Practice management for UK accountancy firms
Practice management software built for UK accountancy firms, with every client, deadline, job and review in one place, with automated alerts that keep work moving and reports that show how the practice is really performing.
48
Clients23
Active jobs4
In reviewFrom the first request to the final sign-off.
The Challenge
Most practices still track deadlines in spreadsheets, chase client records by hand, and have jobs sitting in review with no escalation. Partners can't see who is carrying what until something is late. Practice Control replaces that with one live system the whole team works from.
The difference
The Platform
Six connected modules, one login. Your team works from a single source of truth, without spreadsheets or chasing for updates.
Module 01
The whole practice at a glance, the moment you sign in.
Insight & Control
Practice Control doesn't just store work. It measures it. Partners get the numbers they need to manage capacity, quality and client behaviour.
A trailing six-month view of practice health, exportable to PDF and CSV.
Who is carrying what and who has room for more.
Find out where work gets stuck before clients notice.
Set it up the way your practice already works.
Built-in AI assistant
Ask questions about your clients, jobs and deadlines in plain English, get help drafting an email or note, or ask how to do something in the app. The assistant only sees what you can see, and it can't change anything.
Which VAT returns are due this month, and who is preparing each one?
Here are the VAT returns due this month, each with its client, due date and preparer.
I can only show what you have access to, and I can't change anything.
Security & Compliance
Accountancy firms hold sensitive client data. Practice Control is designed around UK data-protection and professional standards from day one, and tells you plainly what it does and doesn't cover.
Secure access & authentication
Every account enrols in app-based two-factor authentication (Google Authenticator, Authy, 1Password and similar) on its first sign-in. Repeated failed attempts lock the account for 15 minutes. Sessions are encrypted and 2FA secrets are encrypted at rest (AES-256).
Every action that touches client data is logged at database level. The log can't be edited or deleted, not even by an administrator.
Export everything held on a client in a single download whenever they request it.
Personal identifiers are anonymised while job, deadline and review records are kept, balancing GDPR with AML record-retention duties.
Staff, Practice Manager and Admin. Only managers sign off reviews and create clients; only admins change branding, users and anonymisation.
Sign-ins, password changes, 2FA set-up and user changes are all recorded in the activity log for your reviews.
Archived clients are flagged for anonymisation review after a configurable period, set to match your firm's retention policy.
Frameworks Practice Control is designed around
A transparent compliance statement
Inside the app, a dedicated Compliance page sets out which obligations the software meets today and which remain your firm's responsibility (for example, customer due-diligence records held in your AML tool). A clear picture for your quality and risk reviews.
Getting Started
We set Practice Control up with you, step by step. Nothing goes live until you're happy with it.
A 45–60 minute session to understand your clients, the deadlines you track and how work moves through your team today.
Your firm's workspace is created with your branding, users, roles, pipeline stages and client types.
Bring your existing client list across from a spreadsheet, with no retyping. We check the data with you before go-live.
Your team starts working from Practice Control. We review it together over the first few weeks and fine-tune alerts, stages and templates.
Works the way you do
Nothing to install. Practice Control runs in the browser on any device and works alongside your existing software.
Xero
Contacts & invoices sync (read-only)
Sage
Contacts sync (read-only)
IRIS
Import from your IRIS export
Outlook & Gmail
Send from your own mailbox
Excel & CSV
Client import and report export
Any Web Browser
Desktop, tablet or phone
Accounting-software connections are read-only. Practice Control never writes back to Xero, Sage or IRIS. A built-in staff training guide and first-login tour help your team get started.
Recently added
On the roadmap
A full two-way email inbox and video tutorials for every workflow.
Pricing
Pay only for the people who use it. Choose annual billing for the best price, or pay monthly with no long-term commitment.
Foundation
per user, per month
billed annually
or £40 per user, billed monthly
Save 12.5% with annual billing
Run the practice from one place
Advanced
per user, per month
billed annually
or £60 per user, billed monthly
Save 17% with annual billing
Everything in Foundation, plus
Enterprise
Custom
tailored to your practice
For practices that need a solution shaped around their own structure, workflows and requirements.
Everything in Advanced, plus
Implementation
No additional cost
Create your workspace, import your clients from a spreadsheet and configure it yourself, with in-app help and the built-in staff training guide.
Create your workspaceQuoted after your discovery call
We work with you to implement Practice Control around your practice's requirements, including your pipeline stages, client types, alerts, templates and team roles, so it fits from day one.
Book a discovery callNot sure which plan fits?
Book a discovery call and we'll recommend the right plan and setup for your practice.
All prices are in GBP and exclude VAT. Per-user pricing applies to each active user in your firm's workspace. Annual plans are billed upfront for 12 months. Enterprise and guided implementation pricing is confirmed in writing following a discovery call. Contact tejneet@ai-efficacy.com · ai-efficacy.com
See Practice Control running with real practice workflows, deadlines, reviews, documents and reporting in a short, no-obligation demo.
Or reach out directly: tejneet@ai-efficacy.com · ai-efficacy.com
Connecting a mailbox is optional and each person connects their own. With Gmail we only ask permission to send email on your behalf, and we do not read your inbox. With Outlook we also read the emails you exchange with your clients, live and without storing them. You can disconnect at any time. Full details are in our Privacy Policy.
