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Why one system

Practice software for UK accountants: client records, bookkeeping, tax and compliance in one system, in place of the five or six subscriptions a firm juggles today.

01

Why one system

Many practices run several separate subscriptions for practice management, tax, document capture and client communication. The same client is keyed in more than once, and the busy season is spent moving figures between them.

Account exists so a practice keeps one record of each client and can trace a figure on a return back to the records it came from.

About seventy-four seconds, without sound; captions are on, and the player’s captions control switches them off. Illustrative: fictional client, figures and data. The film follows its own fictional client, so the figures and references it shows are its own and are not the specimen’s on this site.

What the film shows

  • One record for each client, used across the practice.
  • The day opening on what needs attention, and a client with one file.
  • Bank lines matched or left open, and names screened against the UK sanctions list.
  • A figure opening the records it was made from.
  • A box ticked only when it agrees to its source, a review point answered and cleared, and nothing deleted.
  • The client approving on a phone, and the reviewer signing off with initials and date.

The seal comes last, and filing is not switched on yet. The practice, client and figures in it are invented.

02

How Account works with a practice

Automate the mechanical work. Keep the judgement.
Account keeps the records and the review in one place. You review and sign.
Evidence before assertion
Each VAT box and Income Tax figure opens the records behind it.
Two people on a return
The person who prepared it is never the person who reviews or seals it.
Fails safe
If something is missing, it stops and tells you rather than guessing.
Honest about its limits
It says what is built, what is switched on and what is not, and it does not give tax advice.
03

The company behind Account

Avanti Account is an Avanti Mind company. The company's particulars are on the terms page.

04

Where Account stands

Early access by invitation. Tell us about your practice and we will be in touch.