Features
Built around how a UK practice actually works: due dates from Companies House, a stage for every step of the job, and reminders that chase clients for you.
See what needs doing today
One screen shows what is overdue, what is coming up and what is on track, across every client and every type of deadline.
- Overdue and due-soon deadlines at the top
- Failed emails and texts flagged so you can follow up
- Click through to any client in one step
Records that keep themselves up to date
Add a company number and FileAhead fills in the rest from Companies House. It checks again every night, so changes reach your records without anyone retyping them.
- Year end, accounts and confirmation statement due dates
- Company status and directors, with directors linked to their own records
- Import clients from a spreadsheet and export them again at any time
- Sole traders, partnerships and individuals tracked too
Every job, step by step
Follow accounts and tax returns, confirmation statements and VAT quarters through clear stages, from records requested to filed. Each year rolls on to the next by itself.
- Standard stages ready to use, plus your own custom stages
- Stage emails such as documents required, queries and filed notices, which you can check and edit before sending, with attachments
- Identity verification emails for confirmation statements
- MTD and VAT quarters switched on only for the clients who need them
Clients chased politely and automatically
Reminders go out by email, and by text if you want, on a set schedule until the client responds. A daily limit means nobody gets flooded.
- Your own wording, with editable templates for every reminder
- Sent from your firm's email address and signature
- Texts shown with your firm's name as the sender
- A full history of every email and text sent
Texts use prepaid SMS credit packs, bought separately from your package. Email reminders are always included.
Dear Sarah,
Your accounts for the year ended 31 August 2026 are due at Companies House by 31 May 2027. To get them done in good time, please send us:
• Bank statements to 31 August
• Sales and purchase invoices
• Your stock figure at the year end
Kind regards,
Your accountant
YourFirm
The right access for each person
Add your team and decide exactly what each person can do with simple tickboxes. The account Owner stays in control of billing and of who can log in.
- Owner, Admin and Staff logins
- Important permission changes need the Owner's approval
- Every change to a client records who made it and when
And everything else you would expect
Reports
Client status, confirmation statements, failed sends and missing document links, with a bulk edit grid for quick changes.
Kept separate and secure
Each firm's data is kept apart from every other firm's. All connections are encrypted, and every support visit is logged.
Your data stays yours
Export your clients at any time. If you ever leave, you can download a full copy of your data before the account closes.
See it with your own clients in mind
Book a short online demo, or choose a package and get started today.