Agile Financial Services & Accountancy - Visual Planning

A simple way of increasing efficiency by having a clear plan of your workload.

T Card boards and cards specifically designed for financial services.

Simple bespoke options for managing Staff to maximise resources and improve customer service with the ability to review, allocate and improve.

Plan

Having a visual plan that is easily accessible can seriously improve efficiency.

Allocate

Allocate tasks in a clear precise way. Highlight responsibilities and deadlines. Avoid duplication. Co-ordinate more effectively.

Track

See clearly where a task is in the process. Identify spare capacity and bottlenecks. Give accurate estimates of completion.

Improve

Adjusting Boards or Card Designs is simple. Adapt to your workload and requirements.

“T Cards Online has revolutionised client process tracking and asset transfer management for me. I now know the total value of assets and advice sitting at each stage of the process. This helps me prioritise, forecast and assess the value of work in progress. The flexibility of the system means that I can continually make improvements and efficiency has really increased.”
James Boughton-Thomas, Practice Financial Planner, Tunstall Financial Management
Calendar or Custom Boards

Calendar or Custom Boards

Customised T Boards to suit your processes. Identify task progress. Setup notifications and alerts for reminders. Simple to setup and edit. Create and name Row Groups to allocate to teams or individuals.

Unlimited Card Designs

Unlimited Card Designs

Card Designs can easily be created to suit any process using one of our design templates or simply create your own. Simple to adapt and edit as your business changes and grows.

Flexible User Permissions

Flexible User Permissions

Change permissions to restrict the access or editing rights for all team members. Choose who can edit or view anything from Boards to Row Groups to individual fields.

Packaged with
50+ Years of Planning Experience

T Cards Online is built and maintained by T Cards Direct; A family business with over 50 years experience designing, manufacturing and supplying T Cards and T Card Systems for a wide range of industries.

A subscription to T Cards Online includes full access to this experience offering support and advice to improve your processes.

Sign up for a free trial now

FREE Bespoke Setup

We understand that our clients don't always have the time to set up and learn a brand new system so we can do that for you completely FREE OF CHARGE. Get truly custom Boards and T Cards to suit your specific needs alongside ongoing assistance at zero extra cost.

Personal Client Support

When you contact us you'll be speaking directly to a member of our team and never a call centre. Client satisfaction is our top priority so you can rest assured that whatever your query we'll be there to assist you personally.

Always Evolving, Always Listening

We're constantly adding new features to T Cards Online based on our clients' needs so if there's a feature your business needs which we're missing, contact us as it could be coming soon.

Trusted across the industry

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