Practice desk
Working the multi-client deadline board
How partners and juniors use the practice desk without losing filing context.
The dashboard lists upcoming VAT, SA, CT600, and payroll tasks. Click through to the client rail already scoped to that job.
Search clients by name, VRN, or company number. Select a client to reveal only the modules that apply (for example no CT600 on a sole trader).
Every mutation lands on the immutable audit trail so reviews stay partner-ready.