Built by a modern accounting firm that tried the existing solutions and found them expensive yet still not providing the answers - so it built its own. In build now, run daily inside our own practice before it is ever offered to yours.
Full practice management software is in build and in daily use inside our own firm before it will ever be offered to yours. What makes it different is simple to say and rare to find: the entire client lifecycle lives on one record - enquiry, proposal, engagement, onboarding, delivery, deadlines and payment - so nothing is ever typed twice and nothing survives on memory. Every enquiry from every channel is captured; new clients are approved by a human before they enter the system; onboarding writes its own checklist from the services sold; work does not start until it is priced, engaged and - for one-off jobs - paid; direct debits are monitored so a failed collection is an action, not a surprise; and every statutory deadline chases itself. Practice software built by software companies guesses at how firms work. This one does not have to guess.
| What matters day to day | A2Z Practice Hub | BrightManager | Client Engager | Karbon | TaxDome |
|---|---|---|---|---|---|
| Built and run daily inside a working accountancy firm | ✓ | ✗ | ✗ | ✗ | ✗ |
| Whole client lifecycle on ONE record - enquiry to proposal to engagement to delivery to payment | ✓ | ~ | ~ | ~ | ~ |
| Every enquiry from every channel captured, with human-approved intake | ✓ | ✗ | ✗ | ~ | ~ |
| Onboarding checklist written automatically from the services sold | ✓ | ~ | ~ | ~ | ~ |
| Paid-before-work gate on one-off jobs | ✓ | ✗ | ✗ | ✗ | ~ |
| Direct debit failures surfaced as actions, not found on statements | ✓ | ~ | ~ | ~ | ✗ |
| Statutory deadline management | ✓ | ✓ | ✓ | ✓ | ✓ |
| Staff training academy with certificates, included alongside | ✓ | ✗ | ✗ | ✗ | ✗ |
| AI assistant available at a whole-firm price, not per user | ✓ | ✗ | ✗ | ~ | ~ |
| Simple whole-firm pricing, not per user | ✓ | ✗ | ~ | ✗ | ✗ |
✓ by design · ~ partly, or via add-ons and integrations · ✗ not a core feature. Comparison reflects our understanding of publicly available information at August 2026 and typical configurations; features and prices change, so check each product directly. All product names and trademarks belong to their respective owners.
Alongside it, the client tools on the businesses side - trackers, invoicing, HR - will be available for firms to offer their own clients under your brand, with 30% off list prices for your clients, so recommending the tools is a benefit you give, not a sale you make. And a written promise sits in every agreement: your clients remain yours, and we never market to them. Register interest and we will talk when it is ready - not before.
Launching soon