Selling time and skills

Accounting and audit firm

Audit, VAT, corporate tax, bookkeeping and company services: a client file with every document, short engagement workflows and deadline reminders.

Made for Accountants, auditors, tax advisers and business setup consultants

Already have a workspace? Open Settings, then Business type, and add this setup to it.

What is ready on day one

TAX INVOICE

Thank you for choosing us.

Each workflow turns a job into steps with an owner, a deadline and a reminder when something is late.

These start as templates. Turn on the ones you want and they appear on the right day.

VAT returns due this month	Every month	List every client whose return is due and track each one.
Corporate tax deadlines review	Every 3 months	Check registration and return deadlines for the next quarter.
Chase client documents	Every week	Follow up every client who has not sent what we asked.
Work in progress and billing	Every month	Bill completed work and review unbilled work.
Client trade licence expiry watch	Every month	Tell clients before their licences, visas and contracts expire.
Archive finished files	Every month	Close and archive finished engagements with all the papers.
Staff training and updates	Every 3 months	Keep the team up to date with new tax rules and standards.
Client risk review (KYC and AML)	Every 12 months	Review high-risk clients and refresh the identity documents.