Practice software that clears the busy-season backlog
We build software for accounting practices, tax advisers, bookkeepers and finance teams. The goal is less chasing and re-keying, and more time for advisory work.
What gets in the way
- Staff spend hours chasing clients for records and re-keying figures from documents and spreadsheets.
- Deadlines are tracked in spreadsheets, so work bunches up and things slip in peak season.
- Off-the-shelf practice tools do not fit every firm's services, pricing or approval steps.
- Client financial data is highly sensitive and must be shared and stored securely.
Built with the rules in mind
Accounting software has to fit tax authority requirements, anti-money-laundering rules for practices and data protection law. We build with these in mind and work with your partners and advisers, who remain responsible for tax and regulatory judgements.
Technologies we often use
How we help in your market
The rules, platforms and buyer expectations differ by region. We design for the one you sell into.
Europe & UK
UK practices work with HMRC Making Tax Digital, anti-money-laundering supervision by bodies such as ICAEW and ACCA, and UK GDPR, while EU firms face national e-invoicing and SAF-T style reporting. We integrate with HMRC and ledger APIs, build AML onboarding records and keep client data handling GDPR-aware.
United States
US firms work around IRS e-file rules, IRS Publication 4557 safeguards, the FTC Safeguards Rule and state CPA board requirements. We build secure client portals, written access controls and audit logs, and integrate with tax and ledger platforms used by US practices.
Canada
Canadian practices deal with CRA filing and represent-a-client access, provincial CPA regulation, PIPEDA and Quebec Law 25, and GST/HST and QST rules. We build workflows around CRA deadlines, bilingual English and French client journeys and consent records for personal data.
What we build for accounting, tax
Client portals
Secure upload, e-signature, requests and messaging in one place for clients.
Practice workflow
Job tracking, deadlines, reviews and capacity planning across the firm.
Ledger integrations
Two-way connections with cloud accounting platforms and bank feeds.
Document capture with AI
Extraction and categorisation of receipts, invoices and statements, with review.
Onboarding and engagement
Proposals, engagement letters, identity checks and payment collection.
Reporting dashboards
Management accounts and KPIs for clients, drawn from their ledgers.
How we help
Custom Software Development
Bespoke business systems built around how your organisation actually works, not how an off-the-shelf package assumes it does.
Web Application Development
Secure, fast web applications and customer portals that work in any browser and scale as your user base grows.
AI & Machine Learning
Practical AI: LLM features, agents, document extraction and predictive models, built with your data privacy in mind.
SaaS Product Development
Multi-tenant SaaS products with subscriptions, onboarding and admin tooling, from first MVP to a platform that scales.
API & Systems Integration
APIs and integrations that connect your CRM, ERP, payments and internal systems so data moves without manual re-keying.
Common questions
How much does custom practice management software cost?
We quote from a written requirements document, because a client portal alone is much smaller than a full practice management system. Many firms start with the part that causes most pain and add modules in phases.
Can you integrate with Xero, QuickBooks or Sage?
Yes. We build integrations using their official APIs to pull ledger data, push transactions and keep client records in step.
Can you connect to HMRC Making Tax Digital?
Yes. We can build against HMRC's published MTD APIs, following their developer and fraud-prevention header requirements, while your firm remains responsible for the returns submitted.
Can AI read receipts and invoices for bookkeeping?
Yes. We use AI to extract dates, amounts, suppliers and tax, suggest categories, and send anything uncertain to a person for review before it reaches the ledger.
Is our clients' financial data secure?
We build with encryption, role-based access, multi-factor login and audit logs, and host in a cloud account in your name in the region you choose.
Do you give tax or accounting advice?
No. We build the software with the relevant rules in mind and work with your partners and advisers, who make the tax and accounting judgements.
Can you build a white-label client portal for our firm?
Yes. The portal carries your branding and domain, and clients use it to upload records, sign documents, answer requests and message your team.
Can the system track deadlines across hundreds of clients?
Yes. We build job and deadline tracking that generates recurring work automatically, shows capacity by team and flags anything at risk before the deadline.
Can you build a SaaS product for accountants?
Yes. We build multi-tenant SaaS with subscriptions, onboarding and admin tools, and you own the code, repositories and cloud accounts.
Can you work around our busy season?
Yes. We agree the plan in writing, demo progress every two weeks, and can schedule go-live and training for quieter periods so the change does not land in peak weeks.
More sectors we serve
Have a project in mind? Let’s talk.
Tell us what you are building. We reply within one business day with next steps — and we are happy to sign an NDA first.