Accountancy Pro

Multi-client practice management with payroll and client portal.

Included in this plan: ✓ shown normally. Not in this plan: ✕ shown crossed out with the plan that includes it (e.g. Pro or Enterprise) so you know what you get by upgrading.

• ✓ Client ledger and transaction management
• ✓ Bank reconciliation tools
• ✓ VAT return preparation and submission
• ✓ Profit and loss reporting
• ✓ Balance sheet generation
• ✓ 1 user account (sole practitioner)
• ✓ Document upload and storage per client
• ✓ HMRC-compatible reports
• ✓ Multi-client practice management dashboard
• ✓ Up to 5 user accounts (staff)
• ✓ Payroll management tools
• ✓ Corporation tax calculations
• ✓ Year-end accounts preparation
• ✓ Client portal for document exchange
• ✓ Automated bank feed imports
• ✕ Unlimited user accounts — Available in Accountancy Enterprise
• ✕ Multi-office support — Available in Accountancy Enterprise
• ✕ Advanced audit trail and compliance — Available in Accountancy Enterprise
• ✕ API access for HMRC and banking integrations — Available in Accountancy Enterprise
• ✕ Priority support and dedicated account manager — Available in Accountancy Enterprise
• ✕ Bulk client onboarding and migration — Available in Accountancy Enterprise

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