Software for Accountancy Practices

Buy compliance, build workflow

Tax, accounts production and payroll software must be bought — the rules change constantly and someone else should be responsible for following them.

What practices struggle with is the workflow: onboarding a client, knowing what is due when, and getting the records out of clients in time to do the work without a January crisis.

Document collection is the real problem

The bottleneck in most practices is not the accounting. It is waiting for clients to send records, then chasing, then chasing again.

1. A per-client checklist of exactly what is needed, generated from their service list
2. One upload link, no account required, that works on a phone
3. Automated reminders that escalate, with the deadline stated
4. Visible status — the client can see what is outstanding without emailing
5. Received items marked automatically, so nobody chases what has arrived

A practice that reduces its average record-collection time by two weeks does not need more staff in January. It has moved January.

Deadline management

• Every obligation per client with its statutory date
• Internal deadlines set earlier than statutory ones, deliberately
• Workload by week, so capacity problems are visible in November not January
• Escalation as dates approach without progress
• Partner view of anything at risk

Onboarding

Taking on a client involves identity checks, engagement letters, authorisations, and collecting the information needed to serve them. Done manually it takes days of elapsed time and several email round trips.

• Identity verification integrated rather than posted
• Engagement letter generated from the service selection and signed electronically
• Authorisations tracked with their status
• Client details collected once, into the systems that need them

Where AI genuinely helps here

Document classification and extraction: sorting what a client uploaded into the right category, reading invoices and statements, flagging what is missing.

What we would not automate is the judgement — treatment decisions, disclosures, anything with a professional obligation attached. Assist the accountant, do not replace the review.

Frequently asked questions