PracticeApp keeps your accounts, VAT, confirmation statements and self assessment work on schedule — with Companies House data built in.
Automations that take repeated work out of running a practice, each with a human approval where it matters.
When a service period starts, the invoice is queued with the fee and period. Review, second-review and approve it before it reaches the ledger.
Connect both Direct Debit schemes. Payments, payouts and mandates are synced, and you record each receipt against the right invoice.
When a prospect is onboarded, an engagement letter on your own letterhead and terms is generated, approved, emailed and tracked until it is signed.
Accounts and confirmation statement dates are synced from Companies House.
Connect the services your practice relies on. Anything that comes in from QuickBooks waits for your approval first.
QuickBooks, Xama, Companies House, Google Workspace and GoCardless are names and trade marks of their respective owners. PracticeApp is an independent product and is not affiliated with, sponsored by or endorsed by them. Integrations may need an account with the provider.
Dates are synced from Companies House where available and calculated from your own records for everything else.
Accounts and confirmation statement dates are synced from Companies House. VAT and self assessment run from your own records.
See who is due this month, who is overdue and what is coming in the next three. Raise a task against any client in one click.
Forecast what is coming in, record estimates and uncertain amounts, chase overdue fees and reconcile payments as they arrive.
Every obligation, contact, service and fee in one place, with Companies House data filled in for you.
Assign bookkeepers and managers, work through typed checklists and track work through an approval chain.
Onboarding, cash flow, submissions, disengagement and evaluation, exportable to PDF and CSV.
Connect your Google Workspace mailboxes. Mail is matched to clients, replies are drafted and tracked, and each client has an email history.
A tidy Google Drive folder tree for every client, built from your templates, with a file manager on the client record.
Your own letter and document templates, previewed, emailed and tracked, with approval before anything is sent.
Articles, videos, PDFs and downloads in one clean library for your team, with progress tracking.
Add your own fields to client forms, make them mandatory and filter the directory by them.
GoCardless payments synced, with confirmed, paid-out and failed collections reconciled against the right invoice.
Upload your client list and filing dates are filled in from Companies House. No re-keying and no spreadsheet to maintain.
The same rhythm every practice knows, with the admin taken out of it.
Open Workflow at the start of the month. Accounts, VAT, confirmation statements and self assessment are split by service, with overdue work in its own list.
One click turns a deadline into a task with the checklist, period and assignments already filled in.
The bookkeeper works through the checklist, the manager reviews and comments stay on the task.
Completing the task records the submission, so next month starts from an accurate position.
See what is owed and what is likely to be paid next month, based on the figures in your own records.
Accounts and confirmation statement dates are synced from the register.
Quarterly, monthly or annual: each client appears on their own cadence, based on their period end.
Clients appear when the tax year closes, so the work can start early.
Bookkeepers, managers and admins each see the modules they have been given.
PDF and CSV on the reports you send, with no copy and paste.
Each practice has its own workspace, users and permissions.
Your own workspace, ready in minutes. No card and no set-up call.
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