United Kingdom
Accounting practice management software for UK accountancy practices
An accountancy practice in England does not have one deadline, it has several hundred, and almost none of them fall on the same day. Every limited company client has its own accounting reference date, so year-end accounts and the Corporation Tax return are due nine months after a date that is different for each of them. On top of that sit quarterly VAT returns, monthly payroll submissions, annual Confirmation Statements, and the 31 January cliff edge that the whole profession spends four months walking towards.
That is a scheduling problem before it is an accounting problem, and it is what MyTask is for. Every client carries their own year end and their own recurring obligations; the work appears when it is due; and at any moment you can see what is late, what is sitting with which member of staff, what is waiting on the client, and what has been done but never billed.
It is not filing software and it is not a bookkeeping ledger. It sits above both — the practice's own record of what it owes its clients and when.
What accountants and bookkeepers get from it day to day: job management across the whole client list, workflow automation for the obligations that repeat every quarter and every year, time tracking against each job so a fixed fee can be checked against the hours it took, and a client portal that answers "where has my work reached" without a phone call.
What is different for firms in the UK
- Financial year
- Every client's own accounting reference date, not one firm-wide year
- Taxes
- VAT, Corporation Tax, PAYE, CIS — named by you, rates set by you
- Currency
- GBP, held per office
- Services & stages
- Built by you, from nothing
Work MyTask manages for firms in the UK
None of this is shipped pre-configured. You build the service list, the stages inside each service and the documents each one asks the client for — which is why the same software fits a firm here and a firm in another country.
- 01
Self Assessment tax returns
The one deadline the entire profession shares. The work is not the return, it is the three months of chasing records out of four hundred people — so the useful question is which clients have not sent anything yet, and who asked them last.
- 02
Year-end accounts and Corporation Tax returns
Due nine months after each company's own accounting reference date, which means four hundred clients produce four hundred different due dates. Set the date once per client and the job schedules itself every year.
- 03
VAT returns under Making Tax Digital
Quarterly for most, monthly for some, and relentless. A recurring engagement with a fixed checklist is the whole of the administrative problem.
- 04
Payroll, RTI and auto-enrolment
Monthly, unmissable, and for many firms the single largest source of small recurring jobs. Each payroll run is work with a date, an owner and a client who has to supply the hours.
- 05
Confirmation Statements and Companies House filings
Annual, cheap, and expensive to forget. Exactly the kind of obligation that lives on a due-date board rather than in somebody's memory.
- 06
CIS returns
Monthly for construction clients, with subcontractor details that arrive late if they arrive at all. Tracked as a recurring job with a document request attached.
- 07
P11D and benefits in kind
Once a year, for a subset of clients, with a deadline in July that is far enough from everything else to be forgotten entirely.
- 08
Audit and assurance
For the firms that do it: a long engagement with stages, document requests, recorded time and a review that has to happen before sign-off.
What this does not do
MyTask does not submit anything to HMRC or Companies House, does not compute tax, and is not MTD-compatible filing software — that question does not apply to it, because it is not the thing that files. It keeps no ledger and replaces neither your tax software nor your bookkeeping package. What it replaces is the spreadsheet of deadlines, the whiteboard of who is doing what, and the uncomfortable conversation at the end of the year about which jobs were done and never invoiced.
What stays the same in every country
Practice management is not a tax code. It is a way of running a firm, and a partner in the UK has the same Monday as a partner anywhere else.
- Knowing what is late
- Knowing what it is waiting on
- Knowing who is doing it
- Knowing what it cost
- Knowing what was billed
- Knowing what was never billed
- Knowing where the client's papers are
- Knowing what you told the client, and when
Who it is for in the UK
- Chartered Accountants in practice — ICAEW and ICAS
- Chartered Certified Accountants running their own firms — ACCA
- Chartered Tax Advisers and tax consultancies — CIOT
- AAT licensed accountants and independent bookkeepers — ICB and IAB
- Payroll bureaux and outsourced finance teams
Questions firms in the UK ask
- Our clients all have different year ends. Does that actually work?
- It is the normal case rather than the awkward one. The accounting reference date is held per client, and the accounts and Corporation Tax jobs are generated from it — so four hundred clients on four hundred year ends produce a board that is busy but correct, without anybody maintaining a spreadsheet of dates.
- Is it Making Tax Digital compatible?
- The question does not really apply, and it is worth being straight about why. MTD compatibility describes software that submits VAT returns to HMRC. MyTask does not submit anything. It tracks the MTD VAT cycle as recurring work — due dates, who is preparing it, what records are still outstanding from the client — and you file through whatever you file through today.
- We have offices in more than one town. Is that extra licences?
- Offices are branches within one firm, each with its own staff and permissions, and every report reads branch by branch or consolidated across the practice. A manager in one office sees that office; a partner sees everything.
- What do clients see?
- There is a separate client app, part of the Client Login Portal (included in Ultimate Combo up to its limits, an add-on on the other packages). They see the stage their work has reached and what it is waiting on from them — which removes most of the emails that begin "just checking in". They do not see internal notes, assignments or what a job has cost the firm.
Next
- Every module and feature in the office management softwareThe full specification — what each module does, screen by screen.
- Multi-branch practice management, multi-currencyHow one firm runs offices on different financial years and different currencies without pretending they are the same office.
- 350+ reports the software producesThe full catalogue — 389 figures a partner can ask for, grouped by module.
- Practice management software in the UAEThe same argument, answered for United Arab Emirates — its own filings, its own financial year, its own currency.
- Practice management software in AustraliaThe same argument, answered for Australia — its own filings, its own financial year, its own currency.