Built by a modern accounting firm that used the market-leading tools itself and found them expensive, slick to demo, yet thin once a real practice leaned on them day to day - so it built its own. Everything we license exists because a working practice needed it, built it, and runs on it daily. You are never buying a roadmap - you are buying what already works, with the rough edges found by accountants before you ever see them.
Every deadline tracked, every client in one place, every number where you expect it. The chasing, the retyping and the last-minute panic quietly disappear - so your people do the work they trained for, not the firefighting.
Full practice management software, being built inside our own firm and proven on our own practice before it is ever offered to yours: the entire client lifecycle on one record - enquiry to proposal to engagement to onboarding to delivery to payment - with human-approved intake, self-writing onboarding, a paid-before-work gate, direct debits watched, and deadlines that chase themselves. And the same engine measures the firm as it runs it - productivity, efficiency and margin by department and by person, so underperformance shows early and your strongest people are never invisible. See what makes it different, and the honest comparison against BrightManager, Client Engager, Karbon and TaxDome.
A complete training platform for accountancy staff, built and used to train our own team first: structured programmes for payroll, accounts and tax, advisory and front-of-house, with scored tests and a certificate for every completion.
Why it matters: the hardest problems in a growing practice are hiring, training and consistency. An academy turns a new joiner into a productive team member in weeks instead of years of sitting next to someone, and gives every client the same standard of work no matter who picks up the file. Firms buy software easily and build training rarely - this is the part almost nobody has.
Accounts production for the charity world done properly: receipts-and-payments and fully accrued SORP accounts, the correct regulator formats and thresholds, and independent examination working papers. The Scottish edition (OSCR) is in daily use in practice and available to license now. The England and Wales edition (Charity Commission) is coming next - together they will handle the cross-border case of charities registered with both regulators, which almost nothing on the market does cleanly.
A platform to run a charity's Gift Aid end to end: donor declarations recorded once, every eligible donation tracked, the 25p-per-pound reclaim and the small donations scheme calculated automatically, and the claim prepared ready for HMRC - instead of the spreadsheet-and-hope routine most charities live with. For firms acting for charities, and for treasurers running their own.
The shared inboxes every firm runs - info@, the general enquiries box, the client-facing addresses - are everyone's job and no one's job, so client emails age unanswered and something important eventually slips: a deadline, a complaint, a new-client enquiry. Inbox monitoring watches every shared inbox across the firm, flags anything left unanswered past the response time you set, shows at a glance who has picked up what, and gives partners a daily view of what is ageing and still needs a reply - so every client hears back, and nothing falls through the cracks.
Trained accounts professionals from our own delivery operation - bookkeeping, VAT, payroll, management accounts and year-end preparation, done in your systems under your review and sign-off, academy-certificated, with our working paper and management accounts templates included. Priced deliberately below the established providers. It has its own page, because it deserves one.
Available nowEvery product runs in a real practice before it is offered to yours. The proving ground is permanent - improvements come from live use, not feature requests.
Built by a regulated firm that lives with the same rules you do - SORP editions, MTD, data protection - and keeps the software current because our own work depends on it.
Tools you pass to your clients carry your firm forward, not ours - no outside branding, no cross-marketing. The client relationship stays entirely yours, and that is written into the terms.
Most of our tools are in build. Tell us which one you want and a little about you, and we’ll email you the moment it is ready. No spam, no obligation, just a heads-up when it lands.
Register interest →Talk to a person →One email starts it - and a person replies the same working day. No forms, no funnels, no waiting on hold.
