Less reconstruction. More review. At scale.
Small Ltd clients capture payments, dividends, loans and reimbursements as they happen. LtdRecord turns each one into a numbered pack with evidence status, review flags and a handoff note.
Live now — free for your first 3 linked clients, no card needed.
Practice review desk
June 2026 · 12 connected clients
28
record packs
8
needs review
5
missing evidence
Review queue
exceptionsAcme Studios Ltd
PUR-2026-0004Partial reimbursement
Bright Consulting Ltd
DIV-2026-0012Dividend pack
Northgate Films Ltd
DLN-2026-0007Director loan
Everpine Ltd
PAY-2026-0019Company purchase
Selected pack
Client action
Paid £2,400 personally for a MacBook. Company reimbursed £1,800.
Paid
£2,400
Repaid
£1,800
Flagged
£600
Accountant handoff
Missing supplier receipt. £600 unreimbursed balance flagged as possible director loan account context.
Cleaner intake
Clients describe the action once — receipts are read in their browser and checked off against the pack's evidence list. What reaches you is structured facts, a numbered pack and a handoff note, not a shoebox.
Exceptions first
Missing receipts, dividend profit checks, unreimbursed balances and estimated s.455 exposure surface as flags. Reminder emails chase the client before each deadline — not your January inbox.
Practice scale
Year-end is one download per client: every record as a PDF, foldered by pack with an index.csv — plus the secretary's what-to-prepare rollup of what's ready and what still needs evidence.
The pack itself
A numbered cover, the record, the supporting-evidence checklist and an accountant handoff note — signed by the director, exported as PDFs and foldered with an index.csv. No reconstruction, no chasing: review starts from page one.
Tell us how your team reviews small Ltd client records. We’ll shape the queue, evidence requests, deadline context and exports around real practice workflows.