For Accountancy Practices

Apps Built for UK Accountants

Practice management, client portals, document collection, and integrations with Xero, QuickBooks, FreeAgent and Sage — built specifically for UK accountancy firms tired of fighting generic CRMs.

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What We Build

Built for the Way UK Practices Work

Six features that UK accountants ask for repeatedly. Each one designed to remove a real Monday-morning headache.

Client Portals

Branded client portals where clients upload invoices, receipts, and documents securely. Auto-categorisation, GDPR-compliant retention, and mobile-friendly upload.

Practice Management

Job tracking, deadlines (CT600, SA100, VAT, CIS), capacity planning, and partner reviews. Designed alongside actual UK practices, not adapted from US tax software.

Xero / QuickBooks / Sage

Two-way sync with the accounting platforms your practice already runs. Pull client trial balances, push journal entries, sync chart of accounts. The plumbing that makes everything else work.

AML & KYC for Clients

Onfido or SmartSearch integration for client onboarding KYC and AML risk scoring. Automatic reminders, audit trail, and suspicious activity flags — the documentation HMRC and your supervisory body expect.

MTD & HMRC

Making Tax Digital for VAT and ITSA-aware integrations, plus HMRC API connections for status checks. Submit-ready or display-only depending on what your practice needs.

Reporting & KPIs

Realisation rates, write-off tracking, partner billing dashboards, and lock-up reporting. The numbers managing partners actually look at.

What Practices Tell Us

What UK Accountants Actually Want

After a few accountancy practice builds, three patterns come up every time:

Less Email, More Structured Workflow

The bottleneck in most practices is information chasing — emails to clients, follow-up on missing docs, status confusion. We build structured client portals with clear request lists, automatic reminders, and a shared status everyone sees.

Integration With What You Already Use

Your practice already runs Xero, QuickBooks, FreeAgent, or Sage. The last thing it needs is another silo. We build apps that read from and write to your existing tools, not platforms that demand wholesale migration.

AML That Doesn’t Eat the Whole Day

AML is non-negotiable. Spending 3 hours per new client on it is. We build automated risk scoring, document collection, and ongoing monitoring so the bulk of AML happens in the background.

FAQ

Frequently Asked Questions

Yes. We routinely build two-way integrations with Xero (very mature API), QuickBooks Online, FreeAgent, and Sage. We pull trial balances, push journals, sync charts of accounts, and reconcile invoices. We pick the integration depth based on what your workflow actually needs.
Yes. Making Tax Digital for VAT is well-supported via HMRC’s API. ITSA support is partial (it depends on what HMRC has actually exposed). We can build MTD-aware features for both, with clear visibility into which submissions are HMRC-direct vs read-only.
We integrate SmartSearch (popular with UK practices) or Onfido for digital KYC. Risk scoring, ongoing monitoring, sanctions screening, and PEP lists. Audit trail meets HMRC and your supervisory body’s expectations.
Yes. Branded client portals are standard — your logo, colours, and domain. The internal practice tooling can be branded too if you want a consistent experience for partners and staff.
From sole practitioners up to mid-size firms (50-100 staff). Bigger firms typically have IT teams who want to build in-house; we work best with practices wanting modern tools without an internal dev team.
A focused client portal with document collection starts from £8,000 (4-6 weeks). A full practice management build with Xero/QuickBooks integration runs £15,000-£30,000 (8-12 weeks). Custom multi-feature platforms with HMRC integrations and partner dashboards run £30,000+ (12-16 weeks).
For Accountancy Firms

Ship Better Tools
For Your Practice

Tell us what is slowing your practice down. We’ll come back within 24 hours with a clear scope and fixed-price quote — designed around the way UK accountancy practices actually run.

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