02
Keep deadlines in sight.
See company filing dates and client task due dates, with schedules to help organise your day.
DEADLINES & SCHEDULES MADE FOR ACCOUNTING PRACTICES
A clearer day.
A connected
practice.
Your clients, deadlines and day-to-day work.
Together at last, in one organised workspace.
Built around
the work UK accountants do every day.
YOUR PRACTICE, IN VIEWSample workspace
LET’S MAKE ROOM FOR GOOD WORK
AC
Your practice at a glance.
Active clients128 Companies &
individuals
Tasks in progress24 Across your
practice
Invoiced this month£18,450 A
clearer view of your fees
Coming up next
CLIENT TASKSYear-end accountsOak & Co. Limited
In progress30 Sep
VAT return preparationNorthfield Studio
To review07 Oct
Client engagement letterMeadow Consulting
CompleteToday
A place for every client. A
plan for every task.
The details, together.From first agreement to final invoice.
Less switching. More getting things
done.
ONE WORKSPACE.
YOUR WHOLE PRACTICE. Clients Deadlines Tasks Invoices Documents
YOUR WHOLE PRACTICE. Clients Deadlines Tasks Invoices Documents
A LITTLE LESS SCATTERED
All the moving parts.
All the moving parts.
One place to work.
From knowing your clients to knowing what’s next, WorkClvr brings the everyday details of your practice into focus.
01 / THE CLIENT PICTURE
Start with a client.
Start with a client.
Keep the context.
Keep company and individual records alongside the services you provide. Find the contact details, tax information and documents you need without piecing them together.
- Company and individual client records
- Companies House company details
- Client services and engagement agreements
CLIENT OVERVIEWIllustrative example
O.
Active
Oak & Co. Limited
Company client · 3 services
Annual accountsYear-end accounts preparation
VAT returnsQuarterly return preparation
BookkeepingKeeping the records in order
Prepare annual accountsDue 30 September
In progress
Review VAT recordsDue 7 October
To review
Collect bookkeeping recordsCompleted 24 September
Complete
Engagement letter.pdfClient agreement
PDF
Year-end records.xlsxAnnual accounts
XLSX
Bookkeeping notes.docxSupporting information
DOCX
BUILT FOR THE EVERYDAY
Less admin between
Less admin between
you and your next task.
A practical set of tools for the work that happens before, during and after every client job.
03
Give work a clear next step.
Assign client and practice tasks, organise stages, and keep a timeline of the work as it progresses.
TASKS & STAGES04
Follow the work through to fees.
Create invoices, record receipts, and review outstanding balances and credit notes in your billing workspace.
INVOICES & RECEIPTS05
Put the agreement in writing.
Use engagement templates and client services to prepare agreements, then view or download them as PDFs.
CLIENT AGREEMENTS06
Keep the paperwork close.
Upload client documents and preview supported PDF, Word and spreadsheet files alongside your practice records.
DOCUMENT MANAGEMENT07
See the bigger picture.
Review invoiced revenue, service fees, aged debtors and company deadlines with dedicated practice reports.
PRACTICE REPORTINGAnd a place to keep the conversation going.
BUILT FOR WORKING TOGETHER
Send messages to colleagues and share files as you work.
FROM FIRST HELLO TO WORK WELL DONE
A natural fit for
A natural fit for
your working day.
Keep the client at the centre.
Bring the rest of the work together.
Know your client
Add the company or individual, their details and the services you’ll provide.
Organise the work
Prepare an agreement, assign tasks and keep track of the dates that matter.
Keep things moving
Bring documents, team conversations, invoicing and reporting into your everyday routine.
MAKE SPACE FOR THE WORK THAT MATTERS
Your practice.
Your practice.
A little more together.
A shared workspace for your practice team.
Log in to your practice
Want to talk it through? Give us a call