Today's packs workbench for filing jobs
An example of one staff surface for VAT packs, Self Assessment requests, payroll paperwork, and year-end: approve, chase, and clear Xero handoff without leaving the day view.
Example flow from custom practice builds. Not a packaged product feature.
See it in motion
How this feels in the working day
A short simulated run of the practice UI. No live AI on this page. Open the portal demo when you want to click through the real queues.
Today's packs workbench
Approve what's in, chase what's missing, clear Xero handoff.
Needs you
2
Missing
8
Ready for Xero
3
Needs your sign-off
Clean uploads can go straight to Xero. Exceptions stay for a look.
Today's packs is the workbench: Needs you, Missing from client, and Ready for Xero, without leaving the page.
The problem
Every job needs a different pile of paper
VAT packs, Self Assessment information requests, and year-end accounts each need their own documents. Without a shared workbench, the pile arrives late, twice, or incomplete.
VAT week becomes archaeology
Purchase invoices and bank PDFs are hunted in inboxes while the return deadline closes in.
Self Assessment has no single list
P60s, dividend vouchers, rental schedules, and expenses arrive out of order with no owner of “still outstanding”.
Year-end packs stall quietly
Bank statements and supporting schedules sit half-complete until someone notices too late.
Staff and client flow
How this example runs
Each job type gets a checklist your firm defines. Staff work three queues on Today. Clients upload against the list.
Open Today's packs
See Needs you, Missing from client, and Ready for Xero for the jobs in flight.
Upload against the checklist
They see what is required, what is done, and what is still missing for that specific pack.
Batch chase or approve
Chase due soon, approve clean uploads, or open exceptions without rebuilding a spreadsheet.
Review when the pack is ready
Work reaches review when the checklist and internal checks say it is ready, not when someone guesses.
In the week
What changes in the week
Filing weeks feel like progress against queues, not inbox archaeology.
Clients know exactly what belongs in the VAT, SA, or year-end pack
Staff work one day view instead of five tools for the same clients
Managers see pack completion before the filing peak, not during it
Custom each time
An example, not a product SKU
This is an example from builds like the Harper Associates portal demo. Every system is scoped to your process, branding, and channels after a discovery call.
FAQ
Common questions
Straight answers on fit, scope, and what custom means here.
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More example workflows
Want this shaped for your firm?
Book a free discovery call. We will map your process and put a clear project price in writing if there is a fit. Try the portal demo if you want to click through an example first.