Practice Manager Docusoft Practice Manager brings your practice's administration and operations into a single system, connecting time recording, billing, client management and compliance in one place. Staff can record time against tasks and clients as work is completed, with time automatically available for invoicing through built in integration with Xero, QuickBooks and FreeAgent. Built in accountancy process templates let you create, manage and track workflows across the practice, while Microsoft 365 email triage allows staff to view, file and action emails directly against CRM tasks, so nothing gets lost in a crowded inbox. The client onboarding tools guide new clients through risk assessment and document collection, linking directly into AML/KYC checks, and the proposals module lets you create and send engagement letters for approval and e-signature. Every client's documents, emails, tasks, time and billing history sit together on a single client card, giving your team a complete view without switching between systems. Reporting and automation tools help you track performance and reduce repetitive admin, and Practice Manager integrates with the accounting, payroll and AML tools you already rely on. Contact us today to book your demo.

One connected platform for clearer workflows, firm-wide visibility, faster sign-off and greater practice control.

Save your practice countless hours by automating daily admin tasks and processes, freeing up time for work of higher value with this cloud accounting platform.

Powerful Reporting, Forecasting, Consolidation & ESG - all in one place.

An Accountancy firm website is more than choosing just colours and styles. The website is often the first point of contact a prospective client has with the firm, and it needs to communicate credibility, stay current, and give visitors a clear reason to get in touch. Informanagement provides accountancy firms with a branded, mobile-optimised website that includes a regular tax and business advisory newsfeed, integrated resources such as fact sheets and official forms, and a profiling-based newsletter sign-up, managed entirely on your behalf.

Coordinate client-facing work with shared tasks, messages and status.

Proposals Docusoft Proposals lets your practice build proposals around individual services, then combines them automatically into a single, professional engagement letter. Each service can have its own description and terms and conditions, so as services are added to a proposal, their content pulls straight into the engagement letter using merge fields, with no manual copying or reformatting required. Practices can also build a master letter of engagement template that brings together standard, practice wide terms and conditions with the specific terms for each service selected, giving clients one coherent document rather than a stack of separate agreements. Proposals can be built from reusable templates, tailored to each prospective or existing client, and sent out for review without printing, scanning or posting a single page. Once ready, the completed engagement letter is pushed to the client's secure portal for review, approval and e-signature, with the whole process tracked so you always know where a proposal stands. Built in payment options through Stripe and GoCardless mean you can take a deposit or first payment at the point of sign off, helping new engagements start on the right footing. Because Proposals sits within the wider Docusoft platform, signed engagement letters and client details flow straight into onboarding and practice management, so there's no need to re-key information once a proposal is accepted. Contact us today to book your demo.

One partner, full stack: Pulse combines funding lines and embedded lending APIs, so you can launch credit, not build it.

RD-TCC helps businesses identify, prepare and defend robust R&D tax relief claims. We work alongside accountants as a specialist technical partner, helping their clients access legitimate relief while reducing compliance risk and internal workload. Our evidence-led service covers technical eligibility, project scoping, qualifying costs, claim calculations, supporting reports and submission requirements. Compliance is built into every stage, with claims assessed against HMRC guidance and prepared to withstand scrutiny rather than simply maximise value. HMRC enquiry support is included as part of the service, giving clients and their accountants continuity from initial assessment through to claim submission and, where required, defence.

No Setup, No Configuration, No Rules, Any File Format, Keep your ERP, Start in 5mins

Single click reporting saves time and eliminates the hassle of manual reporting. Easy to set up and highly secure, your practice’s reporting at your fingertips.

One live list for every document, request, & reply. No more digging through email. Manage the engagement, not the inbox.

Reclaim your time: streamline revenue operations Tired of chasing payments? TaxDome simplifies invoicing, payments, time and billing for your firm, allowing you to focus on what truly matters: your client experience and growth. Book a demo -https://calendly.com/d/ds6h-6d5-r5s/das-london-2026-taxdome-demo?month=2026-07

Rubli is a cloud-based lease accounting solution that helps organisations simplify lease management and maintain compliance with IFRS 16, FRS 102 and ASC 842. Designed for finance teams, accounting firms and advisors, Rubli automates the entire lease accounting process, reducing manual effort while improving accuracy and audit readiness. From initial lease recognition through to modifications, reassessments, renewals and terminations, Rubli manages the full lease lifecycle in a single platform. Users can centralise lease data, automate calculations and produce compliant accounting outputs with confidence. Key features include: - Automated lease calculations for IFRS 16, FRS 102 and ASC 842 - One-click journal entries for easy posting into your ERP or accounting system - Automated disclosure reports and financial statement notes - Full lease lifecycle management, including modifications and early terminations - Multi-currency support - Role-based user permissions and complete audit trail - AI-powered Lease Terms Extractor to quickly capture key lease data from contracts - Custom reporting and portfolio insights Rubli helps organisations eliminate spreadsheet-based lease accounting, reduce compliance risk and save valuable time at month-end and year-end. Whether you manage a small lease portfolio or thousands of leases across multiple entities, Rubli provides a scalable, user-friendly solution that supports accurate financial reporting and evolving accounting standards. Our experienced implementation and support teams work closely with every customer to ensure a smooth migration and successful adoption, helping finance teams and accounting firms deliver compliant lease accounting with confidence

One record for the whole practice. Less admin. More practice.