Unlock the potential of your practice with

Zenplan

JE Consulting is thrilled to partner with Zenplans to demonstrate how this innovative platform can transform the way you manage your clients' affairs in life and after.

As many of your clients' lives become more complex and increasingly digital, it can be hard to keep track of things.

Designed specifically for accountants, solicitors and other professional advisers, this Law Society and ICAEW-accredited service, helps consolidate your clients' physical and digital documents in one secure, accessible location.

Zenplans has helped countless firms, like yours to:

  • Initiate deeper discussions around estate planning opportunities.
  • Build lasting relationships to future-proof your practice.
  • Adjust your pricing strategy by offering Zenplans as a value-added service or reaffirm your current fees.
  • Consolidates all client documents in one secure, easy-to-access location.
  • Provide peace of mind for clients and their families, especially in emergencies.

Don't miss this opportunity to streamline your practice and enhance your client relationships with Zenplans.

 

If you would like to see full details of our data practices please visit our Privacy Policy and if you have any questions please email privacy@je-consulting.co.uk.