Monthly ReturnsMonthly
0 clients
Filing status, deadline urgency, and stage breakdown —
Corporation tax and annual accounts filing
Monthly contractor return filing
Self-assessment and personal tax filing
Clients you personally have jobs against, across all your workflows.
Managers create Jobs for every workflow from a client's page in the Clients hub, and allocate a preparer and reviewer to each one. Staff only see Jobs allocated to them.
Everyone you've invited and accepted, and anyone waiting on a response.
Jobs across your team where you've been named manager — no editing, just oversight.
Aggregate workload and bottlenecks across you and your team, right now.
Personal Tax, P11D, and Accounts & CT Jobs across your managed clients.
Create a Job for this accounting period and allocate a preparer.
Change the preparer or reviewer for this job.
Creates the client, and a job for each workflow you tick below — unallocated, ready to assign a preparer afterwards.
Choose a teammate, their role, and which workflow they should see this client in.
Make it yours — ten palettes and a choice of typefaces. Saved automatically.