What We Build for Accountancy and Tax Practices

Onboarding and AML at Scale

New clients wait weeks while engagement letters, due diligence and checklists crawl through inboxes, delaying the first fee.

One flow from signed proposal to engagement letter, identity checks and client due diligence
Companies House and PSC data pulled automatically, discrepancies flagged for review
Sanctions and PEP screening run at onboarding, then kept running for the life of the relationship
Every step logged with a timestamp, so the evidence pack is one export away

What it gives back: Clients start billing in days rather than weeks, and the compliance trail builds itself as a by-product.

Companies HouseID verificationPractice managementProposal tools

Onboarding and AML at Scale in detail

Kestrel Row Property LtdOnboarded in 2 days

Companies House record checkedMon 14:22
Directors and beneficial owners verifiedMon 14:48
Sanctions and PEP screening clearedMon 14:51
Risk assessment approved by partnerTue 09:10
Engagement letter issuedTue 09:12

Every step timestampedEvidence pack ready

Illustrative only. Built around your practice, your clients, and your software.

Records and Document Chasing

Chasing produces no fees, yet it consumes more time than almost anything else. Reminder tools file whatever comes back without checking it answers the question.

Works out what is actually outstanding on each job, then writes to each client individually on the channel they use
Reads what comes back and checks it genuinely answers the request, rather than filing whatever arrives
Files it correctly, and never chases a client who has already sent something in
Stops and asks a person whenever it is not confident, with its reasoning in plain English

What it gives back: Partners and managers stop spending their week on follow-up, and records arrive steadily instead of in a deadline scramble.

XeroDextKarbonBrightManagerOutlook / GmailSpreadsheets

Records and Document Chasing in detail

Command Centre

Running

Next statutory deadline9 days

MTD quarterly update

33 of 207 records in16%

referred to a human, not decided alone

76%

closed with no staff involvement

Every document checked against the request

IMG_8783.jpgDoes not satisfy

Name on the document reads “Callum Sinclair”, not the client on this file. Held back, follow-up drafted.

6 bookkeeping systems, 280 clients, one queue. Including the 31% still on spreadsheets and paper.

Clients only contacted 08:00 to 19:000 staff hours

Illustrative only. Built around your practice, your clients, and your software.

Chase Engine command centre: records outstanding against the next deadline, items referred for a decision, and coverage across six bookkeeping systems — Every deadline in the practice on one screen: which one is furthest behind, how much is still sitting with clients, and the few items the system referred rather than decide alone. It reads clients on Xero, on spreadsheets and on paper the same way.An MVP on demo data, before personalisation to a practice

Chase Engine pipeline: every outstanding request item across pending, requested, chased, partially received and complete — Every outstanding request the practice is carrying, at the stage it has reached. Most of it is waiting on clients rather than on staff, which is the half nobody usually tracks: each card carries how long it has been open, how many chases have gone out, and when the next one is due.The same MVP, on the same demo data

Fee Recovery

Extra work arrives one favour at a time, and by the time anyone reviews the job it is history that nobody wants to raise with the client.

Reads client email and job activity for work that sits outside the engagement
Recomputes fees and interest independently from the signed terms, and compares them against what was invoiced
Drafts the fee note, with the work and the dates set out, for a partner to approve
Runs across the whole client book rather than a sample, because the cost of checking is near zero

What it gives back: Under-billing is caught while it is still fixable, and the conversation with the client is evidenced rather than awkward.

Engagement termsPractice managementBilling systemsOutlook / Gmail

Fee Recovery in detail

Fee recalculation check42 engagements

Rate in the engagement terms2.5%
Fee that should have been raised£14,375
Fee actually invoiced£12,900

£1,475 under-billed

Recalculated from the signed terms, flagged before the file closed.

41 confirmed correct1 recovered

Illustrative only. Built around your practice, your clients, and your software.

Fee Review and Repricing

Fees get set once and inherited for years, while the workload behind them grows quietly.

Builds the true cost to serve each client from time, disbursements and job history
Ranks clients by the size of the gap between what they cost and what they pay
Prepares a renewal pack for each one: the work done, the fee, the proposed fee, the reasons
Tracks which increases were proposed, accepted or declined, and what happened next

What it gives back: Repricing becomes a scheduled, evidenced conversation at renewal rather than a difficult one nobody starts.

Practice managementTime systemsBilling systemsEngagement letters

Fee Review and Repricing in detail

Billing and Collection

Work sits finished but unbilled, then invoices sit issued but unpaid, and the practice funds both.

Raises the bill when the job is finished, rather than at the next billing run
Chases each client through the channel and cadence they respond to
Escalates by age and value, with anything sensitive routed to the partner first
Shows WIP days and debtor days by partner and client, so the cause is visible

What it gives back: Cash arrives weeks earlier, and lock-up stops being a number that is only discussed after the year end.

XeroQuickBooksSagePractice managementPayment providers

Billing and Collection in detail

Reporting and Dashboards

Client reporting packs are assembled by hand each month, and the practice numbers live in different systems that rarely agree.

Produces recurring client reporting packs on schedule, drawn from the ledger
Comments the figures that moved, so the pack arrives explained rather than raw
Brings fee income, recovery, lock-up and pipeline into one partner view
Sends each partner what is theirs, on the day it is needed

What it gives back: Reporting stops depending on whoever usually builds the spreadsheet, and partners see the same numbers at the same time.

XeroQuickBooksSagePractice managementExcel models

Reporting and Dashboards in detail

Document Review and Extraction

Someone qualified reads a 150-page pack line by line to find the dozen terms that actually matter, then does it again on the next one.

Key terms, dates, rates and obligations pulled out of leases, contracts and deal packs
Every extraction compared against your precedent or the prior year, with differences surfaced
Anything unusual flagged before review starts, rather than discovered halfway through
Source page cited against every field, so a reviewer can verify in seconds

What it gives back: Senior time shifts from reading to reviewing, and the differences that carry risk stop depending on whether someone spotted them.

PDF and scanned packsDocument managementSharePointPractice management

Document Review and Extraction in detail

Lease pack · 148 pagesread in 40s

Extracted, checked against the 2025 precedent

Term10 years
Break clause3 months notice
Rent reviewOpen market, yr 5
Service charge capNone

Two terms differ from the precedent deal. Both surfaced before review, not after.

31 fields extractedHours of reading, removed

Illustrative only. Built around your practice, your clients, and your software.

Reconciliation and Exceptions

Junior staff still match invoices to cash listings by hand, which is slow, expensive, and exactly the work they leave over.

Invoices and receipts read and matched against payments in and out
Routine categorisation handled against each client’s own history and rules
Genuine mismatches escalated with the evidence attached, not a bare exception code
Every automated decision logged and reviewable, so nothing is silently assumed

What it gives back: The volume that used to fill a junior’s week is handled overnight, and qualified people only see what genuinely needs judgement.

XeroQuickBooksSageDextAutoEntryBank feeds

Reconciliation and Exceptions in detail

Invoices vs cash listingthis month

Transactions in the period1,240

Matched to invoices automatically1,186

Resolved from client history42

Escalated for a judgement call12

Reviewed in minutes, not evenings1% needs a person

Illustrative only. Built around your practice, your clients, and your software.

Deadlines and MTD Readiness

Quarterly filing turned one annual crunch into four, across the entire client book, with the same team.

A single view of submission readiness across the whole client book
Problem records flagged before the deadline, not discovered after it
Missing data chased automatically, weeks ahead of the quarter end
Workload spread across the quarter instead of piling into the final fortnight

What it gives back: Quarter ends stop being emergencies, and capacity is no longer hostage to four fixed dates a year.

XeroQuickBooksSageTaxCalcHMRC deadline calendar

Deadlines and MTD Readiness in detail

Q2 submission readinessDeadline 7 Aug

47of 52 clients ready

Records completeMissing data, chase running

5 flagged 3 weeks earlyNo deadline surprises

Illustrative only. Built around your practice, your clients, and your software.

Advisory Growth

The advisory work is usually already in the building, and nobody has time to look across every client for the signal.

Watches for the changes in client data that usually precede advisory work
Ranks the opportunities by likely value and urgency
Gives each partner a monthly shortlist, with the evidence behind each name
Records outcomes, so the signals that convert are the ones it prioritises next

What it gives back: Advisory conversations start from something that happened in the client’s numbers, rather than from a campaign.

XeroQuickBooksSagePractice managementCRM

Advisory Growth in detail

We build the system that clears your bottleneck

Where practices usually start

Taking clients on

Getting paid for the work

Running the practice

Onboarding and AML at Scale

Records and Document Chasing

Fee Recovery

Fee Review and Repricing

Billing and Collection

Reporting and Dashboards

Document Review and Extraction

Reconciliation and Exceptions

Deadlines and MTD Readiness

Advisory Growth

Other things practices have asked for

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