Use cases

Built around the documents you actually send

Practical workflows for the packs UK accounting practices send to clients every week, from year-end accounts to dividend vouchers.

01Year-end accountsAccounts, tax computation and letter of representation, signed by the directors in one pack
02Self assessmentSA100 approval from individuals, sole traders, landlords and partners before 31 January
03Corporation tax (CT600)A director approves the CT600 and tax computation before you file
04Engagement lettersEngagement letters for new clients, sent from a reusable template
05Terms and conditionsTerms of business agreed by every client, with a record of which version each one signed
06NDAsConfidentiality agreements with staff, subcontractors, clients and buyers
07Dividend vouchersA voucher for each shareholder and the board minute declaring the dividend, signed by a director
08Board minutesBoard minutes and written resolutions signed by every director, in the order you set

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