Industries › Accountancy and bookkeeping practices
The admin app for accountancy and bookkeeping practices
Built for a UK accountancy and bookkeeping practice: 9 ready-made features for your work, plus the essentials every business needs – in one app that runs on your own computer.
- Free for 30 days
- No card, no sign-up
- £99 once, no subscription
Features for accountancy and bookkeeping practices
Switch any of them on or off whenever you like.
Client list
Every client with their entity type, year end, VAT and services, in one searchable list.
Deadline tracker
Every client's HMRC and Companies House deadlines, with overdue ones shown first.
Records chasing
Track what's missing from each client and chase it politely before the deadline.
VAT return prep
A checklist per VAT return: scheme, reconciliation, review and client sign-off.
Year-end pack checklist
Track each year-end job from records in to accounts approved.
Self Assessment and MTD tracker
Track tax returns, MTD for Income Tax status and quarterly updates for each person.
Onboarding checklist
Due diligence, engagement letter, professional clearance and HMRC authorisation for new clients.
Bank reconciliation queries
List unexplained bank items per client and send one tidy query list.
Invoice and receipt batches
Log batches of receipts and invoices to extract, with any problems found.
Plus the essentials every business needs
Contacts
One place for customers, suppliers and other contacts with their details and history.
Invoices and payment chasing
Track invoices you've sent, see what's overdue and draft polite reminders.
Supplier bills
Log bills from suppliers, check them against orders and see what's due to pay.
Staff records and onboarding
Keep staff details, right-to-work checks, training and onboarding steps in one place.
Tasks
A simple to-do list with owners and due dates for anything that doesn't fit elsewhere.
Document register
Track important documents – insurance, licences, contracts and policies – and their renewal dates.
Weekly brief
A short Monday summary of money, deadlines, risks and decisions – written with Claude's help.
Reference notes built in
The app's help panel includes notes like these, checked against official sources on 13/11/2026. Rules change, so confirm each one at the source.
| Item | Rule or timing (as checked) | Confirm at |
|---|---|---|
| Self Assessment return (online) and balancing payment | 31 January after the tax year end (paper: 31 October) | gov.uk/self-assessment-tax-returns/deadlines |
| Payments on account | 31 January and 31 July | gov.uk/understand-self-assessment-bill/payments-on-account |
| MTD for Income Tax – who is in scope | Qualifying income over £50,000 from Apr 2026; £30,000 from Apr 2027; £20,000 from Apr 2028 | gov.uk – check if you need to use MTD for Income Tax |
| MTD for Income Tax quarterly updates | 7 Aug, 7 Nov, 7 Feb and 7 May | gov.uk/guidance/use-making-tax-digital-for-income-tax |
| Corporation Tax return (CT600) | 12 months after the end of the accounting period | gov.uk/company-tax-returns |
| First accounts after incorporation | 21 months after incorporation date | gov.uk/annual-accounts |
| Companies House identity verification | All directors and PSCs must verify; existing directors confirm with the confirmation statement, PSCs within their 14-day window (transition ends Nov 2026) | gov.uk – when you need to verify your identity for Companies House |
| CIS monthly return | 19th of each month; payment by 22nd (electronic) | gov.uk/what-you-must-do-as-a-cis-contractor |
The app never hard-codes legal deadlines into your records: you enter your own dates. This is general information, not legal or professional advice.
Try it with your own business name
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