Multi-client accounting and bookkeeping solution
Powerful tools for accountants and bookkeepers managing multiple clients. Streamline bookkeeping, VAT returns, and year-end preparation.
Features marked Coming soon are still in development or have not yet been checked off in the program feature-status tracker.
Overview of all clients and their status.
Quickly switch between client accounts.
Streamlined process for new clients.
Import from other accounting software.
Control what staff can see and do per client.
Automatic bank transaction imports via a compliant Open Banking / provider integration. UK provider-backed setup still needs implementing.
Manual bank-account setup, CSV statement import, and invoice/receipt matching are available now.
Automatic bank-transaction categorization rules engine is still to be built.
Manually match imported or entered bank transactions to receipts.
Handle international transactions.
HMRC MTD/provider-backed filing still needs proper live integration and compliance setup.
Calculate VAT returns now; live HMRC/MTD submission via an approved provider still needs completing.
Comprehensive tax code management.
Construction Industry Scheme tracking.
Generate tax-ready reports and exports.
Detailed P&L statements.
Comprehensive balance sheet reports.
Cash flow statements and forecasts.
Trial balance reports for audits.
Build custom report templates.
Guided year-end process.
Make year-end adjustments.
Automatic depreciation calculations.
Prepare accounts for Companies House.
Create accounts for your team members with custom access levels.
Define roles like Senior Accountant, Secretary, Trainee with appropriate permissions.
Track who did what and when across all client accounts.
See at a glance what each team member is working on.
Manage staff holidays and redistribute workload.
Create and assign tasks to specific staff members.
Set due dates with automatic reminders.
Create templates for monthly, quarterly, and annual tasks.
Schedule reminders to contact clients.
Set urgency levels and sort by importance.
Add notes and files to tasks for context.
Request access to client business data from other system users.
Import client accounting data from their connected business accounts.
Keep data synchronized with client invoicing and receipts.
View client data without ability to modify their records.
Export client data for reporting or analysis.
Promote your accountancy services within the platform services directory.
Get featured placement in search results and recommendations.
Create and display service packages with pricing.
Display ratings and reviews from satisfied clients.
Manage enquiries from potential clients.
Build a scalable practice with recurring revenue from multiple clients.
Charge clients monthly for ongoing bookkeeping services. The multi-client dashboard lets you manage dozens of clients efficiently, maximizing your earnings per hour.
Charge per VAT return submission. MTD-compliant filing directly to HMRC. Quarterly returns mean regular, predictable income from each VAT-registered client.
Premium fees for annual accounts preparation. Automated trial balances and adjustments reduce your workload while maintaining service quality.
Add payroll processing as an additional service. Monthly fees per employee processed. Automated calculations reduce errors and save time.
Use the reporting tools to provide valuable business insights. Offer management accounting and advisory services at premium rates.
Connect with other accountants and share resources.
Connect with accountants in other regions. Refer clients who need local expertise and receive referrals from the network for clients in your area.
Access and share engagement letters, working papers, and report templates. Learn from best practices across the network.
Planning to retire or scale down? List your practice or client book for transfer to other accountants in the network.
Access shared continuing professional development resources. Stay current on regulatory changes and best practices.