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.
The record everything else hangs off.
Company details, officers, services, engagement history and documents on a single page — with a timeline showing everything that has ever happened.
Billed, statutory, project and internal work on one board, so nothing sits half-finished and unbilled.
Clients answer questions and send documents through a link — no account to create, no password to reset.
Send a checklist, the client ticks items off and uploads as they go, and you see exactly what is still outstanding.
The part that keeps partners awake.
Accounts, confirmation statements, corporation tax, self assessment, VAT and payroll deadlines generated automatically from each client's own dates.
See what is due across every client, who owns it, and what is overdue — instead of a spreadsheet someone has to remember to update.
Straight from the client record to the government.
Full returns with supplementary pages, validated against HMRC's own rules before submission. Real returns have been filed and accepted through this channel.
Company returns with accounts and computations attached, submitted over the same live HMRC channel.
Confirmation statements and company changes filed over the Companies House gateway, currently completing its test suite.
Quarterly updates for Making Tax Digital for income tax, and VAT returns, are next on the filing roadmap.
Onboarding that doesn't need a separate vendor.
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.
Screening runs as part of the same check, with the result and full audit trail stored against the client record.
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.
An engagement letter cannot go out until the check is signed off, so the compliance step can't be quietly skipped.
From quote to money in the bank.
The client opens a branded quote, accepts it, and enters their card on the same page. The engagement letter, proforma and invoice follow automatically.
Recurring fees collect themselves from the stored card on the due date, instead of becoming a debtor and a chasing email.
Split a fee across a deposit and instalments, or record a payment made outside the system — the balance always reflects reality.
Engagement letters, 64-8 authorisations and any other form signed online, with no per-envelope cap and no separate signature subscription.
For the clients you do the books for.
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.
Clients photograph receipts from their phone; the category and VAT treatment are read automatically. Staff can bulk-upload a folder instead.
Pull an existing trial balance in rather than rekeying it, for clients who keep their own books elsewhere.
In-house payroll with payslips and real-time information submissions, currently completing HMRC's test suite.
A 30-minute demo, with your practice's actual workload in front of us.
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