Agile automation for your accountancy practice

PracticeFlow allows you to scale your accountancy practice to hundreds of clients, ensuring that you keep on top of all deadlines, big or small.

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Client Database

Securely store your client data and files in a searchable database, with all client work linked in.

Task/Deadline Automation

Task templates and automation help you to put your workflows on autopilot, allowing your team to never miss a deadline.

Team Collaboration

Keep your whole team in sync with task-based collaboration, direct to your inbox—no more syncing of Excel files.

Trusted by accountants

Our clients expect to be reminded when returns are due, when payments need to me made and how much they need to pay. That gets more difficult as your client base grows. With PracticeFlow we can schedule key dates and tasks to make sure we don’t miss any deadlines. It also acts as a central point to hold key data such as UTR’s. We love it!

Steve Bicknell

Business Advisers Ltd

PracticeFlow has been invaluable for us. No more spreadsheets to track where we are up to in a month. The dashboard gives us all the vital information we need and with the daily reminders this has transformed our tracking, deadlines and reminding process. We have also fed back on the software with things we felt could enhance it and they have made changes to it. Brilliant software and highly recommend it.

PracticeFlow is an excellent practice management software that provides us with exactly what we need without the high price tag. We wanted a cloud based software that would hold all key data in one place and could be accessed anywhere at any time. A software that would allow us to manage tasks and deadlines. Well PracticeFlow has satisfied these requirements and more. PracticeFlow is now a vital part of our business growth strategy.

Zubber Nabi FCCA

Eazy Accounting

Streamline your practice with our simple yet powerful practice management solution

Lightweight and flexible, PracticeFlow helps you to automate your workflows giving you more time for your customers

  • Automate any scheduled work
  • Flexes to fit the way you work
  • At a glance views for client and Companies House data
Try Free for 60 Days

Work from anywhere, anytime

Whether staff are in the office or working from home, everyone can stay in sync—every staff member receives a daily summary of all deadlines that require attention each week.

Try Free for 60 Days

Features

Lightweight and flexible, PracticeFlow helps you to automate your workflows giving you more time for your customers

Companies House Integration

Keep track of key dates and client data automatically.

Bulk import of client data

Get set up quickly with all of your client data in one place

Flexible and powerful task scheduling

Easily create scheduled and recurring tasks to match the way that you work

Job templates for rapid onboarding of new clients

A powerful automation system that lets you onboard new clients in seconds

Unlimited document storage

Industry standard secure document storage with versioning

GDPR Compliant

Fully compliant with the GDPR and UK Data Protection Act 2018

Plans for every stage of your growth

All plans include a 60-day trial and no-quibble money back guarantee.

£15 / month

Professional

  • 100  company clients
  • 250  individual clients
  • 5  staff accounts
  • Unlimited document storage
  • Daily updates of Companies House data
  • GDPR & DPA 2018 Compliant
  • Industry standard data security & encryption

£25 / month

Practice

  • 300  company clients
  • 500  individual clients
  • 10  staff accounts
  • Unlimited document storage
  • Prioritised updates of Companies House data
  • GDPR & DPA 2018 Compliant
  • Industry standard data security & encryption

£50 / month

Enterprise

  • 750  company clients
  • 1,250  individual clients
  • 25  staff accounts
  • Unlimited document storage
  • Highest Priority updates of Companies House data
  • GDPR & DPA 2018 Compliant
  • Industry standard data security & encryption