CONSULTANCY
Accounting & tax practice
Client files, documents, VAT positions, compliance deadlines and a client portal.
Built for a practice rather than a business: each client has a file, a document centre, a monthly workflow and compliance obligations with dates. Clients get their own portal to upload records and raise queries.
The assistant answers from whatever the signed-in person is permitted to see, so a client sees only their own file.
What it does
- Client records and monthly workflows
- Document centre with review states
- VAT computation and position tracking
- Compliance deadlines and obligations
- Financial statements and ratio analysis
- A client-facing portal