It's a collection of workflows that cover the common stuff that you do for clients 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 them to completion.

Yes because we have to hold their data all year round. However. we know that no two accounting/bookkeeping businesses are the same so contact us to discuss your specific needs.