147 results found
    1. Payroll Management

      Payroll Management

      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

    2. Practice App

      Practice App

      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.

    3. Practice Manager

      Practice Manager

      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.

    4. PracticeGrid — The Complete Practice Management Platform for UK Accounting Firms

      PracticeGrid — The Complete Practice Management Platform for UK Accounting Firms

      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.

    5. Proposals

      Proposals

      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.

    6. Rubli lease accounting solution

      Rubli lease accounting solution

      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

    7. Sage Intacct

      Sage Intacct

      Trusted by over 30,000 high-performance finance teams, Sage Intacct is AI-powered, high-performance software that delivers real-time insights through an intuitive, easy-to-use experience. Powered by AI and Copilot, Sage Intacct automates manual data entry, close processes, multi-entity management, and compliance—eliminating up to 90% of manual work. Sage Intacct’s intelligent multi-dimensional ledger, reporting, and forecasting deliver proactive insights that enable smarter, faster business decisions. As an award-winning Sage Intacct global partner with hundreds of successful implementations, Vision33 has unmatched expertise in implementing, integrating, and supporting Sage Intacct.