Smart
Accountancy Practice Manager
For as low as £19.99 per month. Register for free 30 days trial.
For as low as £19.99 per month. Register for free 30 days trial.
Store and manage all your client information and files in one place. Encrypted, backed up, and GDPR/DPA compliant.
Automated workflows for year-end and VAT returns. Create ad-hoc admin tasks, upload files, and add sub-tasks with ease.
Automatically syncs with Companies House. Updates client records and generates new year-end tasks automatically.
Manage prospective clients and track each stage of the pipeline. Create and send quotations directly from the system.
Generate client agreements from templates or custom documents, and tailor each agreement per client needs.
Assign tasks to staff and let them manage workload via their own dashboards and calendars.
From solo practice to large firms, all our plans are designed to fit your team’s needs. Start free. No credit card required.
£19.99
£29.99
£49.99
£79.99
Contact us to arrange a demo for you and your team.