Use PracticeComply for the repeatable follow-up work that usually lives across spreadsheets, inboxes and individual staff notes.
Record MTD Income Tax readiness and missing evidence.
Track Companies House identity verification follow-up status.
Send document requests through a private client portal link.
Keep suspicious invoice, email and link reviews visible for the practice team.
Example accountant workflow
A practice can start with a small client group before moving wider compliance follow-ups into the portal.
Add the client and preferred language.
Set MTD and Companies House status.
Create a request for bank statements, UTR, company details or a client confirmation.
Review uploads, close requests and keep the activity history with the client record.
What it is not
PracticeComply is intentionally narrow at launch so the core workflow stays clear.
It is not HMRC-recognised filing software.
It does not complete official Companies House identity verification.
It does not replace professional judgment, tax advice or legal advice.
FAQ
Questions before you start
Can I use it for real clients?
Yes. The product supports real practice/client workflows, but you should start with a controlled client group and avoid uploading unnecessary sensitive data.
Can I export data later?
Yes. Owners and Admins can download self-service CSV exports for clients, requests, tasks, activity and uploads. These operational exports are not a complete database backup and do not include secrets, tokens or 2FA materials.
Does it support Polish-speaking clients?
Yes. Client requests can be written in English, Polish or both while official UK terms remain in English.