For accounting firms
One portal for the wholefirm and its clients
We build custom portals so partners, managers, and clients share the same view of VAT packs, SA requests, and year-end uploads. Less chasing, less retyping into Xero, clearer deadlines.
The problem
Why practices look for this
The same chase loops show up before every filing deadline. Here is what usually breaks first.
Different people, different versions of truth
Partners, managers, and admin each keep their own list of what is outstanding.
Clients keep asking for updates
Without a shared status page, your inbox fills with 'have you received this?'
Growth means more chasing, not more margin
Every new client adds email follow-up because nothing was built to scale with the firm.
Our approach
How we help
Custom software for UK accounting firms. Shaped around your packs, channels, and filing calendar.
Firm-wide status view
One dashboard for submission status, deadlines, and stuck work across clients.
Client self-service
Branded login for uploads, forms, and progress, so clients stop emailing for updates.
Fixed price after discovery
Free scoping call, then a written price. Custom software you own, not another seat licence.
What you get
Clearer lists. Less chasing.
Partners see incomplete packs before they delay reporting
Admin stop being the human bridge between email and systems
Clients self-serve uploads and progress checks
Handover so your team can run the portal without us
In context
Built for how your practice already works
One shared view for partners, managers, and clients, built around your process.
FAQ
Common questions
Straight answers on fit, timing, and what custom means here.
Ready to cut the VAT and pack chasing?
Book a free first call. Custom software for UK accounting firms, including optional helpers that know your lists and filing dates.