Accurate form completion, every time.
Exizent helps you complete key Court and Inheritance Tax forms using the information you have already added to the case. Figures and details carry forward automatically as the case progresses which helps you avoid repeated typing and gives you more confidence in the accuracy of your work.
What this means for you
Less manual typing across IHT400, schedules, PA1A and C1
Greater confidence that figures stay accurate as details update
A clearer, more consistent way to complete essential forms
Time efficiency
Gain billable hours back by spending less time completing complex forms
Minimise risk
Avoid delays and resubmissions as Exizent handles all the complex calculations for you
Flexible teamwork
Our form auto-population means anyone in your team can organise and complete forms simply
It’s easy to get started
SAVES TIME
One-click completion
Save significant amounts of time per case by completing Court and Inheritance Tax forms at the click of a button. Exizent captures the data you’ve entered in your case and maps it to the appropriate fields in your forms.
IHT400 & SCHEDULES
Necessary forms identified
Some forms like the IHT400 & Schedules take time to determine what documents need to be completed and sent. Exizent prepares any necessary form whenever an eligible asset is added to your case.
ACCURATE COMPLETION
Correct calculations, always
Reduce the risk of delays and resubmitting forms due to errors in calculations. Exizent removes the potential for human error by taking care of select calculations and the correct population of forms every time.
AUTOMATIC UPDATES
Endless admin eradicated
Any time you add or make changes to your case data, this will be automatically applied or updated in your forms. Exizent relieves the need to rekey information time and again. Stopping the need to block out hours of time to complete multiple forms.
“The auto-population of the forms is amazing and, as a sole practitioner with no admin support, a huge saving of time.”
LAURA THOMSON, ST LAW
