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What it connects to

WhatHow
Companies House public dataThe deadline watch reads Companies House's published company data.
Your practice mailboxConnected with your written agreement.
Bank statementsAs files you export from the bank.
Bookkeeping softwareWorks beside it: you export your client list from it.

The paid parts run on the PoshLayer Desk, where each practice has its own login.

What it adds beside them, by job

Not a comparison with anyone. Three jobs a small practice's tools usually leave to a person.

  1. 01

    Chasing, in your name

    Reminders and follow-ups for what is due go out as your practice, with a log of who was asked for what and what came back.

  2. 02

    The shared inbox, by client

    Each document put with the right client by a rule you can read, and an unsure pile when it cannot tell.

  3. 03

    Your staff, answered from your own notes

    Questions answered from the way your practice does things, pointing to your own written rule.

Enterprise-level tax AI workflow

£999 a month, or £9,999 a year, plus VAT. Everything included.