Practice management
One record per client, and the work that hangs off it.
- Client records with company details and Companies House lookup
- Leads and quotes before a client signs
- Tasks with owners, due dates and a board view
- Deadlines per client with reminder tracking
- Shared calendar and email templates
Bookkeeping and accounts
Double-entry underneath, plain screens on top.
- Invoices, credit notes and recurring invoices with your branding
- Expenses, products and supplier rules
- Bank statement import and reconciliation
- Chart of accounts, journals, ledger and aged debtors
- Financial statements and year-end
Tax and compliance
Know what is due, for whom, and what is missing.
- VAT, Self Assessment, Corporation Tax and partnership workflows
- Companies House data and confirmation statement tracking
- Anti-money-laundering checks and 64-8 authorisation tracking
- Subject access request handling for UK GDPR
Direct filing to HMRC is being built and is not yet available.
Your team: HR and payroll
For your own staff, not your clients' payrolls.
- Employee records, attendance and hours worked
- Leave requests and approvals
- Pay runs, P45 and P60 records
- Employee portal for payslips, leave and documents
Client portal
A private space for each client.
- Invoices, documents and deadlines, scoped to that client only
- Two-way messages with your team
- Tasks you have asked the client to complete
- Activity history
Organisations with many firms
For groups and practices with more than one entity.
- Group overview across every firm: clients, overdue invoices, deadlines
- Give each person access firm by firm, with a different role in each
- One subscription covering all your firms
- Every firm keeps its own clients, books and portal
