Manage every client.
From one dashboard.
Organise client tax records, review prepared figures, and maintain per-client audit trails. HMRC production approval is in progress and live submission is not yet available.
Practice toolkit
Everything you need to scale.
Professional features designed specifically for UK accountants and tax advisors.
Unlimited client dashboard
Switch between clients instantly with full context, notes, and prior submissions.
Review clients consistently
Use per-client records and review workflows. Bulk HMRC submission is not currently available.
Auto-generate SA returns
Supported forms and schedules can be prepared from client data for review and adjustment.
Secure document exchange
Branded portal for uploads, signatures, and approvals. No more email PDFs.
Never miss a deadline
Use internal filing reminders and payment dates while the HMRC production integration remains in sandbox testing.
Tax-year vault
Searchable storage organised by client and year. Audit-ready every time.
Workflow
A streamlined process for every client.
From onboarding to return review in three predictable steps.
Onboard clients
Send a secure invitation. Clients connect their accounts and upload documents through the portal — no spreadsheets or email attachments required.
Review & approve
Data is auto-categorised; calculations update in real time. Make adjustments and approve with one click.
Review & monitor
Review prepared figures and keep an internal audit trail. Live HMRC submission is unavailable until production approval is granted.
Built for UK practices
Built for compliance.
MTD
Built for Making Tax Digital
AES-256
AES-256 encrypted
8
Languages supported
Built for your practice
Professional features that compound.
Practice insights
Team utilisation, billing, and revenue across all clients on one dashboard.
Branded reports
Generate polished tax summaries with your firm's logo and colour palette.
Role-based access
Granular controls for partners, managers, and staff with full audit trails.
Reminders & templates
Approval chains and client communication templates that work every quarter.
FAQ
Accountant-specific questions.
- Yes. Invite from the client view and choose what they can see. Read-only, document-only, or full collaboration — your call.
Still have questions? Get in touch.
Ready to transform your practice?
Explore Fylix for internal client record and review workflows while HMRC production approval is completed.