CecurPractice

Features

Everything your practice needs

From client records and recurring work to time tracking and billing, CecurPractice connects every part of your Irish accounting practice.

Practice Management

Client Management

See every client's full picture — jobs, invoices, compliance status, and contacts — in one place. Add companies straight from the CRO register.

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Job Workflows

Set up recurring accounts, VAT, payroll, and tax work with templates, checklists, deadlines, and team assignments. Follow each job through your practice's own statuses.

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Time Tracking

A weekly timesheet your team will actually fill in. Use the stopwatch from any page, submit for approval, and see who's on track across the whole practice at a glance.

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Books In

Track the records you need for each job, from bank statements to receipts. Keep attachments and outstanding items together so your team knows what is ready to start.

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E-Signatures

Send engagement letters and other documents for signature. Clients sign from a link with no account, reminders go out automatically, and the signed copy is filed with the client.

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Letter Templates

Keep your engagement letters and standard letters as templates. Placeholders fill in each client's details, ready to send for signature or print.

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Deadlines Calendar

See job deadlines and scheduled work across your practice on one calendar. Colour-coded urgency means you focus on what's due now, not what's due next quarter.

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Client Emails

Send invoices and bulk client updates from CecurPractice. Use email templates and review send history to keep practice communications consistent.

Outlook Add-In

Save emails and attachments to a client straight from Outlook. Log calls and meetings too, so every client has one communications history.

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Financial

WIP & Invoicing

Know exactly who owes you money. Track work-in-progress, generate invoices from time logs, and manage debtors — all connected, nothing falls through the cracks.

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Documents & Expenses

Centralised files and expenses, linked to clients and jobs. No more searching email for that receipt or digging through shared drives.

Compliance

AML Compliance

Stop tracking anti-money laundering in spreadsheets. Weighted risk assessments, due diligence checklists, client document requests, MLRO approval, and scheduled reviews — all built in.

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CRO Integration

Look up a company on the Companies Registration Office when you add a client. An automatic check flags changes to your clients' CRO records for you to approve or dismiss.

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Platform

Team Management

Set roles, permissions, and hourly rates per team member. See who's working on what and whether they're hitting their billable targets.

Dashboard & Reports

See active jobs, upcoming deadlines, work in progress, and your team's time. Drag and resize widgets to build your own dashboard, with one view for the practice and one for you.

Client Custom Fields

Record the details your practice cares about on every client, including a link to their SharePoint or OneDrive folder. Use them as placeholders in your letters.

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Dark Mode

Full light and dark theme across every screen. Easy on the eyes during late nights in filing season — your team will thank you.

See It in Action

Watch each part of the product

Short step-by-step demos of the main workflows. No login required.

Clients & CRO

Add a company from the CRO register, keep everything about them on one card, and approve changes when their CRO record moves.

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Add a client. Start typing a company name and pick it from the CRO register.

Clients — New Client

Jobs & Deadlines

Start jobs from templates, move them through your own stages, track the records you are waiting on, and let recurring work create itself.

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Template. Start a job from a template and it arrives with its checklist and deadlines.

Jobs — New Job

Time & Billing

A weekly timesheet, approvals, live work in progress, and invoices raised from the time your team logged.

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Timesheet. Log the week by client and job, then submit it for review.

Time — Timesheet

AML Compliance

Score the risk, work the checklist it suggests, collect documents from the client, and get the case approved.

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Assess risk. Answer a weighted questionnaire. The case gets a score and a risk level.

AML — Risk Assessment

E-Signatures

Keep your letters as templates and send them for signature. Clients sign from their email and the signed copy is filed for you.

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Template. Save your engagement letter once. Placeholders fill in each client's details.

Templates — Letters

Ready to modernise your practice?

See how CecurPractice can streamline your entire practice — clients, jobs, compliance, and billing in one place. Book a demo and we'll show you.