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Practice management for accountants, with every deadline worked out

Clients, AML and every statutory deadline worked out for you. For accountants and bookkeepers: client entity details, AML/KYC, engagement letters, and self assessment, VAT, accounts, CT600 and confirmation statement deadlines.

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Made for accountants and bookkeepers

Speaks your language

The app says Clients, Meetings, Accountants instead of generic words, everywhere: menus, buttons and reports.

  • Unlimited staff: one flat price
  • Industry fields, boards and reminders added in one tap
  • Change anything later
Accountancy in CompanyFlowHQ
What's included

Everything in the Accountancy pack

Fields for every client

  • Entity type
  • Registered name
  • Companies House number
  • Incorporation date
  • UTR (encrypted)
  • Year end
  • Next accounts due (Companies House)
  • Confirmation statement due
  • VAT number
  • VAT quarters
  • Payroll
  • Services

Boards

  • Year-end accounts: Accounts and CT600 for every company client, filled in by the deadlines engine.
  • Self assessment season: Every tax return from records requested to filed and paid.
  • VAT returns: Each client's VAT quarter, due one month and seven days after the period ends.
  • Client onboarding: AML and set-up checks for every new client, ticked off one by one.

Booking types

  • Discovery call · 30 min
  • Tax planning meeting · 1 h · £150

Automations (you switch them on)

  • New client onboarding
  • Self assessment records request

Reminders & deadlines

  • Self Assessment, VAT, accounts, CT600, corporation tax, confirmation statement and P11D deadlines worked out for every client

Templates & checklists

  • Email: Engagement letter
  • Email: Records request
  • Email: Deadline reminder
  • Checklist: New client onboarding (AML)
Plus everything else

The whole toolkit comes too

Leads & CRMMailTeam chatBoardsBookingsTeam & HRAutomationsEmail marketingIntegrationsSecurity & backups

Questions from accountants and bookkeepers

Is CompanyFlowHQ suitable for accountants and bookkeepers?

Yes. The Accountancy pack sets everything up for accountants and bookkeepers: For accountants and bookkeepers: client entity details, AML/KYC, engagement letters, and self assessment, VAT, accounts, CT600 and confirmation statement deadlines.

Can I change the fields and wording?

Yes. Everything the pack adds is yours to rename, change or switch off. Applying a pack only ever adds; it never removes anything.

How much does it cost?

One flat price per business with unlimited staff, from £29 a month. Try it free for 14 days, no card needed.

Try CompanyFlowHQ for accountants and bookkeepers

14-day free trial · No card needed · Cancel any time

Start free trialBook a demo