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Practice Management Platform

Quill.

Accountancy firms drown in admin, client records, engagement letters, deadlines, invoicing, scattered across overpriced tools like Engager and Senta. Quill is a custom platform for UK accountancy practices: every client, service, letter and invoice in one simple, compliant system.

Status
Live, Phase 1 deployed
Domain
UK accountancy practice
Type
Custom SaaS platform
Stack
Next.js + Postgres
7
UK client types
17
Services priced
6
Pipeline stages
Auto
Companies House fill

The problem

Practice admin is stuck in spreadsheets and £400/mo tools.

Most firms run on a patchwork of Engager or Senta, spreadsheets, and email. The commercial tools are expensive, clunky, and built for everyone, so they fit no-one exactly. New-client onboarding is a nine-step chore. Letters live in Word. Nothing is auditable.

The firm didn’t need more features. It needed fewer clicks, no jargon, smart defaults, and a system its non-technical staff would actually open every morning.

So we built exactly that, and handed over the source code. No per-seat licence, no lock-in, no vendor holding the data hostage.

Off-the-shelf
Quill
£400+/mo per-seat licences
Built once. Firm owns the code.
9-step client onboarding
5-step wizard, smart defaults
Letters in Word, untracked
Branded PDF builder + status
No real audit trail
ICAEW / GDPR audit log

See it work

The system staff open every morning.

One screen for the whole practice: live KPIs, the week’s filing deadlines, and a running audit trail of every action. Built so a non-technical team actually wants to open it.

Practice KPIsDeadline trackingLive audit logRole-aware
live
Good morning, Sarah
Monday, 6 April 2026
+ New client
Active clients
142
+6 this month
Outstanding
£24.5k
9 invoices
Due this week
8
deadlines
Fees YTD+12%
Upcoming deadlinesMTD ready
Ardent Consulting LtdVAT return, Q1in 3 days
Bryce & Co LLPCT600 filingin 9 days
Dunn & HaleSelf Assessmentin 14 days
Evermore LtdConfirmation statementin 21 days
Activityaudit log
Engagement letter sent to Ardent Consulting LtdSarah R · 2m
Companies House sync, Bryce & Co LLPSystem · 18m
Invoice #1042 marked paid, £1,200Imran K · 1h
New client added, Frost CharitySarah R · 3h

The work pipeline

Every job, on one board.

Staff drag each job across six stages, To start to Ready to file. Every card carries the client, the owner, the deadline and the fee value, so nothing slips and the whole practice is visible at a glance.

app.quill, jobs14 jobs · £18.4k WIP
To start2
Ardent Consulting LtdSR
Year End Accountsin 12d
Frost CharityIK
VAT Returnin 3d
In progress1
Bryce & Co LLPSR
CT600in 9d
In review2
Dunn & HaleIK
Self Assessmentin 14d
Marlow InteriorsSR
Bookkeepingin 6d
Ready to file1
Evermore LtdIK
Confirmationready

MTD command centre

Who is mandated, the quarterly cadence, what is outstanding, chased automatically.

Client portal

Clients upload requested documents through a passwordless, secure portal.

Auto-chasing

Outstanding requests nudge the client at three, seven and fourteen days.

What it does

Everything a practice runs on.

Client management

Seven UK client types, Limited Co, LLP, Partnership, Charity, Trust, Sole Trader, Contact, with a five-step new-client wizard, not the nine-step slog of off-the-shelf tools.

Companies House auto-fill

Type a company number and the system pulls the name, registered address, officers, and year-end from the free public API. No re-keying.

Jobs pipeline

A drag-and-drop board moves every job through six stages, To start to Ready to file, with the owner, deadline and fee value on each card.

MTD command centre

Tracks who is mandated for MTD for Income Tax, the quarterly cadence, and what is still outstanding, then chases the records automatically.

Client portal + chasing

Clients get a passwordless portal to upload requested documents. Outstanding requests chase themselves at three, seven and fourteen days.

17 UK services & fees

The standard UK accounting services, Bookkeeping, VAT, CT600 and more, each with per-client flat-fee pricing.

Engagement letters + invoicing

An editable letter builder that outputs a branded PDF and emails for signature, plus invoice generation. Status tracked end to end.

Export anywhere

One click exports the client book or the job board to CSV, Excel or PDF. The firm's data is never trapped.

Dashboard & audit log

Practice KPIs and a live activity feed, backed by an append-only audit trail built for ICAEW and UK GDPR.

The magic moment

Type a number. The record fills itself.

Onboarding a company used to mean re-keying its name, registered office, incorporation date and officers by hand. Quill pulls all of it straight from the free Companies House API the moment you enter the company number.

Eight digits in, a full client record out.

Name + addressOfficersYear endZero re-keying
New clientStep 2 of 5
07654321
Looking up Companies House… Found, record autofilled
Company name
Ardent Consulting Ltd
Status
Active
Registered office
27 Old Gloucester St, London WC1N 3AX
Incorporated
12 May 2016
Accounts due
31 March 2026
Officers
3 directors

Pulled from the free Companies House API · no re-keying

Built for the MTD era

4× the filings, not 4× the admin.

From April 2026, MTD for Income Tax turned one annual return into a quarterly cycle for roughly 864,000 taxpayers. Quill has a built-in MTD command centre: it flags who is mandated, tracks the quarterly cadence, shows what is still outstanding, and chases the records automatically. Four times the filing events, handled without four times the admin.

What we check in software like this

Built to a standard

Regulated data, handled properly.

Accountancy client data is regulated under UK GDPR, AML 2017, and the ICAEW Code of Ethics. Security wasn’t a phase, it was the foundation.

Role-based access

Three roles, admin, staff and junior, with a 20-plus permission matrix enforced on every server action.

Hardened auth

bcrypt hashing, HMAC-signed revocable sessions, and TOTP two-factor enforced on every staff login, with rate-limiting and lockout.

Encrypted at rest

Sensitive fields like UTR and VAT, and every uploaded document, are encrypted at rest with AES-256-GCM.

Retained audit

Soft-deletes and an append-only audit trail of who did what, when and from where, retained to the firm's AML policy.

Full stack

Next.js 16TypeScriptPostgreSQLPrisma 5Server Actionspdf-librechartsTailwind CSSCustom auth (bcrypt + HMAC)Companies House API

Why custom over Engager / Senta?

Off-the-shelf bills per seat forever and still doesn’t fit. A custom build costs once, fits the firm exactly, and the firm owns the code outright. Over a few years it’s cheaper and entirely theirs.

7-day trial

Run the whole thing for a week.

Get a private, hands-on instance of Quill for seven days and feel how a practice system you own actually works. Request access, we approve it, you are in.

  • A private instance of Quill, seeded with sample data
  • The full product: jobs board, MTD centre, client portal, letters, invoicing, export
  • No card, no commitment, nothing to install
  • We review and email your private link, usually within one working day

Nezaam is a UK company. Your details are used only as set out in our , and kept secure.

Request your trial

Approved and sent within one working day

I agree to the , and will use sample data only.

No spam. We use your details only as set out in the trial terms.

We built this, which is why we can judge yours

Quill is here as evidence, not as a product for sale. Reading someone else's architecture honestly is a lot easier when you have shipped the same kind of thing yourself.