Every client's deadlines, met before they are due.
Register clients and the services you provide each, and the VAT returns, payroll runs and accounts arrive as dated tasks on one board, with a reviewer on every filing.
For accountants and bookkeepers running a practice
The WAWProfi workspace · illustrative figures
Deadlines that schedule themselves
Tell it which services a client takes and the VAT returns, payroll runs and accounts arrive as dated tasks.
One board for the whole firm
Every client's work by stage, each person's own queue, and who has too much on, in one place.
Review built in
Compliance work moves to a reviewer before it is filed, and the reviewer is never the preparer.
Practice, in the product
Every client's work, on one board.
Built for the way a practice actually works.
Deadlines with a lead built in
A VAT return wants a week and a set of accounts wants a month. The lead comes from the schedule, so nothing is started on the day it is due.
Clients send what you ask for
Request documents from a client and their uploads land against the request, so nobody digs through email for last quarter's receipts.
Each client's books, one click away
Client workspaces are created and billed through the practice and carry the firm's modules, so the work and the books sit side by side.
Cy AI · Practice
Ask about a client's books before you open them.
Inside each client workspace, Cy reads the posted books and answers in plain English, so the review starts with the question that matters.
- Is this client's VAT ready to prepare?
- What changed in costs this quarter?
- Which bank lines still need reconciling?
Answers cite your own records · Cy prepares, you approve
Everything included
What Practice does today.
8 capabilities · plan availability on pricing
Practice management
- Client register — clients and the services you provide each
- Compliance schedules — statutory tasks generated with due dates
- Work board — kanban, daily tasks, assigned to me, compliance
- Preparer / reviewer segregation on compliance work
- Client banking queue — every client's reconciliation backlog
- Team rota
- Create client workspaces billed to the practice
- Client workspaces inherit the firm's modules (minus Practice)
Practice / In practice
How practice management works in WAWProfi
- 01
Register the client
Add the client and tick the services you provide, from bookkeeping to annual accounts.
- 02
Work the board
Pick up dated tasks from the board or your own queue, sorted by the firm's internal deadline.
- 03
Review and file
Send compliance work to a colleague for approval before it is filed.
The practical details
Practice management FAQs
Open a question to explore the workflow.
01Where do the deadlines come from?
From the services each client takes. Every task carries the statutory deadline and an internal one ahead of it, and the board works to the internal date.
02Can the person who prepared a return approve it?
No. Compliance work needs approval from an owner or accountant in the firm who did not prepare it. Ad hoc work does not need a review.
03Which plans include Practice?
Our pricing page lists every plan. Contact us to confirm the plan, seats and client workspaces that suit your practice.
Continue the story
Practice connects to…
Your next chapter / Practice
Give every client deadline an owner.
Confirm the features, availability and setup that suit your team.