Multi-partner reporting
Roll-ups across partners, offices and client segments with month-on-month trend and remediation status.
For Firms & Groups
Multi-partner reporting. Security posture. Integration depth.
Firm and Group tiers add the reporting surface and controls required by multi-office firms and group structures with dedicated risk oversight.
Security posture
UK GDPR aligned, EU data residency, aligned with the ICAEW Technology Code of Ethics. SOC 2 Type II and ISO 27001 are on our security roadmap — see the Trust page for detail.
Integration depth
Deeper MTD, VAT and statutory-account monitoring; incremental ingest and API-level audit.
Role and audit controls
Partner / senior / practitioner / read-only roles with an immutable audit log per filing.
Firm tier
£999 / month
Everything in Practice plus cross-office reporting, SSO and priority integration support.
Group tier
£2,499 / month
Everything in Firm plus dedicated risk reporting, named support and custom audit exports.