Practice operations in one place
Clients, companies, files and internal work sit in the same portal used by the practice team.
Products · Excel Solutions Portal
Accountancy firms
Excel Solutions Portal
A private operations platform for accountancy practice work. It organises clients, companies, documents and internal workflows, and can connect HMRC Making Tax Digital for VAT when a company authorises it.
Making Tax Digital for VAT
Where a company connects HMRC VAT, the portal can retrieve and display VAT obligations and related records. Each company remains responsible for its own filings.
Connected practice tools
Optional connections include Companies House, QuickBooks and payment providers used by the practice.
Private by design
This is not a public self-serve shop. Access is for authorised practice staff and the businesses they serve.