The practice workspace
Home shows what needs attention across clients. Staff work from My queue, while managers review approvals, deadlines, workload and practice money.
See how it worksThe product / launching soon
Manage client work and keep each client’s books
SecureWire helps UK accounting and bookkeeping practices collect documents, chase missing records, review work and record approvals with a full audit trail. Keep each client’s books in the same place.
Keeping your own business’s books? Explore the business workspaceWhere you work
Open the right place for each job
The client record
Keep engagements, documents, people, time and billing, activity and sets of books with each client.
See how it worksThe books for each client
Open the ledger, bank reconciliation, invoices, bills and reports from the client’s Books tab. Use the switcher for more than one set of books.
See how it worksThe client portal
Clients open a secure link to answer questions, upload documents and approve work. The portal carries your practice’s logo and colour.
See how it worksThe business workspace
A business keeping its own books has Home, Books, Team and Settings. It uses the same books screens as a practice.
See how it worksHow the product works
Controls and records that stay with the work
Security for everyday work
Two-factor sign-in is mandatory for every member of staff. Each practice’s data is separated inside the database. History has a Verify integrity check.
Client work and books together
Move from a client’s document request to their bank reconciliation in the same product. The client record holds both the work and the books.
A second person checks the work
Engagements, documents and financial approvals have a second-person check. Where only one person can approve, the record says so. Issued invoices are locked.
Chasing with a named handover
Reminders run on days 3, 7 and 10. On day 14 the case passes to a named person. Clients use secure links or a one-time sign-in email.
Familiar account codes
The books use Xero’s UK chart of accounts codes. Bring opening balances across from a trial-balance export and preview them before applying.
How it fits together
Follow the work through the product
Take on a client
Enter the client’s details, start an engagement from a template and send the invitation. The client uploads documents, a reviewer checks them and a manager approves the work. Complete the handover to finish the engagement.
Explore this workClose the month and prepare VAT
Fetch bank transactions or import a statement. Reconcile the lines, approve invoices and bills, post journals and depreciation, then review reports and prepare the nine VAT boxes. Live tax filing awaits HMRC approval.
Explore this workRun payroll
Add employee details, assess pensions and cost the pay run. A second person checks and approves it, and it posts to the books. RTI records are prepared and checked against HMRC’s schema; live filing awaits approval.
Explore this workMove opening balances from Xero
Export a trial balance, upload and preview it, then apply the balanced file. The period before conversion is locked. Transaction history does not come across. SecureWire does not connect to Xero, QuickBooks or Sage. Record which one you use, and export invoices to enter or import there yourself.
Explore this workShared records
Entered once, used everywhere
| Entered in | Used by |
|---|---|
| Client record | Engagements, requests, portal access, books, time and billing, and activity. New books use the client’s type and Income Tax authorisation reuses their NI number. |
| Template | Documents, questions, tasks, chasing, fees and approval stages for every engagement made from it. |
| Client portal account | Every engagement sent to that email address and the practice’s invoices. |
| Time on client pages | Time & WIP, practice invoices, the client portal and the practice’s own books. |
| Contacts in a set of books | Invoices, quotes, credits, receipts, statements, bills, orders and supplier payments. |
| Products and services | Invoices, bills and stock records. |
| Bank lines from a feed or CSV | Reconciliation, settling invoices and bills, and coded ledger entries. |
| Ledger | VAT preparation, self-employment Income Tax updates and financial reports. |
| Pay runs, depreciation, card payments, revaluation and year-end close | Each posts its own journal. Card payments require live payment settings before use. |
| Books and payroll | The practice’s personal tax record for the same person. |
Every feature
Explore the work your team does
29 features to explore
Practice workspace
Practice workspace
Home dashboard
Practice owners, managers and staff use Home to see approvals, deadlines and client work that needs attention.
Practice workspace
Client management
Practice staff use the client list and client record to find work, documents and books for each client.
Practice workspace
Engagements
Staff and managers use engagements to run a piece of client work and see where it is waiting.
Practice workspace
Documents and chasing
Staff request named documents and reviewers check uploads, while clients see what they still need to send.
Practice workspace
Approvals
Managers and reviewers check finished engagements and financial items, keeping the decision with the work.
Practice workspace
Client portal
Clients use a phone-friendly portal to answer questions, upload requested documents and approve finished work.
Practice workspace
Templates and recurring work
Admins define engagement templates and checklists, while managers use recurring work to create each period’s draft.
Practice workspace
Time tracking and work in progress
Practice staff track time on client work, and managers review work in progress and utilisation.
Practice workspace
Practice billing
Practice staff raise invoices from time and costs, fixed fees or milestones, with a colleague checking before sending.
Practice workspace
Practice reports
Owners and managers use practice reports to see overdue work, team workload and the practice’s financial position.
Practice workspace
Audit trail
Owners, managers and auditors use History to review events and check that entries have not been altered.
Practice workspace
Security and access
Practice admins manage team roles and permissions, with mandatory two-factor sign-in for every staff member.
Books
Books
General ledger
Bookkeepers and accountants use the chart of accounts, journals and close controls to keep a client’s books.
Books
Bank reconciliation
Bookkeepers use bank feeds or CSV statements to reconcile a client’s bank accounts against the books.
Books
Sales invoicing
Bookkeepers raise invoices, credit notes and quotes, with a second person authorising invoices before they post.
Books
Purchases and bills
Bookkeepers enter bills and prepare supplier payments, while a second person approves and releases the records.
Books
Customers and suppliers
Bookkeepers use one contact list for sales and purchases, so contact details are reused throughout a set of books.
Books
Products and stock
Bookkeepers maintain products and services for invoices and bills, and record stock on hand at average cost.
Books
Fixed assets
Accountants maintain an asset register and post depreciation alongside the rest of the client’s books.
Books
Financial reports
Accountants and owners use financial reports to review balances, compare periods and investigate the figures.
Books
Budgets and cash flow
Accountants and business owners compare actual figures with budgets and project cash from unpaid invoices and bills.
Books
Exchange rates and currency revaluation
Accountants use exchange rates from the European Central Bank or enter rates by hand, then revalue balances.
Books
Multiple sets of books
Practice staff can keep more than one set of books per client and move between them with the books switcher.
Books
Data import
Accountants import opening balances from any trial-balance export, including Xero, QuickBooks and Sage, and review them before saving.
Tax and payroll
Tax and payroll
VAT returns
Accountants prepare VAT returns from the ledger and review what makes up each figure.
Tax and payroll
MTD for Income Tax
Accountants working with sole traders and landlords keep quarterly work with the client’s books and review the periods HMRC expects.
Tax and payroll
Payroll and RTI preparation
Payroll staff prepare pay runs with PAYE, National Insurance and pensions, and a second person approves each run.
Tax and payroll
HMRC connection
Accountants use the business’s own Government Gateway sign-in to authorise tax access and review obligations.
Tax and payroll
Personal tax records
Practice staff keep a personal tax record for an individual and pull figures from that person’s business books and payroll.
Security
Keep access and activity under review
Two-factor sign-in for every member of staff, each practice’s data separated inside the database, an audit trail that cannot be edited or deleted, and files and sensitive data encrypted.
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.