For Accountants

Practice Manager

Run your whole practice from one place — clients, deadlines, workflows and team tasks — with automated reminders that keep nothing slipping through the cracks.

Features

One workspace to run the whole practice

Client management

A single record per client with contacts, services, fees and every deadline in one tidy view.

Workflows & jobs

Repeatable job templates for VAT, accounts and tax keep every task on track with clear ownership.

Deadline engine

Automatic reminders for filing dates and statutory deadlines so nothing is ever late.

Team & capacity

See workloads at a glance, assign tasks and track progress across your whole team.

Why practices choose it

Less admin, more billable time

  • Per-user module access
  • Automated deadline reminders
  • Repeatable job workflows
  • Client portal & requests
  • Reporting & oversight
  • UK-based support

Explore more BizPad tools

FAQs

Frequently asked questions

What is Practice Manager?
Practice Manager is practice management software for UK accountants. It keeps clients, deadlines, workflows and team tasks in one place with automated reminders.
Does it track filing deadlines?
Yes. A deadline engine sends automatic reminders for filing dates and statutory deadlines so nothing is late.
Can I manage my team's workload?
Yes. You can see workloads at a glance, assign tasks and track progress across your whole team.
Does it work with the other BizPad tools?
Yes. Practice Manager works alongside MTD for Accountants and IrisBooks as one connected platform.

See Practice Manager in action

Book a guided demo with our UK team and we'll tailor it to your practice.