Practice management: client relationship management, workflow and deadline management, staff task tracking and automated client comms.
Cloud tax: MTD IT final declarations, Self-Assessment (SA100) with supplementary pages, corporation tax, partnership returns, VAT and MTD, prior-year roll-forward with validation.
Accounts production: create, check and file compliant year-end accounts for 13 entity types, with one-click iXBRL conversion and trial balance import from BrightBooks, Xero or Excel.
Cloud bookkeeping: covering invoicing, VAT returns, bank feeds, reconciliation and reporting, sales, purchase and general ledger, and MTD for ITSA quarterly updates.
Pricing and proposals: dynamic fee scaling, service-based proposal structure, letter-of-engagement templates, integrated with BrightManager.
ID, AML and company checks in one dashboard: ECCTA identity verification, PEP and sanctions screening, and company credit reports.
Cloud-based working papers for accounting firms, covering audit, accounts and other engagements, with regulatory-aligned methodology templates, structured engagement files, and a working-paper index to track progress and sign-off.
Company secretarial: direct import from Companies House, director, secretary and share management, a multi-company dashboard, ECCTA features and presenter codes.
Payroll for bureaus, accountants and businesses: HMRC-compliant fully cloud software, multi-user functionality, pension, payments and bookkeeping integrations, and Oscar AI onboarding.