For professionals
Offer your clients a record they'll actually keep
Accountants, solicitors, IFAs and wealth managers introduce Gift Recorder to their clients — and, with consent, see a clean, evidenced gift history when it's needed.
Branded, client-consented access
Your clients invite you in. Access is read-only, granted on explicit consent, and can be changed or revoked by the client at any time.
Evidenced schedules ready for probate
When the time comes, there's a clear, dated gift schedule with evidence attached — not a shoebox of receipts or various spreadsheets to reconstruct.
A multi-client console
Keep track of the clients who've granted you access, and see at a glance where records are up-to-date or need attention.
Built around client consent
Your client owns their ledger. You only ever see a client's records where they have actively granted you access, and they can revoke it at any time. Gift Recorder never pools allowances or seven-year clocks across people.