UK accountancy practices — Xero Practice Manager, Iris Elements, BTCSoftware-by-Bright — client portal, MTD VAT, year-end automation, FRS 102 + 105 awareness.
UK accountancy practices — Xero Practice Manager, Iris Elements, BTCSoftware-by-Bright — client portal, MTD VAT, year-end automation, FRS 102 + 105 awareness.
Branded portal where clients upload records, sign engagement letters, and pay fees by Direct Debit. The chase emails stop, the partner gets the weekend back.
Trial balance pulled, schedules generated, review queue routed to the right partner. Same accuracy, a fraction of the manual ledger-tracing.
MTD VAT runs scheduled, Companies House filings tracked from confirmation statement to year-end accounts, deadlines surfaced before they hurt.
Live utilisation per fee-earner, per partner, per service line. Underwater jobs flagged before they eat the margin, recovery rate visible per partner.
Automated ID verification at onboarding, sanctions and PEP screening on a schedule. Audit trail ready for the supervisor visit nobody enjoys.
Procedures, templates, advisory tone, technical memos — searchable from the file, the email draft, the client call. Trainees up to speed without shadowing for a year.
A six-partner accountancy practice ran year-end on a mix of Xero, BTCSoftware by Bright, and a shared Excel tracker the senior partner refreshed by hand. Three-week build: Xero Practice Manager wired into BTC accounts production, partner-review queue surfaced as a dashboard, client document-chase moved into a portal. Following season: year-end admin cut by 47%, partner Sundays returned, two new advisory clients absorbed without a hire.
How we measure: year-end admin time = total fee-earner hours logged to compliance jobs across n = 287 limited-company clients, prior season vs post-build, sourced from Xero PM time entries; partner-review queue latency tracked weekly Oct–Mar.
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Bring a recent year-end timeline and the WIP report. We diagnose from the numbers.