We offer a predefined set of workflows that cover all your clients' most common external deadlines e.g. tax returns, annual accounts, confirmation statement dates etc.
Your clients' jobs get set up automatically and you can plan when to do the work, who should do it and track to completion.
Can I switch between plans?
Yes, anytime!
Do I pay for my tax return only clients all year?
If you're on the PAY AS YOU GROW plan and have clients that you only deal with once a year, we will discount your subscription to reflect your client mix.
We know that no two accounting/bookkeeping businesses are the same so contact us to find out more.
