Practice Management

Built around the work of an accounting practice

From the first client record to the final invoice, keep your team, deadlines, and client work connected. One workspace for accounts, tax, payroll, and the day-to-day running of your practice.

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Dashboard. Start the day with your clients, jobs, deadlines and work in progress on one screen.

Dashboard

Your Day-to-Day Practice

Connected from client records to billing

The tools to manage your accounting practice, built around the work your team does every day.

Know every client

Keep company and individual records, contacts, services, and CRO details together. Give your team the context they need before work begins.

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Plan recurring work

Set up accounts, VAT, payroll, and tax jobs with recurring schedules, checklists, and owners. Track progress against your practice's own statuses.

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See what is still outstanding

Use Books In to track the records needed for each job. Keep bank statements, receipts, and attachments with the work they belong to.

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Capture the time you spend

Log time against clients and jobs with a timer or weekly timesheet. Review team submissions and understand where your hours go.

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Turn work into billing

Review unbilled time and work in progress, prepare invoices, and track debtors. Keep your billing connected to the work your team delivers.

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Keep AML records organised

Manage client due diligence with risk assessments, checklists, document requests, and a case history your team can review.

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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.

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