Client chasing, in your name
Ask once. It keeps asking, politely, until the client sends it.
Records for the year end, a missing bank statement, a signature on the accounts: you set what is needed and by when, and the reminders go out by email as your practice, on the schedule you choose.
The moment the client replies with what you asked for, the chasing stops. Your clients never see our name.
Every ask lands in a chase log: who was asked for what, when, how many times, and what came back. No more "did anyone chase them?"
The inbox, sorted by client
Post from hundreds of clients, each piece put with the right client.
It reads the sender, any company number, tax reference or client code, and the client name, in that order, and files each document under its client.
When it cannot tell, it does not guess. The item goes to an unsure pile with the reason, a person clears it in seconds, and it learns that sender for next time.
Anything that looks wrong (a program file, a sender pretending to be a client) goes to a held pile, unopened, for a person to decide.
Staff questions, answered from your own notes
The question your junior would otherwise walk across the office to ask.
"How do we handle a dormant company's year end?" "Which clients get the paper pack?" Your staff ask in plain words, and it answers from your practice's own written processes, showing the paragraph it used.
If your notes do not cover it, it says so instead of making something up. It gives no tax advice: it points to how your practice does things.
Every deadline, watched
Accounts and confirmation statement dates for every client company, on one page.
Inside the desk it keeps your whole client list watched and tells you what is coming, what is close and what is late, then prepares the reminder for a person to send.
It prepares; a person files. Confirmation statements are filed by a person on the Companies House service.
Bank statements in, tidied
For the clients who hand you a shoebox of statements.
Drop in the statement files a client's bank gives them. It reads them into one clean list by date and account, ready for you to work from, whatever software you use.
It does not do the bookkeeping for you. It gets the statements off the desk and into a shape you can use.
One desk for the whole practice
Each practice its own login, each person their own access.
It runs on the PoshLayer Desk. The owner sees everything; staff see what their role allows; nothing is shared between practices.
It sits beside the software you already use. Nothing to switch, nothing to migrate.
Where it is going
What comes next on the desk.
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Making Tax Digital dates
The quarterly dates for every client who has to keep digital records, beside their company dates. Dates only, nothing submitted.
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Making Tax Digital submissions
Sending the quarterly updates themselves. Locked until HMRC grants production access and recognises the software.
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Live bank feeds
Transactions arriving by themselves instead of by file. Locked until an FCA-authorised open banking partner is signed.
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The work done for you
For practices that want the work itself taken on. Locked until a partner practice supervised for anti-money-laundering takes it on.
Enterprise-level tax AI workflow
£999 a month, or £9,999 a year, plus VAT. Everything included.