Practice management software for UK accountancy firms. Client records, statutory deadlines, engagement letters, documents and a client portal, working from the same data.
Confirmation statement
Northwind Trading Ltd
VAT return
Bramble & Co
Accounts
Harper Studio Ltd
Self Assessment
A. Patel
Built with a working practice, around the jobs accountants actually do every week.
Confirmation statement · Northwind Trading Ltd
From Companies House
VAT return · Bramble & Co
Quarter to 30 Sep
Corporation tax · Harper Studio Ltd
Year to 31 Mar
Payroll (RTI) · Linden Dental LLP
Monthly
Read from Companies House and each client's own records, never guessed. Overdue work is impossible to miss.
Letter of engagement
Built from the client record: the right addressee, each service with its fee and scope. Signed in the browser.
Clients upload files, sign documents, follow their jobs and message the team.
Folders per client, version history, and a clear line between shared and internal.
Every task has an owner. See each person's open work at a glance.
Look up a company, pull its details and keep its filing dates in step automatically.
Staff see only the clients they work on. Sensitive notes are encrypted. Every sign-in, export and deletion is logged.
01
Import the client list from your current system as a CSV. Every row is checked first, and nothing is overwritten without your say.
02
Company dates come from Companies House. VAT, payroll and tax dates come from each client record. Each task goes to the person responsible.
03
Engagement letters are written from the client record, signed online and filed with a full audit trail. Clients follow along in their portal.
Deadlines are read, never calculated. If the record says a return is due, the task says so too. If the record changes, the task follows.
A 30-minute walkthrough with demo data, shaped around how your firm works.