mTrio, at the heart of your practice

mTrio is a tailored practice management solution, designed by and for accountants globally.  It delivers workflow automation, reporting, email management, time logging, process and task management. . Based on Salesforce, the world’s most successful cloud based CRM platform, mTrio integrates with best of breed applications at a value price.


Built on the Salesforce App Cloud. Trusted, reliable and used by some of the most recognisable companies and institutions on the planet.


An intuitive user experience tailored for accountants using the latest design techniques allows  your team to use it with little or no training.


Using the power of a cloud based platform we can integrate with systems you already use like Xero or Digita. Making it possible for data to seamlessly flow between systems.


Tasks can be templated and scheduled so they appear automatically against your clients.  With an in built planning tool your todo list is always at your finger tips.


Automate your day to day tasks with in built tools like field updates, document generation, invoice creation, email and SMS alerts.


Affordably priced per user per month. One simple price. Billed monthly or annually. 

mTrio was setup by a group of like minded individuals who enjoy the occasional cup of tea and have a passion for technology.



Co founder

Voted one of the world’s most inspiring accountants. Well known in the industry with a great network within the accounting space, as well as technology providers in the sector such as Thomson Reuters Digita & Xero.



CTO - Co founder

Simon has been voted one of Salesforce’s MVPs for the past 4 years and has been working with the platform for 6. He is also a certified Salesforce instructor and holds all of the admin and developer certifications.



COO - Co founder

Ross has worked with Salesforce for over ten years primarily in the financial services sector. He has a proven track record in delivering Salesforce solutions to global banks, large UK non profits and a number of small businesses.



Chief Sales Officer

Ashley has built and used databases extensively in his career and helped many accountants with streamlining their practice management solutions. With over eight years working in the industry he is well aware of the pressures facing it.

Affordable. Everything included.

per user per month
  • Task planning
  • Task automation
  • Process management
  • Reporting
  • Dashboards
  • Health checks
  • Engagement Letters
  • Free product support
  • Knowledge base
  • Easy to use
  • Mobile access
  • In built collaboration
  • Google Drive Integration
  • Google Mail Integration
  • Outlook Integration
  • Xero Integration
  • MailChimp Integration
  • SMS Integration

Contact us.