Automated Deadline Tracking
With PracticePA, you’ll never miss another client deadline again. The system automatically calculates and tracks key filing dates for companies, LLPs, and sole traders based on UK compliance rules. From annual accounts and confirmation statements to self-assessment returns, everything is synced in real time — keeping you compliant and stress-free.
PracticePA intelligently monitors each client’s deadlines and sends reminders, ensuring your firm is always ahead of schedule and fully aligned with HMRC and Companies House requirements.
Companies House Synchronisation
PracticePA seamlessly connects with Companies House, automatically pulling key data such as company numbers, incorporation dates, and filing statuses. This ensures all your client records remain accurate, consistent, and up to date — without manual input.
Save valuable time and eliminate errors by letting PracticePA handle company synchronisation in the background — giving you real-time visibility into every client’s compliance position.
Smart Task Scheduling & Job Management
Keep your entire team organised with smart job scheduling that automatically assigns, tracks, and monitors every task in your practice. Whether it’s year-end accounts, VAT returns, or payroll runs, PracticePA ensures the right person is working on the right job at the right time.
You can view job progress in real time, assign work to specific staff members, and even set automated reminders — giving you complete control over your firm’s workflow.
Client Management Made Simple
Manage all your clients from a single cloud dashboard. PracticePA centralises client information, deadlines, documents, and billing details in one secure place — accessible from anywhere. Whether you manage 10 or 1,000 clients, finding, updating, or analysing client data is effortless.
Built for accountants, by accountants, PracticePA simplifies client relationship management so you can focus on providing high-value advisory services instead of chasing paperwork.
Integrated Billing & Invoicing
Generate, send, and track invoices directly inside PracticePA. The built-in billing module allows you to create recurring or one-off invoices, record payments, and manage outstanding balances — all linked to your clients and jobs.
You can even connect your payment links to invoices for seamless online payment collection, making your firm’s billing process faster and more professional.
KYC & Compliance Tracking
PracticePA includes a complete Know Your Client (KYC) system that helps you collect, store, and verify client documents securely. Stay compliant with UK AML regulations and maintain an organised digital record of client verification details — accessible to authorised users only.
Each client profile includes document checklists, approval workflows, and status tracking to make KYC management seamless and audit-ready.
Team Collaboration & Role-Based Access
Add staff, assign roles, and collaborate effortlessly with your team. PracticePA lets you control permissions based on user roles — ensuring everyone has access only to what they need. Whether you have one assistant or a full team, task tracking and accountability have never been simpler.
Managers can easily monitor team performance, deadlines, and workloads, keeping your practice running efficiently from anywhere.
Timesheet Tracking
Accurately record and analyse staff time with PracticePA’s integrated timesheet module. Track time spent on specific clients or jobs, identify productivity trends, and streamline internal billing. Timesheet data flows directly into your billing module for full transparency and profitability insights.
Cloud-Based, No Installation Required
PracticePA is fully cloud-based — no software downloads, updates, or installations needed. Access your practice management system anytime, anywhere, on any device. All updates and backups are handled automatically, ensuring your firm stays current without the IT hassle.
Whether working from home, office, or on the move, PracticePA keeps your entire practice connected and secure in the cloud.
Secure Data & Reliable Performance
Your client data is protected by enterprise-grade encryption and hosted on secure UK cloud servers. PracticePA adheres to GDPR standards, ensuring the highest level of confidentiality and data integrity.
Automatic backups, SSL protection, and role-based access controls mean your firm’s data is always safe and accessible — giving you peace of mind while you focus on your clients.
Real Support from Accountants
Built by accountants, for accountants — PracticePA is supported by real professionals who understand your challenges. Whether you need help setting up your account, syncing clients, or managing deadlines, our support team is always here to help.
Get personalised assistance via chat or email, and access step-by-step guides and video tutorials designed for UK accounting professionals.
