1. Find and fix errors in bulk

    Find and fix bookkeeping errors in bulk.

  2. Making Tax Digital for Income Tax

    MTD ready and HMRC-recognised for both sole traders and landlords.

  3. CIS for contractors

    Improved support for CIS contractors' bookkeeping and reporting.

  4. Recurring Journal Entries

    Create recurring journal profiles to automatically post journals on your chosen frequency.

  5. Management Reports improvements

    Choose which reports to include in the Management Reports and export to a spreadsheet.

  6. MTD for Income Tax client summaries

    See upcoming MTD for Income Tax deadlines in the Practice Dashboard and file directly.

  7. Find & Fix categories assigned to users

    Find and fix transactions related to users, such as director’s loans, expenses or drawings.

  8. Take invoice payments with Tap to Pay

    Take invoice payments from customers in person using Tap to Pay on mobile.

  9. Contacts’ opening balances

    Assign initial opening balances to contacts who are trade debtors and trade creditors.

  10. Self Assessment submissions, approvals and visibility

    Control Self Assessment submissions, approvals and visibility from the Practice Dashboard.