One system from records to return.
The DuoBooks app gives your client a simple place to keep their records.
The DuoBooks practice console gives your team the visibility to manage the work.
One system, one client record
Records to return
The client keeps the records.
Clients use DuoBooks to keep their business records digital throughout the year.
Instead of rebuilding the books at year end, the information already exists when your team needs it.
Your practice sees the status.
See which clients are up to date, which quarterly updates are approaching and where information is still missing.
The work that needs attention comes to the surface.
Clients
Search, filter and manage your practice’s clients
Clients live
214
Updates due
37
Awaiting records
18
| Client | Updates | Status |
|---|---|---|
AMAhmet MehmetMehmet Joinery · 1830030636 | Q1Q2Q3Q4 | Q1 filed |
FSFayce Skin ClinicFayce Skin Ltd · 2601340889 | Q1Q2Q3Q4 | Q2 due, 7 days |
ABAlex BurgessBurgess Electrical · 9259167585 | Q1Q2Q3Q4 | 3 uncategorised |
Quarterly updates follow the same process.
Each client moves through a consistent quarterly workflow.
Records. Review. Update. Filed.
Your practice can see the status throughout.
The year does not restart in January.
The records collected throughout the year continue into Self Assessment.
Your team works from structured information instead of starting again with a pile of documents at year end.
Manage the exceptions.
Not every client manually.
Good practice software should make routine work predictable and unusual cases obvious.
DuoBooks helps your team quickly see where human attention is actually needed.
See the full workflow in 20 minutes.
See DuoBooks in 20 minutes.
We will show you the client app, practice console, MTD workflow, partner model and onboarding process.