For accountants, consultants and advisory firms

You’ve asked
four times.

The deadline is Friday. You still don’t have the bank statements, the engagement letter came back unsigned, and somewhere in a thread from March is the version they say they approved. None of this is your fault, and all of it is your problem.

Only this one MK Margaret Director Signs the engagement letterApproves the accountsSettles invoices
SB Sam Finance manager Uploads statementsAnswers queriesSees what’s outstanding
AO Aisha Bookkeeper Uploads documentsCan’t sign anything off
JR James Non-exec Reads the reportsTouches nothing

↑ Four people at one client. Only Margaret can sign. The system knows that. Email doesn’t.

And when Margaret signs

It’s recorded against that exact document, with her name, the date and an audit trail nobody can edit afterwards. When a query comes back in eighteen months, you have an answer rather than a search.

Book 20 minutes Poke around the demo

Live in five days · no per-seat pricing · the accounts are in your name from day one

The chase,
in full.

Six weeks before the deadline. This is where the hours go, and none of them are billable:

5 Mar · you → client
Documents for the year end
Whenever you’re ready — list attached, nothing urgent yet.
22 Mar · you → client
Re: Documents for the year end
Just following up on the below 🙂
3 Apr · client → you
Re: Documents for the year end
Sorry! Sam has these. Copying him in.
18 Apr · you → Sam
Re: Re: Documents for the year end
Hi Sam — any luck with the statements?
2 May · client → you
URGENT
Is this filed yet? Our bank is asking.

↑ Eight weeks. Four chasing emails. The deadline has not moved.

One client.
Six places.
Nothing joined up.

Nothing here is broken exactly. It's just that the work lives in one place, the money lives in another, and the client lives in your inbox.

None of it lets the client help themselves. So they ask you instead.

One system you run on.
One login they use.

Fifty-three screens ship with it. These are the eight that change your week — the rest are there when you want them and quiet when you don't.

Their side

Clients get their own front door

They sign in and see their projects, their files, their invoices — and absolutely nothing belonging to anyone else. You choose what each client can see.

Their side

Decisions with a name on them

Work goes out as a decision, not an attachment. Approve, or request changes. Recorded, dated, signed by a human. “I never approved that” stops being a conversation.

Their side

Four roles, so the right person decides

Account owner signs and pays. Manager approves. Team member uploads and comments. Viewer looks. Set per client in about a minute, and the wrong person simply doesn’t get the button.

Your side

Everything live, and whose turn it is

Projects, tasks, calendar and the pipeline in one place. At a glance: what’s moving, what’s stuck, and who it’s sitting with. Usually them.

Your side

Invoices that know what they’re for

Raise it against the work, send it, and see who hasn’t paid without opening anything else. It bills — it isn’t your accountant, and it won’t pretend to be.

Your side

Your name on it. Not ours.

Your logo, your colours, your domain. When your client signs in, nothing on the screen mentions us. As far as they know, you built it. We’re fine with that.

Your side

When a manager leaves and takes the client with them

Client-specific handling is the whole job — who signs, what they always forget, why that file is treated differently. It sits with one person until they resign. This gives you a standing list of which clients have exactly one name against them, and on the day notice is given, one click reads back every client, matter and deadline that was theirs, flags what nobody else has worked on, and gives you the questions to ask before the last day. It reads your practice records, not their inbox.

Your side

Your data leaves whenever you like

Backed up nightly, and the backup is read back to check it actually restores — an unread backup is a hope, not a backup. Any client’s records export to a plain file on request. Nothing about this holds you hostage.

Oh, and
the rest of it.

Everything above is the half your clients touch. This is the half you get, and we're not charging extra for any of it — you don't have to use a single screen on day one.

The Executive analytics screen: revenue, ARR, profit and retention tiles above trend and forecast charts, with CRM, Sales, Invoices, AI Assistant and Workflows in the sidebar.
Real screen, real numbers. The sidebar is the point — that's what comes with it.
AI assistantExecutive analyticsCRM & contactsSales pipelineProjects & tasksInvoices & billingReports & exportsCalendar & meetingsKnowledge baseSupport ticketsAudit logSingle sign-onNightly backups53 screens, honestly

Practice software bills the time. This one shows the client why.

Live on Friday.

Not "onboarding". Not a "discovery phase". A week, with your actual work in it at the end.

Mon

We talk for an hour

How you really work — your stages, your roles, who is allowed to approve what. Bring a job that went sideways. Everyone has one.

Tue

Your copy goes up

Your instance, your subdomain, your logo and colours. On accounts opened in your name.

Wed

Your real work goes in

Live clients, live jobs, the invoices you’re still chasing. No blank screens, no sample data.

Thu

Your team gets logins

An hour together. If it needs a training course, it’s built wrong.

Fri

You let the clients in

Two or three to start. The first decision that lands in the portal instead of your inbox pays for the week.

What it costs.

First, the bit nobody else tells you

The accounts are yours. Your domain, your hosting, your database — all opened in your name, on your card, on day one. Runs about $40–50 a month, paid straight to them, no markup from us.

Which means there is no switch we can flip. If you sack us on a Wednesday, nothing turns off. You keep the system, the data and the logins, and we hand over a runbook so any competent developer can pick it up.

Founding client · first three only $2,500once

The whole week below, your branding, your real work loaded in. Then pick a support option — or don't.

  • Your setup price is locked, for good
  • An unreasonable amount of attention while we're this small
  • In exchange: tell us the truth, and let us use your name once it's working
Standard setup $6,000once

Same week, same result, no strings attached to the end of it.

  • Live in five days with your real work in it
  • Unlimited people, unlimited client logins
  • Runbook handed over, accounts already yours

Then, afterwards, one of three things

Option A · Nothing$0/month

It's yours, it's running, we're done. Genuinely a fine choice.

  • Call us back at $80/hour if something breaks
  • No contract, no notice, no awkwardness
Option B · Care plan$150/month

The sensible middle. Email support, one business day, Monday to Friday.

  • Security patches when they actually matter
  • A monthly check that your backups really ran
  • Cancel with 30 days' notice, no reason needed
Option C · Changes too$80/hour

On top of the care plan, when you want the thing itself changed.

  • New screens, new fields, new reports
  • Quoted before we start, always

For scale: a custom-built client portal runs $25,000–$60,000 and takes six months. We're the other option.

When someone leaves

The partner who
held the client.

Twenty years of “ring me before you file that” and “she prefers the call on a Tuesday”. The engagement letter transfers. The relationship doesn’t.

Day one

It builds the handover for you

Mark someone as leaving and it reads their clients, engagements, tasks and pipeline, and reconstructs the role from what the practice already records.

The real risk

It finds the clients held by one partner

“Nine clients have a single named contact.” In a practice, that’s not an operations problem, it’s a retention one.

Their successor

A briefing, not a lever-arch file

Whoever inherits the book gets the clients, the live engagements and the deadlines — and a list of what the records cannot explain.

Clients don’t leave with the file.
They leave with the person.

It reads your clients, engagements, tasks and pipeline. Not their inbox, not their calendar, not what was said at lunch. What it can’t see is whatever never got typed anywhere — so it tells you what to ask before the notice period runs out.

Things it can't do.

Every other page you've read today told you what its software does. Here's the other list, because you'd find out in week two anyway and week two is a rotten time to find out.

Twenty minutes.
No slides.

It isn't a demo call, it's four questions. If it's not a fit we'll say so in the first ten minutes and give you the twenty back.

  • How many hours a month go into chasing paperwork you can’t bill for?
  • Where does a client look when they want last year’s accounts?
  • If a sign-off were disputed in a year, could you prove who gave it?
  • What do you use now, and which part of it do you work around?
Book 20 minutes Or just poke the demo

Satyamkns@gmail.com — a real person, same working day.

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