Unified Client Management
View and manage all your clients from a single, intuitive dashboard. Get a complete overview of upcoming deadlines, alerts, and client statuses at a glance.
Direct HMRC Submissions
Submit MTD VAT and Income Tax Self Assessment (ITSA) returns directly to HMRC. Our streamlined workflow ensures compliance and reduces errors.
Automated Bank Feeds
Connect to client bank accounts with secure Open Banking feeds. Automate transaction imports to save time and ensure data accuracy.
AI-Powered Categorization
Leverage AI to automatically categorize bank transactions based on historical data. Dramatically speed up your bookkeeping and reconciliation process.
Integrated Invoicing System
Create, send, and manage client invoices and credit notes directly within the platform. Track payment statuses and maintain a clear audit trail.
Streamlined VAT Workflow
Prepare and review VAT returns with a clear, tab-based interface for sales, purchases, and EU transactions before summarizing and submitting.
Secure Document Management
Securely upload, store, and access important client documents anytime. Keep everything organized and eliminate the need for separate storage solutions.
Simple License Management
Easily assign and manage software licenses for your clients. Our flexible pricing tiers scale with your practice as you grow.
Focused Compliance
Includes only what you need to be compliant, removing unnecessary complexity and making it easy to learn and use.