01
Collect and review client documents
Keep client documents alongside the requests they answer so your team can check for missing information.
Client portalLaunching soon
Client work and books for UK accounting practices
SecureWire is launching soon for UK accounting and bookkeeping practices. Manage client work alongside the books, from document requests and approvals to the ledger, tax and payroll. Each stage keeps a record of who did what.
Businesses can also keep their own books in SecureWire.
An example of the workspace
Manage client work alongside each client’s books.
Prepare returns from the ledger and keep an audit trail of the work.
What SecureWire covers
Explore the modules
Client work and accounting
Manage each client’s work and books
See which work is due, find the records behind it and follow each job through to billing. Browse the features below.
Practice
Explore the complete productEngagements from start to approval
Engagements, templates and recurring work keep jobs moving, with the state of each one visible.
ClientsClient records and the client portal
Client details, work and activity, and a portal where clients upload documents and answer requests.
LedgerEach client’s books in the same place
Chart of accounts, bank reconciliation, sales and purchases, and statements derived from one ledger.
ComplianceVAT, Income Tax and payroll preparation
VAT and Income Tax under Making Tax Digital and payroll with RTI, prepared from the same ledger.
BillingBill for the work recorded
Time and costs flow into practice billing without re-keying.
AssuranceApprovals and audit
Submit, review and approve with reasons, and keep a full record of who did what and when.
Help your team follow the work
Give your team the records they need for the next step
Keep requests, reminders and decisions with the work they relate to. Your team can check what has arrived and what still needs attention.
02
Follow up on missing documents
Let automated reminders support the follow-up, while your people focus on the work that needs them.
Templates and recurring work03
Record review decisions
Review the supporting information, record approval decisions and check who acted and when.
ApprovalsFrom first request to final approval
Follow a request through five stages
See an example of how a request moves from document collection to approval and the audit trail.
Example client workflow / 01
Ask clients for the documents you need
Clients upload requested documents to the portal, where your team can see which work they relate to.
AW
Alder & WestQuarterly client review
ExampleDocument request
Let’s get everything together.
Bank statementsReceived
Sales invoicesRequested
Expense recordsRequested
1 of 3 received
Illustrative workflow / fictional client
The clarity behind the work
Check progress across the firm and open the records behind each job
Review client work and the information behind each task. The preview shows the SecureWire interface with example records.
Take a closer lookThe workspace Client work and records
Shown with an invented demo practice.
How it fits together
From invoice to VAT return
Follow an invoice from the sale to a VAT return prepared from the same ledger.
- Sales invoiceINV-1042: £2,000 + £400 VAT
- LedgerDr Trade debtors; Cr Sales, VAT
- Bank feed£2,400.00 from ACME LTD
- ReportsDebtors cleared and cash updated
- VAT return£400 output VAT
An invoice is raised. Sales and VAT are recorded at this point.
One sale, five stages: an invoice is raised, recording the sale and the VAT. It posts to the ledger as double entry. The customer’s payment appears on the bank feed and is matched to the invoice. The receipt clears the debtor and updates cash. The invoice is included in the VAT return prepared from the same ledger.
Security and access
See how client information is protected
Read about access controls, data protection and the audit trail. We distinguish controls already in the product from those awaiting the independent security review.
Explore security Controlled access Work history
Guides for accounting teams
Practical guidance for everyday client work
Product and launch
Product and launch information
Contact us if you need more detail.
Register interestSecureWire is launching soon for UK accounting and bookkeeping practices. Run client work and keep each client’s books in the same place. Businesses can also keep their own books.
Prepare for the launch
Tell us what your team needs from accounting software
Register interest in SecureWire and ask us about the modules you need.