Practice management
Clients, onboarding, jobs, deadlines, time and fees. Keep responsibility clear and the work moving.
Explore practice managementAutomate the work.
Make time for clients.
Let alloc prepare the books, accounts and tax returns, day and night. Your team reviews the work and advises clients.
Birchwood Studio Ltd
Year ended 31 March 2026
OverviewWorkDocumentsMessages
Prepared by alloc
Ready for your review- RecordsCollected
- BooksReconciled
- Accounts & taxDrafted
- Your review1 decision needed
Needs your judgement
Equipment purchase
Suggested treatment: fixed asset
Studio equipment invoice£2,400 · Matched to bank payment
The invoice describes equipment for use over several years.
Source linkedReview suggestion
Automatic follow-up
Received
March bank statement
Reminder sent by alloc
Jamie at Birchwood
All uploaded. Thank you!
March statement.pdfSaved to client records
Example workflow · Company year end
From client records to accounts and tax, prepared for review.
A year-end job involves much more than the final review. alloc takes on the collection, preparation and follow-up that get you there.
Get the records in
alloc requests the information needed, organises incoming documents and follows up missing items on the schedule you set.
Prepare the books
alloc matches transactions to supporting records, prepares reconciliations and flags gaps or unusual entries that need a closer look.
Draft accounts and tax
alloc carries the reviewed figures into draft annual accounts, a Corporation Tax computation and a draft return, with supporting schedules and open questions together.
Your team reviews and decides
Review the accounts and tax, resolve the questions and agree the next steps with your client. Your team controls the adjustments, approvals and filing.
Less time getting the file ready. More time applying your expertise.
Background preparation can continue outside office hours, while decisions needing your approval wait for you. Build capacity for more clients without increasing the workload at the same rate.
See how alloc takes on the workAI you can check. Decisions you control.
See the source behind a suggestion, understand the explanation and keep a record of the review. alloc prepares the work; your team can inspect it, challenge it and decide what happens next.
Explore AI & agentsStationery invoice
- Suggested category
- Office costs
- Explanation
- The invoice lists printer paper and envelopes.
- Source
- View invoice
Accepted by reviewer
One complete product.
Practice management, books, accounts, tax, payroll and the client experience, with automation across the work. One alloc plan, without separate module charges.
Books
Capture documents, prepare the books and reconcile transactions, with the supporting evidence close at hand.
Explore BooksAccounts & compliance
Accounts production, tax, VAT, payroll and company secretarial work. Carry the figures through to review.
Explore accounts & complianceClient experience
A portal and companion app for records, questions, approvals and updates. Make it easier for clients to work with you.
Explore the client experienceHelp from the first move onwards.
Free help getting started
Early customers get free implementation and migration support. We'll help plan the move and get your practice set up.
How we'll helpSupport that follows through
Quick responses to questions, issues and bugs, with clear next steps and updates through to resolution.
Our approach to supportYour experience shapes alloc
Tell us which features and improvements would make a difference to your practice. We want to hear from the people doing the work.
Tell us what would helpA few practical questions.
UK accounting practices that want to replace disconnected software, automate routine work and give clients a smoother experience.
One price means one complete alloc plan, without separate module charges. We'll make the price for your practice and what's included clear before you commit.
alloc is in early access. Join the waitlist for product and access updates.
Make more time for your clients.
alloc is in early access. Join the waitlist for product and access updates.