Clients
ABC Plumbing LtdMTD 2026ID pendingAction today
Kowalski ServicesMTD 2027VerifiedWaiting for file
Northside RepairsNot checkedAction neededClosed
How it works
See the PracticeComply workflow
Example product workflow for a small accountancy or bookkeeping practice. The data below is fictional.
Action Center
What needs attention today
The dashboard starts with decisions and work to do, not empty numbers. A practice can see what is urgent, what is waiting on the client and what has been completed.
Action required
In progress
Completed
Action required
Check client MTD threshold
ABC Plumbing Ltd
High priority
New client upload
Bank statement waiting for review
In progress
Document request sent
Kowalski Services
Waiting on client
Companies House ID pending
Director/PSC needs instructions
Completed
File reviewed
Northside Repairs
MTD status confirmed
Ready for next step
Client lifecycle
ClientABC Plumbing Ltd
LanguageEnglish
MTD statusMTD from April 2026
Companies HouseDirector/PSC pending
Document requests
Upload latest bank statementsMTD records - due 29 Jul 2026
Open
Check Companies House ID statusCompanies House ID
Due soon
Activity history
Client added3 Jul 2026, 15:30
Request email sent3 Jul 2026, 15:42
File uploaded by client4 Jul 2026, 09:12
Clients get a simple page to send a file or note
Open requests
Upload latest bank statementsMTD records - due 29 Jul 2026
Open
Send a file or note
RequestUpload latest bank statements
Uploader nameJohn Smith
Emailjohn@example.com
Filebank-statement.pdf
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.