Practice management
Client records, contacts, jobs, deadlines, workflow templates, time, WIP and fees. Organise the team's work around each client.
Explore practice managementThe platform
Automate the work across the whole practice.
From the first client request to the accounts, tax and next conversation, alloc takes on routine preparation across one complete product. Give your team fewer tasks to repeat and your clients a clearer way to work with you.
The work alloc takes on.
Collect and organise
Bring records, requests and replies into the work.
Prepare and check
Extract details, suggest matches, prepare schedules and surface questions.
Draft and present
Assemble accounts, tax drafts and review summaries for your team.
Your team
Review the work, resolve judgement calls, advise clients and control approvals.
The whole product.
One alloc plan, without separate charges to unlock each module. Explore the work it covers below.
AI capture & review
Extract and categorise documents, check suggestions against the source and retain the review history. Collect records through upload and email, ready for review.
Explore AI & agentsOnboarding & AML
Bring proposals, engagement letters, identity checks, risk assessments and ongoing monitoring into the client relationship. Use requests and e-signatures to keep onboarding moving.
Explore practice managementBooks
Keep sales and purchase records, reconcile bank transactions and manage opening balances, periods, fixed assets and multiple currencies. Prepare VAT and financial reports from the ledger.
Explore BooksVAT & MTD
Organise obligations, prepare quarterly updates and VAT returns, and review scheme checks and missing information before submission.
Explore Books & compliancePayroll & pensions
Prepare pay runs, payslips and statutory pay, with client approval and employee access. Connect RTI, CIS, pension submissions and bureau payment files to the payroll process.
Explore Books & complianceAccounts production
Take the trial balance into working papers and FRS 105 or FRS 102 accounts. Bring iXBRL, filing and specialist or group accounts into the year-end workflow.
Explore accounts productionTax
Prepare corporation tax, self assessment and partnership returns. Review allowances, reliefs and unusual figures with the underlying records close at hand.
Explore Books & complianceCompany secretarial
Manage incorporations, confirmation statements, officers, PSCs, shares, registers and identity requirements alongside the client record and Companies House filings.
Explore Books & complianceReporting & advisory
Turn financial records into management reports, cash-flow forecasts and scenarios. Prepare branded client packs and review AI-drafted commentary before sharing it.
Payments
Bring fee collection, Direct Debit, card payments, supplier payments and payroll payment preparation into the workflow, with permissions and approval controls.
Client experience
Give clients a portal and companion app for secure messages, document requests, approvals and signatures, with a view of their finances and upcoming obligations.
Explore the client experienceAI & agents
Use the client record to prepare explanations, flag anomalies, draft requests and organise work. Keep sources, permissions, approvals and an action history alongside the automation.
Explore AI & agentsMake the next step obvious to your client.
A portal and companion app give clients a clear place to send documents, answer questions and review requests for approval. A response stays with the work it belongs to, so your team spends less time asking where it was sent.
Birchwood Studio Ltd
Year ended 31 March 2026
OverviewWorkDocumentsBooksActivityDetailsMore
alloc.North & Co.
Birchwood Studio Ltd
Your requests
September bank statement
Requested by North & Co.
September statement.pdfUploaded by Jamie
Thank you — your practice has the file.
HomeRequestsMessages
In your practice
Annual accountsSeptember bank statement
Received from Jamie Lewis
September statement.pdfSaved to Birchwood Studio Ltd
- Attached to
- Annual accounts
- Next step
- Ready for preparation
Client request completed
A simple client response, ready for the practice to use.
A simpler experience on both sides.
Clients see what you need from them, upcoming obligations and information about their finances. Your team can see what has arrived and what still needs attention. Fewer loose ends to chase, and more context for the next conversation.
Questions
Is this only practice management?
No. alloc covers practice management, capture, Books, accounts, tax, payroll and the client experience, with automation across the work.
Do we need to buy each module separately?
One complete alloc plan covers the product without separate module charges. We’ll explain the price for your practice and what is included before you commit.
What help is available when we move?
Early customers receive free implementation and migration support. We’ll agree the approach with you, check the data being brought across and help your team get started.
Put more of your practice work in alloc’s hands.
alloc is in early access. Join the waitlist for product and access updates.