One connected system for clients, filings, documents and fees.

The service list is your firm’s own. Company registry filings, audit assignments and certification work can each be set up as a service, with a frequency, a due-date rule and a fee. Jobs are then raised from it for the year.

No. Filing still happens on the portal. The software raises the job, holds the papers and records who prepared and reviewed it. It then stores the acknowledgement and filed copy for the next notice.

Every request lists the papers by name against the job, and each reminder is counted. After repeated chases the client appears on the partner’s screen, and clients can upload directly from their own login, so a paper never waits inside a chat.

No. There is no digital signature certificate register and no sign-off number field. The job holds the acknowledgement number, the filed copy and the payment slip. Such a register would be separate work.

Your books stay in your accounting package. Fee bills, receipts and outstandings are kept here against each client. An export can be written at set-up where retyping is heavy, such as for monthly retainers, ledger heads or the invoice numbers your accountant already uses.

Yes. Tax numbers, services and fees for each client come in from your sheets, along with open work and its due dates, and duplicate clients are flagged for merging. One month of your calendar is checked against your own list before go-live.

If that one fits your firm, use it. Firms usually move for document requests with counted reminders, a queries register, fee recovery by age and a client portal for clients to upload their own papers. No software makes a practice compliant with its professional body, and what the institute’s guidance asks of your firm is for your partners to decide.

Your firm does. The proposal says how the full set comes back to you, including masters, jobs, queries, filed copies and bills, and what happens if you move on.

The firm’s size sets the cost: partners, managers and staff logging in, and whether clients get portal access. The services you track, the pending-work sheet to migrate and the accounting package to link also count. No figure is published up front. A quotation follows once your due-date sheet and fee terms have been read and screens shown on your clients. Each part is priced apart.

If it works, there may be no need. A sheet usually holds until the firm reaches a size where allocation, chasing papers and billing no longer fit in one person’s head.

Client masters, the filing and compliance calendar, jobs and the queries register are where a due-date sheet gets replaced, so they would be built and used before billing. Document collection and notices come next. Fee billing, recovery and the client portal follow. Timing between filing deadlines is agreed so staff are not trained in a rush.

Prepare the client list with services held, the due-date sheet or calendar you run on, and the pending-work list. Bring a fee schedule, a sample engagement letter, a notice and a recent bill with receipt. A partner, a manager, a trainee and an accounts person should be reachable for queries. Accounting package details are needed if you want an export.