What the platform does, across every tool.
The five products share one client record, one set of permissions and one audit trail. These are the capabilities that run underneath all of them.
The things a practice needs working every day.
Looking for what each tool does? The Tools page covers all 14 of them — practice management, AI bookkeeping, MTD VAT, AML, company secretarial, eSign and more — in depth.
Deadline engine
Recurring client obligations roll forward on their own, so the deadline view stays current without anybody maintaining it.
One client record
Deadlines, jobs, time, documents and AML all attach to the same client. No second list to keep in step with the first.
Staff & capacity
Jobs allocated to named people, with workload visible across the team — so bottlenecks show up before the week does.
Time against jobs
Staff book hours to the specific job rather than a general pool, which is what makes recovery a number instead of a feeling.
Job billing
Hours recorded against a job feed into what you invoice, so cost and fee sit side by side before the bill goes out.
Compliance evidence
AML checks, risk assessments and reviews held against the client with a dated trail, ready to produce on request.
Bulk import
Bank statements and invoices come in as a batch rather than line by line, turning data entry into review.
MTD-ready records
Client records kept digitally in the form Making Tax Digital requires, with accountant access over the top.
Role-based access
People see what their job requires. Sensitive material is scoped to the roles that need it rather than everyone with a login.
Held in the UK, built for UK practices.
Hosting, data protection and the compliance obligations we build around are all UK-first — not adapted from another market after the fact.
See it against your own client list.
The quickest way to judge it is on your own practice. Book a walkthrough and we will use your real workflow.