Complete client management in one place — onboarding checklist, work stage tracker, deadlines, document sending and notes. All linked to Box.

Guided 5-stage call script for new prospect enquiries — captures contact details, business info, services and turnover, auto-calculates a fee estimate, generates a summary script to read on the call, and fires a follow-up email. Adds directly to the Onboarding tool.

Full SA computation — toggle income sources, auto-calculates tax bands, reliefs checklist, HMRC reconciliation.

Multiple disposals, PPR & lettings relief, rate split by income band, HMRC reconciliation and reliefs checklist.

Client mileage allowance with VAT fuel element split, plus APD travel charge calculator for invoicing.

Full reference card — income tax bands, CGT, NICs, IHT, VAT, pensions, mileage rates and key dates.

Dynamic generator — select services, define exact scope per client. Produces a print-ready A4 letter.

Fully branded, printable quotations using your rate card. Includes logo and sign-off.

Full schedule of fees — all services, bands and billing rules. Print or save as PDF.

Generate a print-ready client declaration for Self Assessment, Capital Gains Tax, or VAT — select the service type and fill in the figures.

7 professional templates with attachment guidance and Box folder link built in.