Practice workflow
Turn recurring client services into visible jobs, stages, tasks and deadlines. The team can see what is open, blocked or ready for review.
Built for small UK practices
Every client job.
One accountable trail.
Practice Ops brings workflow, client records, accounts working papers and filing evidence into one calm, controlled workspace - so a small firm can operate with big-firm discipline.
The operating model
From request to receipt.
Each part of the work remains connected to the client, period, responsible person and evidence trail.
Client evidence
Request documents through a secure client portal, retain source history and keep every response attached to the work it supports.
Accounts production
Import bank activity, categorise transactions, post balanced journals and build deterministic FRS 105 working papers under accountant control.
Filing choices
Generate an immutable, audited snapshot of the final figures, then download a PDF and JSON reference pack for review, archive and permitted manual filing workflows.
Designed around trust
AI assists.
Accountants decide.
AI can help extract, suggest and explain. It cannot silently post journals, calculate authoritative filing totals, approve accounts or pretend a government submission was accepted.
✓Tenant-isolated client data
✓Role-based staff permissions
✓Immutable SHA-256 snapshots
✓Append-only audit history
✓No fake government acceptance
✓Mobile-ready PWA experience
See the complete workflow
A practical guide for firms and clients.
Review each module, what is live today, what remains accountant-controlled and how government filing evidence is handled.