businesses comply with AML obligations whilst offering their clients are more secure and convenient experience.

Find out more on the valid8Me website
Email: • Telephone: +353 (0) 212 427 562



Xero logo


Xero’s online accounting platform allows you to work faster and more efficiently than ever before. You’ll have real-time access to the information you need simply by logging in.

Work faster and more efficiently with Xero's award-winning online accounting platform. Just log in for a real-time view of client data, whenever and wherever you need it. Read more about Xero