What you stop doing
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.
What you stop doing
Four kinds of practice, one set of records.
Practices
Stop keying the same client into several systems, and stop finding out about a deadline from the client.
Jobs, workflow stages and statutory deadlines sit on each client's record, and the deadlines list ranks every outstanding date as At risk, Watch or On track with the reasons in words. Partners see time, work in progress and capacity in one place.
Edit a workflow template to suit the firm; jobs already open keep the stages they started with. Managers approve each week of time, and approved weeks are locked.
Review is a control, not a habit: the person who prepared a return cannot review it or seal it, and the Today screen shows each reviewer the returns waiting for them.
Scroll sideways to read the whole screen.
Sole practitioners
You are the practice manager, the bookkeeper and the partner at once.
Stop chasing records by hand: missing records are chased from the client's record, and the dates are watched.
Stop guessing which clients Making Tax Digital for Income Tax reaches. The mandate radar reads your own Self Assessment returns and lists each client with the tax year they are mandated from. Quarterly updates are drafted from the ledger for you to check.
Bookkeepers
Stop chasing a quarter. Match the bank lines, confirm the entries, and hand the VAT figure to the partner with every box opening its sources.
The usual nominal for each supplier is suggested from entries your own people have posted or corrected; pin one, or remove it.
A variance check flags a swing on last quarter, input VAT out of proportion, or the same invoice claimed twice, before the partner sees the return.
Scroll sideways to read the whole screen.
Tax advisers
Keep each computation and its sources together. Each VAT box and Income Tax figure carries a working paper reference, and advisory tools for inheritance tax, capital gains, EIS and SEIS, and R&D work from the same records.
Ask about UK tax guidance and get an answer that cites where it comes from, or a plain refusal if it cannot.
March, in one screen
Carried forward · One record, carried onto every page.
One list shows every deadline ranked by what is at risk: the job with tasks still open, the client who still owes records, the HMRC authorisation that ends before the due date. A bell in the header collects the warnings.
Scroll sideways to read the whole screen.
Where Account stands
Early access by invitation. Tell us about your practice and we will be in touch.