Practice workspace
Your clients’ records, packs and evidence — read-only, always current, no chasing for copies.
Clients
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Invite a client
They choose which of their companies to share. Read-only for you, always.
What you get per client
- · Records grouped by financial year, with dividend / loan / expense totals
- · Every pack as a PDF — board minutes, vouchers, handoff notes — one click
- · The evidence checklist per record, so the chase list writes itself
- · Statutory deadlines from Companies House, refreshed automatically