Solutions

Solutions for Solo Accountants & Micro Firms

Manage up to 150 clients with automated workflows, bulk filing, and a client portal — all from one seat.

150+
Clients
Auto
Bank Feeds
Bulk
Filing
1
Dashboard

One Accountant, 150 Clients

Automated bank feeds, AI-assisted categorisation, and bulk filing mean you can manage far more clients than traditional software allows. Focus on advisory, not data entry.

One Accountant, 150 Clients

Client Portal

Clients upload bank statements, receipts, and documents through a secure portal. You review, process, and file — all without email attachments.

Client Portal

Practice Dashboard

See every client's status at a glance — filing deadlines, outstanding queries, work in progress, and billings. Never miss a deadline again.

Practice Dashboard

Built For Your Needs

Manage 150+ clients from one dashboard
Client portal for document uploads
Automated bank feeds and AI categorisation
Bulk VAT and Self Assessment filing
Practice-wide deadline tracking

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