For accountancy practices, bookkeepers and tax advisers

The practice manager your firm doesn't have.

Six desks and 96 ready-to-use tools, one desk for every part of running a practice, from taking on a client to reporting on the firm. Built with accountants, licensed to your practice, and connected so the numbers pass from one desk to the next.

Explore the six desks See pricing

One standard, six desks.

The Finance Desk brings a desk for every part of the practice together under one roof: the same look, the same licence, and tools that pass their numbers from one desk to the next. The ring in the mark holds all six around a sign-off tick, in the order a client moves through the practice.

All six desks are ready now. Buy the desk you need most, or all six with The Full Suite.

The Clients DeskReady now The Compliance DeskReady now The Workflow DeskReady now The Fees DeskReady now The Quality DeskReady now The Reporting DeskReady now

Small practices carry the same obligations as the big firms, without a practice team behind them

The partner does everything

The person preparing the accounts is also checking ID, chasing records, raising invoices and answering the supervisor.

Deadlines in too many places

Filing dates, client chasers and work in progress sit in diaries, inboxes and spreadsheets that don't agree.

Supervisors expect evidence

Your professional body wants to see risk assessments, checks and reviews done and recorded, every time.

Who it's for

For the people who run practices

Start with the desks that match your work. Every desk page shows all 16 tools, what's inside each one and a worked example before you buy.

Practices

Running an accountancy practice

Sole practitioners

Run compliance, deadlines and billing without a practice manager.

Start withCompliance DeskWorkflow Desk

Visit The Workflow Desk

Small and growing practices

Put one way of working in place as the team grows.

Start withThe Full Suite · all six desks

See the six desks

Practice managers

Track fees, capacity and quality, and report to the partners.

Start withFees DeskReporting Desk

Visit The Reporting Desk

Specialists

Bookkeeping, tax and compliance

Bookkeepers

Take clients on properly, price the work clearly and keep every VAT return on time.

Start withClients DeskWorkflow Desk

Visit The Clients Desk

Tax advisers

Every return deadline in view, and every return reviewed before it's filed.

Start withWorkflow DeskQuality Desk

Visit The Workflow Desk

Money laundering reporting officers

Risk assessments, due diligence and the records your supervisor will ask to see.

Start withCompliance Desk

Visit The Compliance Desk

Quality and compliance leads

Review checklists, file reviews, complaints and errors, all on record.

Start withQuality DeskCompliance Desk

Visit The Quality Desk

The six desks

A desk for every part of the practice

Each desk has 16 tools in four bundles of four. Start with the desk you need most, and add the others as you grow.

The Clients Desk

Win, price and take on clients properly, with the paperwork done once and done right.

Proposals and pricing
Engagement letters
Onboarding
Client records

Visit The Clients Desk

The Compliance Desk

Assess risk, check clients and keep the records your supervisor will ask to see.

Client risk assessment
Due diligence checks
Practice-wide risk
Training and reporting log

Visit The Compliance Desk

The Workflow Desk

See every deadline and job in one place, and know who is doing what this week.

Deadlines
Jobs and stages
Team capacity
Client chasers

Visit The Workflow Desk

The Fees Desk

Price the work fairly, bill it on time and get paid sooner.

Fee calculator
WIP and billing
Debtors and lock-up
Recurring fees

Visit The Fees Desk

The Quality Desk

Review the work before it goes out, and keep a clear record when something goes wrong.

Accounts review checklists
Tax return review
File reviews
Complaints and errors

Visit The Quality Desk

The Reporting Desk

Know how the practice is really doing: by client, by service and by person.

Client profitability
Team utilisation
Practice forecast
Practice dashboard

Visit The Reporting Desk

See inside

What the tools look like

The flagship tool from each desk, with its worked example filled in. Open a desk to see more screens and download a free sample guide.

Proposal and fee quote builder summary, from the worked example

The Clients DeskCL-01 · Proposal and fee quote builder

Client AML risk assessment summary, from the worked example

The Compliance DeskCO-01 · Client AML risk assessment

Statutory deadline tracker summary, from the worked example

The Workflow DeskWF-01 · Statutory deadline tracker

Fee calculator summary, from the worked example

The Fees DeskFE-01 · Fee calculator

Accounts review checklist summary, from the worked example

The Quality DeskQU-01 · Accounts review checklist

Client profitability analysis summary, from the worked example

The Reporting DeskRP-01 · Client profitability analysis

One system

The desks pass numbers to each other

Each desk works on its own. Together, a client added once gets its deadlines, risk assessment and fee, the hours on each job become the fees you bill, and nothing is retyped from one spreadsheet to the next.

Clients → WorkflowThe client master record feeds the deadline tracker, so a client added once gets every filing date.

Clients → ComplianceEvery new client goes straight into the risk assessment and identity checks before work starts.

Workflow → FeesJob stages and hours feed the WIP register and the billing schedule.

Workflow → QualityJobs reaching review pick up the right checklist and the reviewer's sign-off.

Fees → ReportingFees, debtors and lock-up flow into the management accounts and the cash flow forecast.

Every desk → ReportingEach desk's dashboard feeds the one-page practice dashboard for the partners.

In every tool, on every desk

User guideA Guide tab and a PDF with every step explained

Worked exampleFilled in, so you can see how it works

One-page summaryReady to print or save as PDF for the partners

Locked formulasChange only the white cells with blue text

Licensed to youYour practice name on every page

Built with accountantsThe checks and controls well-run practices rely on

Pricing

Start with one desk, or take The Full Suite

Single tool

from £95

One workbook with its user guide and worked example.

Bundle of four

from £295

Four tools from one desk that work together, about a quarter less than buying them singly.

One whole desk

£1,495

All 16 tools on one desk, yours to keep, with 12 months of updates.

The Full Suite

£5,950

All six desks and all 96 tools, yours to keep, with 12 months of updates and the monthly Q&A call.

Founding members: £4,450 for the first 50, with updates at £890 a year for life.

Set-up service

Your figures loaded for you · from £1,500

We load the tools with your own clients, services, fees, team and rates, so they're ready to use from day one.

Talk to us about set-up

Prices exclude VAT and are the same on every desk. Whatever you choose, you'll never pay more than The Full Suite.

See the full price list Place an order

Become a founding member

The first 50 founding members get The Full Suite, all six desks and 96 tools, for £4,450 instead of £5,950, with updates at £890 a year fixed for life.