Run client work and books as a sole practitioner
Manage client work, the ledger, filing and billing with shared records, reducing the need to reconcile separate tools.
Run client work and books as a sole practitioner
A sole practitioner carries every role. Time lost moving information between a workflow tool, a ledger and a filing bridge is time taken directly out of chargeable work.
Sole practitioners
A clear way through the work.
One login
Use the same account for clients, engagements, books and filings.
Templates carry the method
Define how a job is done once; run it every period.
Prepare from the ledger
VAT and Income Tax come out of the accounts you already posted.
Bill from the work
Recorded time becomes the invoice.
A starting point for your team
Bring your current process to the conversation. We’ll explore the Templates and recurring work feature with your team.
A practical path to adoption
Start with an agreed workflow, named owners and a clear launch plan. Review the result with the people delivering the work before extending it across the practice.
The tools behind the workflow.
Let’s make
the fit clear.
Bring your team structure, a representative client engagement and the tools involved. Include one handoff that works well and one that regularly needs attention so the walkthrough can focus on your priorities.
Tell us what your team needs from accounting software
Register interest in SecureWire and ask us about the modules you need.