Accounting Agency POS

For accounting, bookkeeping and tax firms: monthly bookkeeping packages and part-time CFO retainers, VAT, zakat and corporate tax returns with the period and filing deadline, payroll and wage protection files, year-end statements and audits, hourly advisory, government fees paid for the client, a Jobs board and the Agency dashboard.

Steps

  1. Pick a tab (Monthly retainers, Bookkeeping, VAT & tax returns, Payroll & HR, Audit & statements, Advisory & hourly work, Government fees) and tap the service.
  2. Type the client and, where asked, the period (e.g. Q3 2026), the accountant in charge and the due date or filing deadline, then tap Add. For hourly work enter the hours as the quantity.
  3. Government fees paid for the client go under Government fees: type the amount paid and it is billed at cost, without VAT.
  4. Bill a client "On account" for its monthly package, then open "Jobs" to move each job: Documents received, In progress, Reviewed / filed, Delivered (or Cancelled).

Tips

  • Watch the overdue returns and each accountant's workload on the Agency dashboard.
  • Keep each client's engagement contract in Documents with its expiry date.

In the app, press F1 or ? on this screen to open this guide next to your work.

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