The Accountant Dashboard
Everything needed to review each client.
Transactions recorded in the client app arrive at your dashboard and are organised into the reports and controls your practice needs.
Transactions automatically become
- Monthly reports
- Quarterly reports
- Year-end reports
- Cash control account
- Bank control accounts
- Online control accounts
The dashboard also provides
- VAT account, VAT return and VAT submission
- MTD support as a CSV file
- Nominal accounts in spreadsheet format
- Notes sent to clients
- Facility to request bank statements from clients
- Authorisation to file VAT returns
