Client profile example
ClientABC Plumbing Ltd
LanguageEnglish
MTD statusMTD from April 2026
Companies HouseDirector/PSC verification pending
Risk notesInvoice link review requested
Sample dashboard
See how PracticeComply looks in use
This sample uses fake client data to show the workflow a small accountancy or bookkeeping practice can run inside PracticeComply.
3sample clients
4open tasks
2MTD actions
1Companies House action
Sample Client Dashboard
| Client | MTD status | Companies House ID | Missing docs | Next action |
|---|---|---|---|---|
| ABC Plumbing Ltd | 2026 review needed | Director pending | Bank statements | Send reminder |
| Kowalski Sole Trader | Below threshold | Not applicable | UTR missing | Request details |
| Green Rental Property | 2027 likely | PSC verified | None | Review quarterly |
Open requests
Upload latest bank statementsMTD records - due 29 Jul 2026
Open
Confirm director ID statusCompanies House ID - medium priority
Open
Review suspicious invoice linkSecurity / scam risk - manual review
Open
Next step
Try the workflow with your own clients
PracticeComply is built for small practices that need structure around MTD readiness, Companies House identity verification, missing documents and bilingual client communication.