Practitioner Tools (For Accountants)
Built so accounting practices can run client books too.
Practice mode sandbox, workpaper generator (Excel) including UK CT600 with marginal relief and VAT 9-box, country-aware engagement letter drafter (ICAEW / ACCA / CIMA / CIOT / AAT in GB; CPA IE; CCAB IE; ICPA BG; FTA AE), advisory memo generator and authority-response letter drafter for HMRC / Revenue / NRA / FTA.
In short
For accounting practices, AccountsOS includes: a practice-mode sandbox for demos and training, a workpaper generator (Excel) with VAT 9-box and CT600 (with marginal relief) packs, an engagement-letter drafter aware of professional bodies (ICAEW, ACCA, ACA, CIMA, CIOT, AAT for GB; CPA IE, CCAB IE, CAI for IE; ICPA BG; FTA AE), an advisory-memo generator (4–6 page year-end pack), and authority-response letter drafting for HMRC / Revenue / NRA / FTA enquiries.
Free during Early Access — no credit card required
Everything Practitioner Tools (For Accountants) can do
Practice mode sandbox
- Demo company with pre-seeded data
- Training environment for new staff
- Risk-free way to demo to a prospect
- Reset to seed any time
Workpaper generator (Excel)
- VAT 9-box workpaper
- CT600 workpaper with full computation
- Marginal relief calculation worked through
- Adjustments column for disallowables and capital allowances
- S455 director-loan impact pulled in
- Audit trail per adjustment
- More document types on roadmap (Word, PDF)
Engagement letter drafter
- Country-aware: GB, IE, AE, BG
- Professional bodies: ICAEW, ACCA, ACA, CIMA, CIOT, AAT (GB); CPA IE, CCAB IE, CAI (IE); ICPA BG; FTA AE
- Service-scope picker (bookkeeping, payroll, VAT, CT, advisory)
- Fee structure capture (fixed, hourly, retainer)
- Word + PDF output
- GB model wording included at launch
Advisory memo generator
- 4–6 page year-end advisory memo
- Executive summary
- P&L review with prior-period comparison
- Balance sheet review
- Tax position analysis
- Prioritised recommendations
- Word + PDF output
Authority response letters
- Drafts replies to tax authority enquiries
- Multi-country: HMRC (GB), Revenue (IE), NRA (BG), FTA (AE)
- Tone selection: professional, concise, detailed
- Penalty notices flagged for adviser escalation
Capabilities at a glance
Practice mode sandbox with reset
VAT 9-box workpaper (Excel)
CT600 workpaper with marginal relief (Excel)
Country-aware engagement letter drafter
10+ professional bodies covered
Advisory memo generator (4–6 pages)
Authority response letters for HMRC / Revenue / NRA / FTA
Lead pipeline for accounting practices
Public B2B section (/for-accountants)
How It Works
Run client books
Each client is a trading entity. You can manage many in one login.
Generate workpapers
VAT 9-box and CT600 (with marginal relief, S455, audit trail) export to Excel for client filing.
Draft engagement letters
Country and professional-body aware. Service scope and fee structure captured. Word + PDF output.
Year-end memo
Advisory memo with executive summary, P&L review, BS review, tax position, prioritised recommendations.
By the numbers
Real-world Use Cases
Onboarding a new client
Generate the engagement letter (ICAEW model wording, fixed fee, scope = full bookkeeping + VAT + CT). Send for client signature.
Year-end CT600
Generate the workpaper with marginal relief and S455. Review with the client. File via HMRC.
HMRC enquiry letter
HMRC asks about a 2024 expense claim. Draft a professional, concise response with citations from your AccountsOS audit trail.
Year-end advisory memo
Generate a 4–6 page memo for each client. Send before their year-end meeting.
Plays nicely with
Excel
LiveWorkpapers in XLSX with formulas intact.
Word
LiveEngagement letters and memos in DOCX.
All practitioner documents available as PDF too.
Why founders pick this over the spreadsheet
Cut hours off the engagement-letter and workpaper grind
Standardise quality across staff (ICAEW-grade output)
Country-aware so multi-jurisdiction practices don't reinvent letters
Practice-mode keeps demos and training risk-free
Advisory memo gets generated in minutes, not days
Frequently Asked Questions
What workpapers do you generate?
Today: VAT 9-box and CT600 (with marginal relief, S455, capital allowances, audit trail) for the UK. Excel format with formulas intact. CT1 (Ireland), corp tax workpapers for AE / BG on roadmap.
What professional bodies are covered for engagement letters?
GB: ICAEW, ACCA, ACA, CIMA, CIOT, AAT. IE: CPA IE, CCAB IE, CAI. BG: ICPA. AE: FTA. Each has the appropriate model wording and clauses.
What does the advisory memo cover?
4–6 pages: executive summary, P&L review with prior-period comparison, balance sheet review, tax position analysis, and prioritised recommendations. Word + PDF output.
Are the authority response letters compliant?
They're drafts informed by AccountsOS audit data, structured for the relevant authority's tone (HMRC, Revenue, FTA, NRA). The accountant remains responsible for review and submission.
Is there an accountant-specific pricing tier?
Yes — see /for-accountants/pricing for the practice tier, which includes multi-client management and these practitioner tools.
Can I run client demos safely?
Yes — practice mode is a sandbox with seeded data you can demo or train staff in, then reset.
Explore more of AccountsOS
Corporation Tax
See your CT bill in real time. Generate the workpaper for filing.
VAT & Making Tax Digital
VAT 9-box always live. File when you're ready.
Financial Reports
P&L, Balance Sheet, Trial Balance, Cash Flow Forecast — instant, accurate, exportable.
International — 8 Countries, Real Local Tax
UK-deep. International-aware. Run a Ltd, an LLC and a free-zone company side-by-side.
Ready to try Practitioner Tools (For Accountants)?
Get started with AI-powered accounting for your UK limited company.
Accountant pricing tier — see /for-accountants/pricing.
Get Started FreeFree during Early Access — no credit card — cancel anytime