Accounting Practice Management Software Development

Client record covering all entities associated with the client -- the individual, the companies they direct or own, the trusts they are involved with, and the partnerships they are party to -- in a single client view with every entity's filing obligations, year ends, and engagement status visible without navigating separate records. Contact management linking the individuals who communicate with the firm to the entities they represent, with communication history, preference notes, and relationship strength recorded against the contact. Client onboarding workflow from prospect through AML checks, engagement letter acceptance, and active client status, with each step tracked and the responsible team member assigned. AML and KYC documentation recorded against the client with renewal dates tracked and alerts generated when documentation is approaching expiry. Client group reporting showing all entities across the group, their current engagement status, and any outstanding items so the relationship partner has a full group picture without pulling multiple records.

Engagement record for each service provided to each entity -- the service type, the fee arrangement, the responsible manager and partner, the start date, the expected delivery date, and the current status. Job creation from the engagement record when work is due, with the job carrying the client context, the job template for that service type, and the deadline calculated from the entity's year end or the statutory due date. Job status tracking through defined stages -- information gathering, preparation, review, client approval, and submission -- with each stage assigned to the responsible team member and the overall job status visible on the manager's dashboard. Overdue job alerts escalating to the manager when a job passes its expected completion date without reaching the next stage. Pipeline view showing all jobs across the practice by status, due date, service type, and responsible team member so the practice manager can spot bottlenecks before they become deadline risks.

Automatic due date calculation for every compliance obligation -- the corporation tax filing deadline calculated from the company's year end, the personal tax deadline from the statutory date, the VAT return deadline from the VAT period end, the confirmation statement deadline from the company's incorporation date. Recurring job generation creating the next job for each compliance obligation automatically when the current one is completed, so no obligation is missed because no one remembered to create the job. Compliance calendar view showing all due obligations across the practice for the next 30, 60, and 90 days, filterable by service type, responsible team member, or client group. Deadline alert system notifying the responsible team member and manager when a deadline is approaching with the job not yet at the required stage. Filing confirmation recording when each statutory submission is made, by whom, and with the reference number or acknowledgement from the filing platform, stored against the job for future reference.

Time recording against the job and the client from the desktop interface and a mobile app, with the job and client selectable in two taps so recording does not become a reason to skip entries. Timesheet submission and approval -- the team member submits their week's timesheet, the manager reviews and approves, and the approved time is available for WIP reporting and billing without re-entry. WIP dashboard showing unbilled time and cost by client, job, and team member, updated in real time as time is recorded and reviewed rather than waiting for a month-end extract. Chargeable and non-chargeable time distinction with the non-chargeable time allocated to the correct internal category -- business development, training, administration -- so utilisation reporting reflects the real picture. Time budget vs actual by job showing the time estimated at job creation against the time recorded to date, alerting the manager when a job is running over budget before the work is complete.

Fee invoice generation from the job's WIP -- the approved time entries and disbursements assembled into a draft invoice with the narrative pre-populated from the time entry descriptions, edited by the manager before approval and dispatch. Fixed fee billing for engagements where the fee is agreed in advance, with the invoice generated at the billing milestone without needing time entries to drive the amount. Invoice approval workflow routing draft invoices above configured thresholds for partner sign-off before they are sent to the client. Recurring invoice schedules for clients on monthly retainers or fixed annual fee arrangements, with invoices generated automatically on the defined schedule without manual triggering. Aged WIP reporting showing the value of time recorded but not yet billed by client and age, so the billing review focuses on the oldest and highest-value WIP first. Integration with accounting software -- invoices posted to the practice's accounting system without re-entry, and payments received updated in the practice management system when the client pays.

Secure client portal where clients log in to see all documents shared with them -- draft accounts awaiting approval, tax returns awaiting signature, correspondence, and completed filings -- without requiring the client to use email or a shared drive. Document request management allowing the team member to send the client a structured list of the information needed for the current job, with the client uploading documents directly to the request and the team member notified when each item is received. Digital approval workflow for documents requiring client sign-off -- the client reviews the document in the portal and approves digitally with a date and IP record, replacing the process of emailing a PDF, waiting for a scan, and filing the returned document. Deadline communication showing the client their outstanding obligations and the expected completion dates for current jobs, reducing the inbound calls asking for an update. Notification system alerting clients when new documents are available in the portal, when an approval is required, or when a document request has been sent.