Built for your trade · Chartered accountancy practice
Filings arrive because a statutory date is coming. Sort the work by how close that date is, not by who asked first.
No renaming, no custom fields to build. It already calls them enquiries and engagements, and asks the 12 questions your trade actually asks.
This is the board a manager opens on the first morning — not a template to configure, the pipeline as it ships.
A sale is not the end of the job. Winning one opens a second board:
A filing whose statutory date has gone shows as critical the moment the screen opens.
A request is a stage with a date, so a client sitting on papers is visible.
Assigned to a manager, with what is owed appearing in their own daily queue.
12 fields, grouped the way you would ask them on the telephone. Change any of them later; none of them is work you have to do first.
Every one of these is a door that is already built. Nothing is typed in twice, and a duplicate enquiry is recognised as one.
Choose Chartered accountancy practice when you sign up and the board, the fields and the channels above are already there. Nothing to configure before the first enquiry.