Practice Manager build status: what is shipped, in progress, and next for a UK accountancy operations platform.
Practice Manager already runs a live accountancy firm: statutory schedules, Companies House and HMRC filings, time and billing, and a client portal. Here's what's built, what's shipping, and what's next.
Read it like a firm's own compliance record: each capability logged, dated, and stamped for status.
A full compliance profile per client — identifiers, AML status, contacts, notes, and history.
VAT, PAYE/RTI, Corporation Tax, year-end accounts, and Companies House — dated automatically.
Tasks and assignments, with rules that regenerate recurring jobs each cycle.
A six-week rolling forecast across the team, flagging overload before it lands.
Timesheets and work-in-progress through to invoices — paid by card, Direct Debit, or open banking.
Track companies and file confirmation statements and officer changes without leaving the app.
The digital and paper 64-8, with an audit trail and full sandbox tooling.
Proposals, engagement letters, document requests, and secure two-way messaging.
Roles, granular permissions, and an org structure — isolated per firm.
Fraud-prevention headers, a connection health check, and plain-English errors — deployed this month.
Data-dense pages reflowing cleanly below tablet width, after the responsive shell.
A practice-wide record of who did what, surfaced where the work happens.
Deadline reminders and client record-chasing, sent for you instead of by hand.
Two-factor authentication and self-service password reset for every user.
Submit VAT returns to HMRC on the agent connection the firm already holds.
Two-way sync with Xero, QuickBooks, and Sage — clients, fees, and figures.
Bring an existing client book in — and take it out — as a single file.