The command centre for your firm
Practice Manager
Practice Manager is the central nervous system of your firm — clients, jobs, deadlines, capacity and billing in one real-time workspace. Stop chasing spreadsheets and inboxes; see exactly who owes what, what is due this week and where every job stands.
- Unified client & job ledger with live deadline tracking
- Capacity planning and workload balancing across the team
- Automated job templates for VAT, accounts, payroll & self-assessment
What Practice Manager does for your firm.
Client CRM
A single record per client with services, fees, contacts, ID checks and the full engagement history.
Job & workflow engine
Templated pipelines for every service with stages, checklists and reviewer sign-off.
Deadline radar
Companies House, HMRC and VAT dates pulled in automatically with traffic-light alerts.
Capacity planning
See team workload at a glance and rebalance work before bottlenecks bite.
Time & billing
Track time against jobs, raise fixed-fee or time-based invoices and watch WIP in real time.
Practice insights
Recovery rates, write-offs, lock-up days and profitability per client and per partner.
Where the AI actually helps.
AI job allocation
Suggests who should pick up each job based on skills, workload and deadline pressure.
Risk & bottleneck alerts
Flags jobs likely to miss deadline before they slip, with the reason why.
Natural-language search
Ask "which VAT clients are unfiled and due this week?" and get an instant answer.
Live in four steps.
Onboard
Import clients from Excel, CSV or your old system in minutes.
Template
Apply best-practice job templates to every recurring service.
Operate
Work the dashboard daily — deadlines, queries and reviews in one queue.
Improve
Use insights to price better, staff smarter and grow margin.
Works alongside the rest of the toolkit.
See Practice Manager on your own client list.
Book a walkthrough and we will use your real workflow rather than a demo dataset.