For practices
One console over every client you act for: the work ranked two ways, the statutory calendar generated from each client’s own record, the anti-money-laundering file, a payroll bureau, and the firm’s own fees. One plan covers every client on it.
What the console does today
Two queues over the whole book
The work queue ranks every client by what is at stake in money. The board ranks the same clients by risk: whose record would not stand up, and how long Revenue still has to ask. They are deliberately two scores, not one.
Jobs on the statutory calendar
What has to be done for whom by when, generated from each client's own record — the income tax return, the VAT periods, the employer's monthly PAYE return where there is a payroll — with the firm's own work beside it, stages moved by a person, and review notes raised and cleared.
Clients, letters and the relationship
Who you act for and who you write to, with the engagement recorded, letters written from the record, and each client's files, cases and history on one page.
Anti-money-laundering files
Customer due diligence per client: identity evidence held, beneficial ownership, a check against the Register of Beneficial Ownership that you carry out and record by hand, a risk rating, and the date the file has to be looked at again. Sanctions and politically-exposed-person screening are not built into the file yet.
A payroll bureau
Pay runs for a client's employees with payslips, the payroll submission prepared for you to file on ROS, revenue payroll notifications entered for each employee, the net-pay file for the bank, leave and pension deductions. Sending payroll submissions to Revenue from ManageTax, with the ROS certificate, is switched on for your practice when it is set up with us, and then covers the employers you run payroll for; until it is on, you file in ROS yourself.
Fees, time and work in progress
The firm's own money beside the queues that rank other people's: time recorded against clients and jobs, work in progress, and what has been billed. A staff login reaches the form that records their own time and none of the firm's figures.
Disclosure cases
A qualifying disclosure worked as a case: the years, the heads of tax, interest and penalties computed from the archived rate tables, with the working paper behind every figure. Those figures are estimates until the tables have been read against the law by a person.
People and sign-in
Who can sign in to the firm, what each member may reach, a second factor on the login, and a sign-in log the practice can read.
How a client comes in
You open the file
Add the client in the console and work the record yourself. It counts against the client allowance on your plan.
They grant you their record
A person who keeps their own record grants your practice access from their account, and withdraws it the same way. What you may do is what their record and your plan both allow.
Built, and opened per practice
This exists in the product and is switched on for one practice at a time, so nothing starts acting on a client’s record without the firm asking for it.
Second Look
A prior-year review you send a client a link for, under your own name: they hand in last year's return, accounts and bank statements, and you receive the findings. Built, and opened for a practice that asks for it.
What a practice pays
Bookkeeping
Up to 25 clients · 3 seats
- €39 per month
- €390 per year
Payroll
Up to 25 clients · 3 seats
- €49 per month
- €490 per year
Taxation
Up to 25 clients · 3 seats
- €49 per month
- €490 per year
Essentials
Up to 50 clients · 5 seats
- €75 per month
- €750 per year
Complete
Up to 100 clients · 10 seats
- €124 per month
- €1,240 per year
The same figures are on the price list, where each module says what it covers.
Open a practice
Register the firm, add the people who sign in, and bring in the first client.