Workload, volume, performance - see your whole practice.

Practice App The Docusoft Practice App is a tailored, branded mobile app that gives your clients secure access to their own data, from their phone or tablet. Available on both iOS and Android, it lets clients view and share documents, upload files and stay up to date with their practice, without needing to log into a web portal or send information by email. Access can be personalised for each client, and documents can be edited and reviewed directly within the app, keeping everyone working from the same up to date information. Built in notifications keep clients informed about deadlines and important updates as soon as they happen, and integration with your existing accounting, bookkeeping and payroll software means clients can see relevant information without you needing to re-key anything. The Practice App is fully customisable, so it can carry your practice's own branding rather than a generic, off the shelf feel. It gives your clients a modern, convenient way to interact with your firm and gives your practice an edge when it comes to client service, as an optional extension to your Docusoft solution. Contact us today to book your demo.

Accounting practice management software From client tracking and scheduling to deadlines, calendars and even an in-built customer relationship management (CRM) tool, our accounting practice management software is the one-stop-shop cloud-based software, designed for all your practice management needs. Use our suite of tools to manage every aspect of running your practice — and make smarter business decisions.

Practice management that creates its own work — deadlines nobody has to remember. Jobs, tasks and deadlines created on signature. A practice dashboard giving you the whole book in one view. Team and capacity, so you see the collision before you promise. Workflow templates that put the process in writing. Timesheets and billing against the agreed budget.

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.

From purchase request to compliant order, in a fraction of the time.

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

A branded, mobile-optimised website that includes a regular tax and business advisory newsfeed, plus more...

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