Practice management for accountants

Track tasks and manage client information

Secure online communication

Clients can send information to you in the right format everytime with our customisable forms.

Documents of virtually any size can be uploaded and shared with you instantly (or vice versa). enables your practice to easily interact with your clients online. practice dashboard
Dashboard screenshot

Convenient online access

Reduce the number of client requests to your practice by providing online access to client information, documents and forms. Clients will no longer have to contact you just to check basic information or request documents.

Our solution has been designed to work on a range of different sized devices, including mobile.

Task management

Never miss key client dates again. View upcoming 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

Data protection and security

Avoid the risk of email with our secure online portal, purpose built for accountants by cloud certified engineers.

Our solution keeps your practice well organised and secure. All communication is encrypted using SSL, just like when using online banking. helps your practice comply with GDPR and was built with both data security and privacy in mind.

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.
Upgrade or downgrade online at anytime.

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