Practice management for accountants

Manage client information and documents online

Secure online communication

Clients can complete customised forms and securely share documents with you.

Documents of virtually any size can be uploaded. All files are physically stored in the EU using the secure Amazon Web Services cloud platform.

With your practice can easily find the information you are looking for. We can also send alerts about important events, for example when a new document is added. practice dashboard
Dashboard screenshot

Convenient online access

Allow clients instant access to their documents, company information and completed forms.

Reduce the number of client requests to your practice by providing self-service access and keep your clients happy in the process. Our solution has been designed to work on a range of different sized devices, including mobile.

Task management

Quickly view upcoming client events and ongoing work across your practice. Assign tasks to different members of staff, track progress and even view the time spent against each client.

Estimate the cost of the time spent on each task with our reporting system. This is based on who was involved and the type of work (Accounts, Payroll, Consultancy etc).

Reporting screenshot
Secure application, SSL encrypted communication

Secure and reliable

Avoid the risk of email with our secure online portal. No more worrying about file sizes or digging around trying to find a particular client email.

Our solution keeps your practice well organised and secure. All communication is encrypted using SSL, just like when using online banking. will help you comply with GDPR, it was built with security and privacy as key considerations.

Related: Read our GDPR guide, Read our security policy.

Online payments

No more chasing clients with online payment support and automated reminders.

Accept payment online via any major debit/credit card. We do not charge any additional fees for online payments.

Create an invoice


We offer a range of plans depending on the size of your practice.
Plans range from £20/month for sole accountants to £150/month for larger practices.

Get started

Sign up now for a free 30 day trial.
No credit card information required.

Try for free