Guided product demo
Practice overview
Your workload, deadlines and client dependencies in one place.
Monday, 31 August
Open jobs
12
Overdue
1
Review & filing
3
Waiting on clients
4
Tasks underway
7
Intake3
In progress5
Review3
Ready to file1
UK accounting practice software
Practice Ops is designed for small UK accounting practices that need a clear, auditable alternative to disconnected workflow, document and accounts-production tools. The interactive workspace above contains fictional data and requires no account.
Monitor open jobs, overdue work, review queues, client dependencies and team tasks from one accountant dashboard.
Keep each client’s recurring services, obligations, deadlines, jobs and evidence connected in one controlled record.
Bring exceptions, incomplete controls, evidence requests and work ready to file into a dedicated professional review queue.
Import bank records, categorise transactions, post balanced journals and prepare deterministic micro-entity working papers under accountant control.
Request and retain source documents through a client portal with file history, scan status and an auditable evidence trail.
Retrieve company profiles, officers, filing history and persons with significant control as timestamped read-only snapshots.
Prepare review snapshots and manual reference packs while keeping government acceptance separate from preparation and approval.