Everything your practice does,
in one place
Most firms run a practice manager, a tax package, an AML provider, an e-signature tool and a payment app — five subscriptions that don't talk to each other. ClearCash is all of it in one system, priced per client instead of per seat.
Clients & practice management
The record everything else hangs off.
One client record
Company details, officers, services, engagement history and documents on a single page — with a timeline showing everything that has ever happened.
Work in progress board
Billed, statutory, project and internal work on one board, so nothing sits half-finished and unbilled.
Client portal & chat
Clients answer questions and send documents through a link — no account to create, no password to reset.
Document requests
Send a checklist, the client ticks items off and uploads as they go, and you see exactly what is still outstanding.
Deadlines & compliance
The part that keeps partners awake.
Every obligation, tracked
Accounts, confirmation statements, corporation tax, self assessment, VAT and payroll deadlines generated automatically from each client's own dates.
One board for the whole practice
See what is due across every client, who owns it, and what is overdue — instead of a spreadsheet someone has to remember to update.
Filing Live
Straight from the client record to the government.
Self assessment (SA100) Live
Full returns with supplementary pages, validated against HMRC's own rules before submission. Real returns have been filed and accepted through this channel.
Corporation tax (CT600) Live
Company returns with accounts and computations attached, submitted over the same live HMRC channel.
Companies House filings In testing
Confirmation statements and company changes filed over the Companies House gateway, currently completing its test suite.
MTD and VAT Coming
Quarterly updates for Making Tax Digital for income tax, and VAT returns, are next on the filing roadmap.
AML & identity Live
Onboarding that doesn't need a separate vendor.
Client-completed AML checks
Send a link; the client does a facial liveness check, photographs their ID and completes the money-laundering questionnaire from their phone. You review and sign off.
Sanctions & PEP screening
Screening runs as part of the same check, with the result and full audit trail stored against the client record.
Identity verification for directors
Verify officers and people with significant control to the standard Companies House now expects — for your own clients, or as a paid service to people who aren't.
Engagement gated on AML
An engagement letter cannot go out until the check is signed off, so the compliance step can't be quietly skipped.
Proposals, billing & payment Live
From quote to money in the bank.
Quote, accept and pay in one flow
The client opens a branded quote, accepts it, and enters their card on the same page. The engagement letter, proforma and invoice follow automatically.
Card on file, charged automatically
Recurring fees collect themselves from the stored card on the due date, instead of becoming a debtor and a chasing email.
Deposits, instalments and part payments
Split a fee across a deposit and instalments, or record a payment made outside the system — the balance always reflects reality.
Unlimited e-signatures
Engagement letters, 64-8 authorisations and any other form signed online, with no per-envelope cap and no separate signature subscription.
Bookkeeping & records
For the clients you do the books for.
Full double-entry ledger
Chart of accounts, journals, bank coding, trial balance, profit and loss and balance sheet — per client, feeding straight into the accounts and the tax return.
Receipt capture
Clients photograph receipts from their phone; the category and VAT treatment are read automatically. Staff can bulk-upload a folder instead.
Import from QuickBooks and Xero
Pull an existing trial balance in rather than rekeying it, for clients who keep their own books elsewhere.
Payroll & RTI In testing
In-house payroll with payslips and real-time information submissions, currently completing HMRC's test suite.
See it on your own client list
A 30-minute demo, with your practice's actual workload in front of us.
Book a demo