Practice overview
Everything your practice needs to chase, collect and review client tax information.
Active clients
6
Ready for review
2
Need attention
4
Reminders drafted
0
Priority action queue
Recent practice activity
Sophie Patel submitted questionnaire
Daniel Reed needs rental invoice
Amelia Brooks ready for review
Reminder drafts are simulated; no emails are sent.
Client workflows
See where every client stands and what is holding up their tax return.
| Client | Questionnaire | Evidence | Status | Action |
|---|
Client questionnaire
A guided, pre-populated annual information request.
Alex Morgan
Demo values only; no information is transmitted or stored.
Supporting evidence
P60 / P45 Outstanding
Bank interest Outstanding
Rental schedule Received
Expense receipts Received
Production version: secure uploads, automated document checks and accountant approval.
Document review
Illustration of evidence extraction and exception handling.
Sample P60 — extracted fields
Employment pay £96,563.52
Tax deducted £26,685.60
PAYE reference 120/GB49574
Exceptions requiring action
Alex Morgan Missing P60
Daniel Reed Rental invoice
Grace Williams Dividend vouchers
AI extraction is illustrated, not running in this demo.
Accountant handover pack
Structured client data for existing tax preparation software.
Client information summary
Quality gate
Questionnaire completed ✓
Evidence reconciled ○
Exceptions resolved ○
Accountant sign-off ○
AccFlow concept demonstration · Fictional client data · No live messaging, AI processing or HMRC submission.