Spreadsheets are useful at the start, but they become fragile when a practice needs to track MTD status, Companies House actions, missing documents, reminders and client uploads at the same time.
PracticeComply gives small UK accountancy and bookkeeping practices a focused client compliance workflow instead of another manual tracker hidden inside email threads.
A spreadsheet can record whether a client may be in scope, but it does not naturally show the next action, request status and client response history.
Missing records often disappear into email threads. PracticeComply keeps the request, due date, upload and review status together.
Manual translations slow a practice down and create inconsistent wording. PracticeComply supports repeatable EN/PL workflows for common client requests.
Director and PSC status needs a next action, not just a single cell. PracticeComply keeps status, notes and request history visible.
Small practices also need a simple place to record suspicious invoice, email or link review requests before a client pays or logs in.
Spreadsheets do not send clients a private upload link, show which requests were received, or separate open, due soon and overdue work.
PracticeComply is built for the moment when a small practice needs repeatable client compliance workflows without buying a large enterprise system.
No. Start with one workflow: MTD readiness, document requests or Companies House follow-up. Move more clients once the process fits.
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.
No. It is a focused compliance workflow portal for small practices, not a full accounting suite.