Features Built for Accounting Practices
Everything your clients need to manage their accounts. Everything you need to manage your clients.
Multi-client dashboard
See all clients in one unified view with status indicators, alerts, and quick actions.
Client health scores
AI-generated scores based on transaction volume, filing status, and engagement.
Deadline calendar (all clients)
Combined view of VAT returns, accounts, and confirmation statements across your book.
Task assignment & tracking
Assign tasks to team members, track completion, and set reminders.
Client communication log
Full history of interactions, notes, and decisions for each client.
Document requests & collection
Send automated document requests and track what's outstanding.
AI chat (unlimited)
Clients can ask questions about their accounts 24/7. AI answers instantly with context.
Voice commands & notes
Record voice notes that get transcribed and attached to transactions.
Receipt scanning (AI OCR)
Snap a photo of any receipt. AI extracts vendor, amount, date, and category.
Bank statement import
CSV and PDF import from all major UK banks. Auto-categorization included.
Transaction categorization
Every transaction mapped to UK GAAP categories. AI learns client patterns.
Invoicing & expenses
Professional invoice generation and expense tracking with receipt matching.
VAT MTD submission
Calculate 9-box returns and submit directly to HMRC. Full audit trail.
Corporation Tax calculator
Automatic CT600 preparation based on P&L. Marginal relief calculations included.
Annual accounts wizard
Generate iXBRL-ready accounts from transaction data. FRS 102/105 compliant.
Confirmation statement checklist
Track CS01 requirements and generate filing summaries.
Director's loan tracking
Monitor DLA balance, S455 thresholds, and repayment deadlines.
Dividend vouchers
Generate compliant dividend vouchers with board minute templates.
Your logo & colors
Full brand customization throughout the client-facing interface.
Custom email domain
Emails sent from your domain (notifications@yourpractice.com).
Branded client portal
yourpractice.accounts-os.com or custom subdomain.
Your practice name throughout
No AccountsOS branding visible to your clients.
Co-branded communications
Email templates with your messaging and tone.
SOC 2 infrastructure
Enterprise-grade security controls audited annually.
EU data centers
All data stored in GDPR-compliant European data centers.
GDPR compliant
Full data protection compliance with right to erasure support.
AES-256 encryption
Bank-level encryption for data at rest and in transit.
Read-only bank access
Open Banking connections can only read, never write.
Full audit trail
Complete history of all actions with user attribution.
AccountsOS vs. Managing Xero/QuickBooks Accounts
See how AccountsOS transforms your practice workflows
| Capability | Xero/QBO per client | AccountsOS |
|---|---|---|
| Login to check client | One at a time | All in one dashboard |
| Chase documents | Manual emails | Auto-reminders + AI extraction |
| Categorize transactions | Manual or basic rules | AI auto-categorization |
| Spot anomalies | You review everything | AI flags exceptions |
| VAT submission | Per-client login | Approve from dashboard |
| Branding | Their brand | Your brand |
| Monthly cost per client | £20-35 | From £3 |
See These Features in Action
Book a 20-minute demo and we'll show you the multi-client dashboard, white-label options, and more.