Not a task list with reminders bolted on. A practice-management engine where the entire client lifecycle - enquiry to payment - is automated end to end, so every job moves itself and nothing waits on someone remembering. And because every job runs through one system, it measures the firm as it runs it - department by department, person by person. This is not a demo: it runs our own Chartered Certified firm every day. We used the market-leading tools ourselves first, met the same gaps in each once we depended on them, and built the one we actually wanted.
Most practice tools automate one step and leave the joins to your team. Ours runs the whole lifecycle as one connected workflow - each stage triggers the next on its own. It integrates directly with Companies House and HMRC, includes built-in ACSP onboarding, and has AI woven through the workflow - so everything across the firm stays crystal clear and visible, department by department and person by person.
From every channel into one pipeline, with a human approving each new client before they enter the system.
The checklist is generated from the services sold, so nothing depends on someone remembering the steps.
One-off jobs do not begin until they are priced, engaged and paid - the workflow simply holds until they are.
A failed collection becomes an action the same day, not a discovery on next month's statement.
Every statutory date is tracked, escalated and evidenced without anyone setting a reminder.
Enquiry, proposal, engagement, delivery and payment all live on the same client record - typed once, never again.
Being built inside our own firm and run on our own practice daily before it is ever offered to yours. Software built by software companies guesses how firms work - this does not have to guess.
Every owner carries the quiet worry - who is stretched too thin, which jobs are losing money, whether this month is really as good as it feels. The same workflow that runs the work measures it too: productivity and efficiency per team and person, profitability per client and service, cash forecast weeks ahead, and the cross-sell gaps worth a call - all captured from real work as it happens, never guessed. And AI reads it with you: ask the firm a question in plain English and it tells you who to call, what is at risk and what to do next, then drafts and triages the client emails that follow.
The job priced too low. The client who costs more than they pay. The write-offs no one flagged. You cannot fix what you cannot see - so here you see all of it, and the margin comes back.
The person quietly buckling, the team slipping - by the time it shows in a missed deadline, the damage is done. Here it surfaces early, while there is still time to step in and help.
The ones who never complain are the easiest to lose. The same view shows who is quietly holding the firm together - so you can reward them before someone else notices.
Every figure traces back to real work in the system, so a number is never a guess you have to defend - it is evidence you can act on with confidence.
| What matters day to day | A2Z Practice Hub | BrightManager | Client Engager | Karbon | TaxDome |
|---|---|---|---|---|---|
| Built and run daily inside a working accountancy firm | ✓ | ✗ | ✗ | ✗ | ✗ |
| Whole client lifecycle on ONE record - enquiry to proposal to engagement to delivery to payment | ✓ | ~ | ~ | ~ | ~ |
| Every enquiry from every channel captured, with human-approved intake | ✓ | ✗ | ✗ | ~ | ~ |
| Onboarding checklist written automatically from the services sold | ✓ | ~ | ~ | ~ | ~ |
| Paid-before-work gate on one-off jobs | ✓ | ✗ | ✗ | ✗ | ~ |
| Direct debit failures surfaced as actions, not found on statements | ✓ | ~ | ~ | ~ | ✗ |
| Statutory deadline management | ✓ | ✓ | ✓ | ✓ | ✓ |
| Companies House and HMRC filing built into the system | ✓ | ~ | ~ | ✗ | ✗ |
| Built-in ACSP client onboarding (Companies House regime) | ✓ | ~ | ~ | ~ | ~ |
| Staff training academy with certificates, included alongside | ✓ | ✗ | ✗ | ✗ | ✗ |
| AI that drafts and triages client email, grounded in your firm's own data | ✓ | ~ | ~ | ~ | ~ |
| Published pricing in flat size bands, not metered per user | ✓ | ✗ | ~ | ✗ | ✗ |
✓ by design · ~ partly, or via add-ons and integrations · ✗ not a core feature. Comparison reflects our understanding of publicly available information at August 2026 and typical configurations; features and prices change, so check each product directly. All product names and trademarks belong to their respective owners.
Alongside it, the client tools on the businesses side - trackers, invoicing, HR - will be available for firms to offer their own clients under your brand, with 30% off list prices for your clients, so recommending the tools is a benefit you give, not a sale you make. And a written promise sits in every agreement: your clients remain yours, and we never market to them. Register interest and we will talk when it is ready - not before.
Launching soonMost 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.
