For accountants working on client books
The problem with client bookkeeping is rarely the software. It is arriving at the year end to find figures nobody can explain and a chart of accounts invented from scratch.
A chart you already recognise
The default chart follows conventional UK nominal ranges: fixed assets low, then current assets, liabilities, capital, income, cost of sales and overheads. You are not learning a bespoke numbering scheme before you can read the trial balance.
Books that prove themselves
Double entry throughout, journals that cannot be saved unbalanced, and a trial balance that shows immediately if anything is one-sided. Closed years are locked, so a client cannot post into a period you have already signed off without deliberately reopening it, which is recorded.
You can see who did what
Every posting, deletion, opening balance and year-end close is on the activity log with the actor recorded. Work you do on a client's behalf is marked as such on their log too, which is better for both of you than an argument about who changed a figure.
Common questions
How do I get access to a client's books?
Through the accountant portal, with the client granting access. Everything you do is recorded on their activity log and flagged as done on their behalf, so the trail is unambiguous.
Can I export to my own systems?
Yes. The trial balance exports to CSV, and the API provides read access with a scoped key. Fields are quoted and formula-leading characters are neutralised, so an export cannot execute when you open it.
Can I stop a client changing a signed-off year?
Closing the year locks it. Postings, deletions and opening balance changes are all refused for a closed year, and reopening is a deliberate, recorded act rather than something that happens by accident.
Last updated 2026-04-25. Thresholds, rates and allowances are indexed or reset at fiscal events and are deliberately not quoted here; check GOV.UK for current amounts.