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.

https://www.practicegrid.co.uk/