Our solutions make practice management easy, giving you time to focus on practice growth. We build efficient, integrated workflows that allow you to serve clients better and focus staff resources on valuable work. This reduces costs and helps you manage your practice effectively using automated software. CCH Practice Management enables you to manage your clients and practice with ease. Our system tracks the progress of upcoming and past work to improve performance. Unlock efficiency through automation and practice-level reporting. CCH Document Management enables you to digitally store and manage information from any source. Make key processes seamless, as CCH allows you to store, search, share, and retrieve emails, soft copy, and paper documents. CCH Central also integrates with Microsoft Power BI, providing business insights from a single intuitive location through interactive dashboards.

We all know that clients rarely understand the business structures we put in place for them and there's usually a learning gap with our team as they seek to understand new family groups they're introduced to. Utilising the client map tool we can build business structure diagrams to educate your client and your team and use them as a starting point for future restructure advice. The client mapping tool can also be used for building process maps and software maps, all vital elements when consulting with our team and clients.

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The Done Diligence Module helps M&A advisors, investors, and corporate finance teams manage and analyze large volumes of deal documentation in a single, structured workspace. Rather than manually reviewing hundreds of files across folders, emails, and data rooms, users can upload documents and use AI to quickly extract, organize, and analyze key information. A major challenge in due diligence is dealing with scattered and unstructured information. Financial statements, contracts, presentations, legal documents, customer data, and operational reports are often spread across multiple locations, making reviews slow and increasing the risk of missing critical issues. The Due Diligence Module centralizes these documents and automatically organizes information into a clear workflow. The platform uses AI to review uploaded files, identify key findings, highlight potential risks, and surface important insights that may require further investigation. Teams can assign tasks, track progress, collaborate on findings, and maintain a complete audit trail throughout the diligence process. This helps reduce manual document review, improves consistency across teams, and ensures important risks are identified earlier. By combining document management, AI-powered analysis, risk identification, collaboration tools, and workflow management in a single platform, the Due Diligence Module helps deal teams complete diligence faster, reduce manual effort, improve transparency, and make more informed transaction decisions.

Build schedules from finance contracts, then automate the posting of interest and (optionally) current/non-current splits over the duration of the schedule. Streamline, standardise and create visibility across all schedules across your practice.

Estimate Module The Estimate Module enables advisors to create fast, high-level business valuations in minutes, providing clients with an initial indication of value before a full valuation engagement. By combining company information, financial data, and market benchmarks, it helps advisors quickly qualify opportunities, start valuation conversations, and identify prospects that may benefit from more detailed advisory services. Grow Your Advisory Offering The Estimate Module helps advisors generate more leads and expand their service offering by providing a simple entry point into valuation discussions. Instead of spending significant time on preliminary assessments, advisors can deliver professional value estimates quickly, engage more prospects, and convert estimate requests into full valuation, M&A, fundraising, or strategic advisory engagements.

The Finzu Dashboard is designed to give business owners and senior finance leaders an immediate, accurate picture of the business — not a snapshot from three weeks ago. Core performance metrics are surfaced at a glance: monthly revenue with month-on-month trend, total operational expenses, net profit, and the aggregate value of outstanding receivables. Top clients by revenue and top suppliers by spend are tracked over a rolling 12-month window, giving strategic context alongside the day-to-day numbers. The reporting suite covers the full financial statement set: Profit & Loss, Balance Sheet, and Cash Flow statements are always current and always accurate, because the underlying ledger never closes. Drill-down views into Accounts Receivable, Accounts Payable and the full Nominal Ledger are available at any time. For businesses with compliance or ESG obligations, Finzu also includes a dedicated Sustainability metrics module and Statutory Accounts output. Everything in one workspace. Always real time. No waiting for month end. Visit finzu.ai to register for Beta access ahead of our 2026 launch.

Reconcile inter-entity loans in minutes not hours by matching data direct across multiple Xero files then bulk coding the remaining transactions in real time. This is the founder of AccountKits favourite tool!

Sapphire's outsourced management accounts service enables UK accounting firms to deliver high-quality, insight-driven financial reporting to their clients — without the overhead of additional in-house staff. We prepare monthly, quarterly, and annual management packs that give business owners a real-time picture of their financial performance and support the advisory conversations that drive client retention. Each pack includes a fully prepared Profit & Loss Account, Balance Sheet, Cash Flow Statement, and aged debtors and creditors summary — presented with variance analysis against budget, prior period, and prior year. Where required, we also prepare KPI dashboards, rolling forecasts, three-way financial projections, and MIS reports tailored to the client's sector and business model. Our management accounts work is enhanced by Insight X, the financial reporting module within our proprietary SapphireHub AI platform. This tool converts financial data into interactive dashboards featuring year-on-year comparisons, financial ratios, and trend analysis — helping your firm deliver a genuinely advisory-level service to every client. We work directly within Xero, QuickBooks, Sage, FreeAgent, and other platforms your practice already uses. What We Deliver: • Monthly, quarterly & annual management accounts preparation • P&L, balance sheet, cash flow & aged debtors/creditors • Variance analysis — vs. budget, prior period & prior year • KPI dashboards tailored to each client's business model • Budgets, rolling forecasts & three-way financial projections • AI-powered dashboards via SapphireHub (Insight X module) • Works with Xero, QuickBooks, Sage, FreeAgent & more • 3–5 working day turnaround on monthly packs • ISO 27001 & ISO 9001 Certified | GDPR Compliant

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Sapphire provides a fully managed outsourced payroll service for UK accounting firms, handling every aspect of the payroll cycle on your behalf — from initial setup and PAYE calculations through to RTI submissions, pension compliance, and statutory documentation. Our dedicated payroll specialists work as a seamless extension of your practice, ensuring your clients' employees are paid accurately and on time, every time. We process payroll on a weekly, fortnightly, or monthly basis across all major payroll platforms including BrightPay, Moneysoft, Sage Payroll, Xero Payroll, and IRIS. Every payroll run includes full PAYE and NIC calculations, student loan deductions, statutory payments (SSP, SMP, SPP), RTI Full Payment Submissions (FPS) and Employer Payment Summaries (EPS) filed with HMRC on or before payment date. Our team also manages the complete auto-enrolment cycle — assessing employee eligibility, enrolling workers into qualifying pension schemes (NEST, The People's Pension, and others), calculating contributions, and handling postponements and re-enrolment. For construction sector clients, we provide specialist CIS processing including subcontractor verification, monthly CIS returns, and deduction statements. Year-end documentation — P60s, P45s, and P11Ds — is prepared accurately and on time for every employee. What We Deliver: • Weekly, fortnightly & monthly payroll processing • PAYE, NIC, student loan & statutory deduction management • RTI submissions — FPS & EPS filed on time, every time • Auto-enrolment & workplace pension compliance • CIS processing, HMRC returns & subcontractor statements • P45, P60 & P11D preparation • Works with BrightPay, Moneysoft, Sage, Xero, IRIS & more • 1–2 working day standard turnaround • ISO 27001 & ISO 9001 Certified | GDPR Compliant

PracticeGrid — The Complete Practice Management Platform for UK Accounting Firms One Umbrella Platform. Seven Specialist Modules. Total Practice Control. PracticeGrid is a purpose-built practice management platform for UK accounting firms — bringing every client, job, deadline, document, and compliance obligation into one unified system. The Seven Modules • CinchFlow — Practice command centre for client, service and job management • Ledger IQ — GL audit and anomaly detection from Xero and QuickBooks exports • Smart TaxVis — Auto-populates personal tax return working papers from client documents • Year End Pro — Validates year-end working papers against the ETB before review • InsightX — Management accounts and dashboards from your software export in one click • DraftBox — AI email drafting with human review before sending • NoteVault — Permanent client notes and master cards in a searchable hierarchy What We Deliver • Client, job and deadline management in one workspace • MTD ITSA quarterly updates and HMRC submissions • Deadline and risk dashboards — overdue work flagged instantly • Document manager with OneDrive, Google Drive and Dropbox integration • Structured approvals, sign-off workflows and full audit trail • AI-powered GL review, tax return prep and year-end checking • MTD ITSA Ready | AI Governed | ISO 27001 Certified | GDPR Compliant Less Chasing. Clear Ownership. Faster Sign-off. Reduced Risk.

Sapphire Info Solutions provides end-to-end tax return preparation for UK accounting firms, covering the full range of personal and corporate tax compliance. Our qualified tax team handles Self-Assessment Tax Returns (SATR) for sole traders, company directors, landlords, and individuals with multiple income sources — ensuring every return is accurate, complete, and filed in line with HMRC requirements. For limited companies, we prepare Corporation Tax Returns (CT600) including full tax computations reconciled to the statutory accounts, capital allowances, R&D tax relief claims, and loss relief where applicable. We also support Capital Gains Tax calculations, dividend and director remuneration reporting, and Partnership Tax Returns (SA800 and SA104). Every return is prepared using your firm's existing software — TaxCalc, IRIS, CCH, Digita, or Sage Taxation — with a mandatory two-level quality review before delivery. Our standard turnaround is 2–3 working days from receipt of complete information, ensuring your firm never faces a deadline risk due to preparation delays. What We Deliver: • Self-Assessment Tax Returns — all client types (SA100, SA800, SA104) • Corporation Tax Returns (CT600) with full computations • Capital Gains Tax calculations — including 60-day CGT reporting • R&D tax relief and loss relief computations • Dividend & director remuneration income reporting • Works with TaxCalc, IRIS, CCH, Digita, Sage Taxation & more • 2–3 working day standard turnaround • Two-level quality review on every return • ISO 27001 & ISO 9001 Certified | GDPR Compliant

One central location to manage staff, clients & digital workers across your entire firm.