

Sapphire Info Solutions
About us
Sapphire Info Solutions is a trusted finance and accounting outsourcing partner for UK accounting practices — delivering over 20 years of expert support to firms across the UK.
We provide fully managed, HMRC-compliant outsourced services that act as a seamless extension of your team, freeing partners and managers from production work so they can focus on advisory, client relationships,
and growth.
OUR CORE SERVICES:
- Bookkeeping & VAT Services
- Year-End Accounts Preparation
- Personal & Corporation Tax Returns
- Payroll Management
- Management Accounts & Reporting
- Audit Support Services
WHAT MAKES US DIFFERENT:
- Dedicated team model — same staff work on your clients every time
- Trained in UK tax law, HMRC processes and ICAEW/ACCA standards
- ISO 27001:2013 certified & GDPR compliant with VPN-secured infrastructure
- AI-powered Sapphire Hub Portal for faster reviews and exception reporting
- Software agnostic — Iris, Digita, VT, CCH, Wolters Kluwer and more
- Free trial available for new clients
📍 Visit us at Stand B47 | 📞 020 3002 6314 | 🌐 www.sapphireinfo.co.uk
Products & services

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.

Management Accounts & Reporting
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

Year-End Accounts Preparation
Sapphire's year-end accounts preparation service gives UK accounting firms the capacity to handle high volumes of statutory accounts production without increasing headcount. Our qualified team prepares complete statutory accounts for limited companies, partnerships, and sole traders — fully compliant with UK GAAP (FRS 102 and FRS 105), HMRC requirements, and Companies House standards. For limited companies, every set of accounts includes a fully prepared Profit and Loss Account, Balance Sheet, Notes to the Accounts, Directors' Report, and Fixed Asset Schedule — formatted for iXBRL tagging and electronic submission to both Companies House and HMRC. Corporation Tax computations (CT600) are prepared alongside the accounts, ensuring the tax and statutory accounts are aligned and consistent. For sole traders and partnerships, we prepare trading income and expenditure accounts, profit allocation schedules, and property rental accounts — all structured to feed directly into the Self-Assessment return process. Our AI-powered tools within SapphireHub — Year-End Pro and Smart Taxvis — perform automated pre-submission checks on every file, validating working papers, flagging anomalies, and ensuring compliance standards are met before the accounts reach your desk. A mandatory two-level review by an experienced Team Leader is standard on every engagement. What We Deliver: • Statutory accounts — limited companies, partnerships & sole traders • Full FRS 102 & FRS 105 compliance • iXBRL-tagged accounts for Companies House & HMRC filing • CT600 corporation tax computation prepared alongside accounts • All year-end adjustments — accruals, depreciation & provisions • General ledger scrutiny & AI-powered anomaly detection (Ledger IQ) • Works with IRIS, CCH, VT Final Accounts, Digita, TaxCalc & more • 5–7 working day standard turnaround • ISO 27001 & ISO 9001 Certified | GDPR Compliant

Audit Support Services
Sapphire's audit support service provides UK accounting firms with structured assistance at every stage of the audit preparation cycle — from pre-audit file review through to post-audit recommendation implementation. Our team ensures client records are audit-ready, properly documented, and clearly organised before fieldwork begins, reducing query volume, auditor time, and overall audit costs. Our preparation includes a thorough review of the trial balance and general ledger, complete indexed working papers across all balance sheet categories, and comprehensive reconciliations — bank, debtors, creditors, VAT, PAYE, fixed assets, and director loan accounts. We perform UK GAAP compliance checks against FRS 102 and FRS 105, reviewing disclosure completeness and accounting policy consistency in line with ISA (UK) standards. During the audit, we manage auditor queries and coordinate document delivery. Post-audit, we support the implementation of auditor recommendations to improve future file quality. Our AI-powered tools — Smart Taxvis and Year-End Pro within SapphireHub — automatically flag errors, inconsistencies, and missing disclosures before submission, adding an additional quality assurance layer to every file. What We Deliver: - Pre-audit file review, gap analysis & risk identification - Complete indexed working papers — all balance sheet accounts - Bank, debtors, creditors, PAYE, VAT & fixed asset reconciliations - UK GAAP (FRS 102/105) & ISA (UK) compliance checks - Auditor query management & liaison support - Post-audit recommendation implementation - AI-powered file checks — Smart Taxvis & Year-End Pro (SapphireHub) - Compatible with IRIS, CCH, VT Software, Digita, TaxCalc, Xero & more - ISO 27001 & ISO 9001 Certified | GDPR Compliant

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

Tax Return Services
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

Bookkeeping & VAT Services
Sapphire Info Solutions provides fully managed bookkeeping and VAT return services for UK accounting firms. Our team handles transaction processing, bank reconciliations, accounts payable and receivable, and MTD-compliant VAT returns — keeping every client's records accurate, compliant, and audit-ready. We manage the full VAT cycle across all HMRC-approved schemes — Standard, Flat Rate, Cash Accounting, and Annual Accounting — in full compliance with Making Tax Digital. Bookkeeping is delivered daily, weekly, or monthly using your firm's existing software, with a mandatory two-level quality review on every job. What We Deliver: - Daily, weekly & monthly bookkeeping - Bank & credit card reconciliation - VAT preparation & MTD-compliant HMRC submission - All VAT schemes covered — Standard, Flat Rate, Cash & Annual - Accounts payable & receivable management - General ledger, journals, accruals & prepayments - Works with Xero, QuickBooks, Sage, FreeAgent & KashFlow - 1–3 day TAT for VAT | 3–5 days for bookkeeping - Two-level quality review on every job - ISO 27001 & ISO 9001 Certified | GDPR Compliant