September 2024

ICB Software Guide

An essential guide for bookkeepers

Written and compiled

by Richard Sergeant for ICB.
 Contents
Foreward............................................................ 3

Introduction....................................................... 5

How to use this guide....................................... 5

The key technology challenges....................... 6

Integrations.................................................. 6
Ease of Use.................................................. 6
Cost & Packages.......................................... 6
Support......................................................... 6
Security......................................................... 6
Advent of AI................................................. 6

Software guide by category............................. 7

Practice Management................................. 7
Proposals and Onboarding......................... 9
Reporting Tools.......................................... 11
Banking....................................................... 13
Payments................................................... 15
Anti-Money Laundering (AML).................. 16
Tax & Accounts Filing................................ 17
Payroll......................................................... 18
Expense Management............................... 19
Bookkeeping.............................................. 21
Data Capture.............................................. 22
Data Quality................................................ 23
Ecommerce................................................ 24
Security....................................................... 25

Software directory.......................................... 26

Brought to you by

[Link] 2
 Foreward
by Lara Manton MICB

The skills we develop as a bookkeeper allows us to form a

much better understanding and become deeper users of the
software that is available.

The technical knowledge we need means we can often be more

demanding, and can find the limitations in the software that we use
more quickly than other users. Which is why we are in a great position
as a profession, and as a community, to share our experiences and
opinions on the tools that we rely on.

I also think that more of the software world is listening to what we

want, and is developing technology that can help us create better
firms for ourselves, and deliver better services, more efficiently for
our clients. We also need them to continue to recognise the unique
circumstances and characteristics of bookkeepers and what works
well for us commercially. What will work for us, will work much
better for them in the long run.

This software guide demonstrates the impact that bookkeepers

can have on the software world, as much as software has had on
the world of bookkeepers.

How it impacts your world specifically depends on what you want

your practice to be like, how you wish to serve clients, and ultimately
where technology will help the most. Being aware of your bottlenecks
and challenges is a great place to start, and if you are new to the
profession then perhaps consider focussing on a single piece of
software (like a preferred bookkeeping software) and becoming an
expert there before moving on.

Wherever you are on your journey, this guide will prove useful
as a tool to understand the choices you have, and inspiration to
what might come next.

Lara Manton MICB

[Link] 3
 Automated data entry with AutoEntry.
Here's why:

No contract Pay Unlimited All features

required monthly everything for free

New AutoEntry add-on Bank Statement Reconciliation

for clients with no

Posted Unposted

Searching is easy: Just start typing Select & Match with: Transfer Cheques Deposits

ledger Uncheck all Check all duplicates

Date Details
12 lines are currently selected

Reference Account Tag Tax Payments Receipts

03/06/2024 Beep broadband 65.31 0.00

Select an Account

Prepare, adjust and output a trial 03/06/2024

03/06/2024
Beep broadband

Beep broadband
65.31

65.31
0.00

0.00

balance for an unlimited number

341 | Printing and stationery
03/06/2024 Beep broadband 65.31 0.00
342 | Advertising and marketing
03/06/2024 Beep broadband 65.31 0.00

of clients with AccountsPrep, an

345 | Telephone and internet
03/06/2024 Beep broadband 65.31 0.00
346 | Computer and IT costs
09/07/2024 Office Supplies Co 20% 64.93 0.00

add-on for any AutoEntry 13/07/2024

24/07/2024
Orchard Cafes

Orchard Cafes
Staff lunch

Staff lunch
362 | Entertainment

362 | Entertainment
70.70

59.80
0.00

0.00

subscription. 28/07/2024 Office Supplies Co 341 | Printing and stationery 20% 105.00 0.00

How to get AccountsPrep

1 2 3
Sign-up to Choose an AutoEntry Add
AutoEntry subscription AccountsPrep

Get Started Today!

 Welcome to the
ICB Software Guide
The world of business and the essential role that bookkeepers play,
has continued to be supported by digital tools that aim to streamline
processes, improve productivity and increase capacity.

This guide, created by ICB for bookkeeping professionals, has

been designed to help those new to the profession through the
crowded world of software, and provide a resource for established
bookkeepers to explore new innovations.

How to use this guide

The guide consists of an introduction to some of the key technology
themes and challenges bookkeepers face, a breakdown of the key
software categories, and a useful directory of suppliers.

Listing in the directory is not an endorsement, however official ICB

accredited partners will be indicated.

The software categories

• AML
• Banking
• Bookkeeping
• Data capture - Accounts payable
• Data quality
• Ecommerce
• Expense Management
• Marketing/Client communications
• Payroll
• Payments
• Practice management
• Proposals and onboarding
• Reporting
• Security
• Tax

[Link] 5
The key technology
challenges
Integrations Support
Cloud computing has enabled more software programs to connect Given the deadline driven nature of many of the services
with each other. This is mainly achieved through Application bookkeepers perform, the ability of software vendors to provide
Programming Interfaces (API), which allow for the transfer of data speedy and effective support when required is under real scrutiny.
between different tools that you may use on a daily basis.
Their reputation in providing help, and the effectiveness of this help
These connections benefit users by allowing workflows to be created, in solving issues is something that often comes up in conversation
and can help to drastically reduce the amount of manual input that between bookkeepers and is another important factor in due diligence.
can be required.
Testing their support function can be a useful exercise while utilising
However, it’s important to understand what data is being transferred a free trial period. And while support is often focussed on when you
- and the subsequent impact. Bookkeeping software providers often need help in the moment, a more general view can be had by looking
have integration strategies, offering a wide choice of compatible at what training is offered, educational webinars, online communities
software but potentially working better with specific vendors. and account management.

Also, bookkeepers are increasingly looking at integrations when

choosing and selecting new software. Specifically how a new tool Security
may fit in with what they are already using.
Cyber crime is something that no business can ignore, and while
bookkeepers are vigilant and intelligent in their approach, the
Ease of use sophistication of criminal activity requires a robust technological
and human solution.
The focus on getting the job done can sometimes be at the expense
of the experience of using a specific software. Software vendors Fraud, denial of access to essential systems and data, identity
are increasingly focussed on User Experience (UX), which covers theft, or facilitating money laundering all pose significant threats to
everything from how the software actually works, the position of bookkeepers given the sensitive nature of their work.
buttons, to design.
Considering software that can support prevention should be a
Bookkeepers are particularly aware of software UX, especially if the high priority such as two factor authentication (2FA), password
client will be using it too. Minimising the amount of time required managers, and anti-virus tools. But so is general vigilance, not
to become familiar with a product is often the sign of good UX, as clicking on suspicious emails, spotting unusual email addresses,
is the how much time is spent acting as support to clients who may and calling clients on a reliable and verified telephone number.
experience difficulties.
Talk to your software vendors about their security and back up
Evaluating ease of use is often a matter of opinion, however your procedures, and what they are doing to help you safeguard your and
view is entirely valid, especially as it is a skill that can ultimately help your clients data.
create better engagement and save time in the future.

Advent of AI
Cost/Package/Ability to sell on costs As with many leaps in technology the hype usually exists before
The cost of servicing clients has increased over time as the practical use cases become very apparent. Artificial intelligence
software has come to play an important role in delivering (AI) may seem to be in a similar position, however there is a clear
services, and staying compliant. commitment from vendors to augment their products with this new
technology in the new future.
Cost has perhaps therefore become a real focus for bookkeepers,
especially as some vendors often don’t take into consideration the Generally bookkeepers’ concern will be around how AI has
size of firm they are often dealing with, and the extent to which their been usefully integrated by their software vendors, and will not
product may be of use to their clients. have to specifically think about deployment across their firm by
themselves. The burden should be the vendor to demonstrate its
Bookkeepers can often find themselves in a position of having to pay
usefulness and value.
for unwanted licences or features which are not of use if they want to
deploy a specific piece of software. However, some are already utilising tools such as ChatGPT, Copilot in
Microsoft products, and Gemini in Google Workplace to experiment
Being aware of the business terms and packages costs,
and assist in various ways.
especially with an eye to the future where costs are likely to only
increase, must be seen as part of due diligence before adopting. Caution should be exercised around data privacy, and sensitive client
information is best kept out of tools that may be exposed to the
Although some vendors are very tuned to the needs of bookkeepers
public realm. However, these types of tools are likely to be a reliable
it should not be assumed that all are, and the ability and confidence
mainstay of the next generation of products, and it is worth becoming
to negotiate is important if costs are to be managed.å
familiar with some of their capabilities.
Software costs should also be passed on to clients either as a
calculation of overhead or for specific licence costs as required.

[Link] 6
Practice Management

Overview Pros
Designed to be the heart of a bookkeeping firm’s day to day, • One place for client information: For easier client management
Practice Management is the central repository of client data,
and the system in which work can be managed and controlled.
• Manage workflow: Create customised templates
that can be used across clients
By integrating with other essential tools like email, it can provide
a way of storing and sending client communications, and even • Integrations: Most come with useful integrations
include other processes such as AML compliance. with bookkeeping tools, proposal and
onboarding software and AML providers.

Challenge for Bookkeepers • A range of providers: Some are independent, and some have
been acquired or developed by major providers. This may
Staying on top of client work and codifying your processes ensures
provide a particular route to explore that suits you best.
the efficient delivery of your services. Doing this across several
separate systems or programmes (calendars, Excel, to-do lists etc) • BrightManager: [Link]/en-gb/accountancy-manager
can be both inefficient and difficult to scale if you choose to grow
your client base over time. • Client Engager: [Link]

As many of the services bookkeepers offer are timely and deadline • Karbon: [Link]
driven, the risk of non-delivery is always there if tasks are not easily • Uku: [Link]
monitored, regardless of how diligent the team are.
• Capium: [Link]/products/practice-management

The Problems it Solves • IRIS Elements: [Link]/products/

iris-elements/practice-management
Practice management tools are specifically designed to solve
common challenges such as maintaining visibility of client work,
having a central place for all client information and communication, Cons
as well as creating and monitoring tasks and projects.
• Setup time: This can be significant,
especially if you have complex clients

• Cost and features: Check to ensure the features

and cost match your overall requirements

How it Works • Customisation: Some systems are regarded

as easier to configure than others
A central database for core client data is at the heart of all
practice management systems. This allows workflows to be
created for service delivery, and may include features like a secure
client portal, customisable templates, time and billing functionality
and integrations with other major software suppliers to create a
connected system.

Lara says “Get it in place before you think you need it. The set-up
time can take a while, and it can be fiddly, but it’s definitely
worth it. My key recommendation is to find one that you can
customise to your practice and the way you want to work.”

The Future Directory

There are likely to be more developments in the world of practice BrightManager Karbon
management as compliance and technology continue to evolve. ICB accredited
Quickbooks
While it is unlikely to feature dramatically in the short term, AI may
Capium
have an impact on resource planning, profitability analysis, client Sage for Accountants
reporting and even surfacing clients that may need to be repriced. Client Engager Client Management

FreeAgent Practive Dashboard Uku

IRIS Elements Xero XPM

ICB accredited

[Link] 7
 It’s a new day!
All your bookkeeping needs in one place
Bright offers a complete suite of industry-leading accounting
software solutions to streamline bookkeepers’ work days.

BrightManager is a multi-award-winning cloud practice managment

software designed to automate your admin and streamline onboarding.

With an AML tool, automated record chasing, a comprehensive task list,

smart integrations, and 40+ email templates pre-written by a qualified
accountant, BrightManager is the one tool you need to transform your
bookkeeping firm’s internal operations.

BrightPay is the cloud version of our multi-award-winning payroll

software that makes managing payroll quick and easy.

It comes with smart integrations with bookkeeping platforms, pension

providers and a payment platform. It offers multi-user access (staff can
work on the same employer file together), real-time changes, and
automatic updates to revolutionsie how you process clients’ payroll.

BrightPropose is our proposal and pricing software designed to upgrade

your onboarding and take the guesswork out of fee setting.

Clients get a slick, professional and branded digital brochure. Whip up

fully branded proposals and LoEs in minutes rather than hours. Catch-up
fees ensure you're compensated fairly when you go the extra mile. And
the best part? It’s fully integrated with BrightManager!

For further information about please visit

[Link]
Proposals and Onboarding

Overview How it Works

A well-structured proposal helps you clearly outline your services, By codifying your charging structure into the software, proposals can
pricing, and expectations, while a smooth onboarding process be created quickly, easily and with a very professional presentation.
ensures a great start to your relationship with new clients. These This usually works by selecting services and a variable (such as
steps are not just about formalities; they are essential to building numbers of monthly transactions), and builds up a clear and concise
trust and setting the stage for a successful partnership. menu of services and their costs.

The software usually produces either a PDF document or a

Challenge for Bookkeepers link that is sent to the client for them to review and approve.
Some systems will also create an appropriate letter of engagement
Like many professionals, bookkeepers can sometimes face the and even incorporate the capture and setting up of payment details
challenge of articulating their value to potential clients. Without a with a third-party provider.
clear proposal, clients may not fully understand the scope of services,
leading to misunderstandings or undervaluing work done. Onboarding can then be made easier through integrations with
practice management software (which sets up the client and the
Scope creep can also develop over time, and over servicing clients an initial workflows), and AML providers.
easy trap to fall into.

The Problems it Solves

• Clarity: It clearly defines the services you Pros
will provide and at what cost.
• A structured approach: create consistent
• Professionalism: A structured proposal presents you pricing and presentation easily
as organised and detail-oriented, and can make you
feel more confident in charging what you’re worth. • Reduces misunderstandings: Clarity on what is
to be provided, when and for how much
• Expectations: It sets clear expectations for both
parties, reducing the risk of disputes. • Professional first impression: Smooth
experience for new clients.
• Efficiency: A streamlined onboarding process reduces the
time and effort required to start working with a new client. • Tailored to each client: A solution and proposal
for each set of circumstances

Cons
• Pricing: check to see if the pricing works for the number of new
clients and existing clients you may wish to review pricing with

• Integrations: Ensure that it integrates with service providers you

are happy to work with if these workflows are important to you.

Lara says “It really helps to be more analytical and structured

in your approach to pricing. It helps balance what your
clients need and what their budgets are, with what you are
delivering and making sure you are not undercharging.”

The Future Directory

As technology advances, bookkeepers may be able to use Bright Propose
proposal software to automate reviews and renewals of clients
Cone
based on previous activity. For example, to automatically spot
over-servicing, or to instigate bulk price increases based on annual GoProposal
inflation or changes to software pricing that is charged back.
Ignition
However, the personal touch will remain important; understanding
your client’s specific needs and tailoring your approach will continue
to be key in building lasting relationships.

[Link] 9
Discover What GoProposal
Can Do For Your Firm
Create and build your firms
pricing and proposals

View Product Tour

Reporting Tools

Overview How it Works

Reporting tools can effectively produce and automate financial Providing there is a regularly updated stream of data from
insights based on good quality client data. By using these tools bookkeeping software, and the books themselves are up to date,
to transform raw financial information into meaningful reports, it reports can be produced very quickly and easily.
enables bookkeepers to provide insights that are highly useful and
Selecting from a variety of report templates including balance sheets,
easy to produce. While some reporting capabilities may be included
income statements, cash flow projections and others means that often
in bookkeeping software, dedicated reporting tools provide more
the hard work of creating your own charts and formats is done for you.
sophisticated features and customisation options.
These reports are often highly customisable, allowing you to add or
remove data points, applying filters, and changing the layout and design.
Challenge for Bookkeepers
Without the right tools, Bookkeepers face the challenge of translating
complex financial data into clear and concise reports that clients can
easily understand. This can often be time consuming and also rely
on the ability to present information in a way that is relevant to the Pros
client’s specific needs and goals in a timely fashion.
• Easy to produce: Utilising your professional and
client knowledge to create and present insights
The Problems it Solves • Customisable: Ensuring that clients have what they need, and
• Time to create: Saves time and reduces you can adjust to create different scenarios as required
the risk of manual errors.
• Collaboration with clients: creating meaningful
• Customisation: Tailor reports to the specific needs of each client. dialogue with clients who need the insights

• Formatting: Presenting financial data in a visually appealing

and easy-to-understand format, such as charts and graphs. Cons
• Always relevant: Create live connections with • Not relevant to all clients: Some clients may not necessarily
bookkeeping software and update regularly have a need or demand for much additional reporting

• Too feature rich: Be sure to select tools that match client

requirements, as some may have features you will not need..

• Reliant on quality of the data: This can create issues if it

also requires data from sources outside of your control.

Lara says “Reporting tools mean being able to provide the next
level of information to clients in formats they will find
easier to understand and make real use of. Graphs and
charts can have an added impact when preparing
management accounts or providing regular updates.”

The Future Directory

This is one area where there is expected to be much more talk and Fathom Pulse
feature development around AI. Data analysis and presentation, as ICB accredited
Futrli
well as creating alerts and triggers may become standard in some of
ICB accredited Spotlight
these reporting tools over the next few years.
Joiin Syft

[Link] 11
Banking

Overview How it Works

Banking remains an essential service for all businesses and is an • Online and mobile banking: Some newer
increasingly non-negotiable aspect of remaining compliant and to be banks may have no physical branches
able to service clients effectively.
• Direct Bank Transfers: Facilitating seamless movement
While many of the high street banks remain the primary destination of funds between different bank accounts.
for banking services, they have not been exclusive holders of this
position for many years.
• Integration with Accounting Software:
Synchronising banking data with accounting systems
An increase in the number of so-called ‘challenger banks’ which to automate reconciliation and reporting.
come with the full protection of bank licences has provided welcome
competition, offering digital-first solutions that appeal to many new
• Payment Scheduling: Automating recurring
payments to vendors and suppliers.
and mobile-adept business owners.
• Access to loans: And other relevant financial service products
Challenge for Bookkeepers
The key aspect of banking for bookkeepers is ensuring that
transaction reconciliation is as painless, straight forward and
comprehensive as possible within bookkeeping software. Pros
However, bookkeepers also play a key role in informing and even • Forming relationships to assist clients: Although
making recommendations around what banking services a client may the bank manager may not exist these days, most
choose to use. Unincorporated clients may need encouragement to banks and banking apps will have relationship
separate out their business and personal banking affairs, while others managers who work directly with bookkeepers.
could benefit from your insight into things such as whether the fees
charged represent good value for money. • Ability to encourage: Or place clients that don’t
already have a business bank account
Other considerations may be around their handling of foreign
currency exchange and the ease and speed of transactions, • Enhanced Security: Robust security measures
protect sensitive financial information.
customer service and access to additional benefits.

The Problems it Solves Cons

Helping clients by recommending banking solutions can provide • Cost: Some banking options may involve
subscription fees or transaction charges.
both practical and financial support. On the practical side matching
banking requirements with the scale and complexity of the business, • Integration Challenges: Compatibility issues with
especially if it requires complex foreign transactions is essential. existing accounting software can arise, particularly
Also, some of the new banks can provide operational accounts within with older banks. It is good to check with your
48 hours of application. bookkeeping software provider if in doubt.
Clients may also need additional services such as access to cash
banking which may not be as readily available to non-high street
providers. Your involvement in the application process can often
ensure that accounts and other banking products such as loans can
be processed more quickly, and with greater confidence than if a
client were to do so by themselves.

The Future Directory

As technology continues to evolve, these tools are expected to Metro Starling
become even more sophisticated and integrated. Machine learning
Mettle Tide
will likely play a significant role in automating fraud detection,
ICB accredited
identifying financial trends, and offering predictive insights. This Zempler
could further enhance the value that bookkeepers can provide to their Monzo (formerly Cashplus)
clients and assist in general cyber security.

[Link] 13
Payments

Overview How it Works

While not all bookkeepers are directly involved in the actual initiation Payments are often facilitated directly between bank accounts
and completion of payments, there are plenty of tools which can be either through bank-to-bank transfers or Open Banking technology.
used and integrated to both help clients be paid on time, and to make These payments are often easy to administer and cost effective but
the process of managing payments more streamlined. may not be suitable for large volumes of transactions.

Otherwise, a third-party provider is used to help act as a processor

Challenge for Bookkeepers and collator of payment. These may be run by well-known household
names and will be heavily regulated.
The sending and receiving of cash has become an area of huge
complexity and choice when it comes to software. Understanding the In terms of receiving payments, retail businesses may need Electronic
client requirements, and their processes well is at the heart of being Point of Sale devices (EPOS), while others may benefit from ‘Pay now’
able to advise and support them. functionality on emailed invoices, however the list is diversifying.

International payments can add an additional layer of complexity, Increasingly common are cost effective batch payment tools,
as can dealing with clients who use multiple platforms which can where supplier runs can be imported from bookkeeping software.
increase the amount of knowledge required. Clients can then fill a virtual wallet, and the payment initiated through
the Faster Payment System. This can be a considerable time saving
and allows for a more organised approach to outgoing payments.
The Problems it Solves
Payment tools ultimately facilitate the movement of cash in and out
of the business. The use of electronic payments has become incredibly
diverse to match the ways in which businesses operate. Understanding
your clients’ specific requirements therefore is essential. Pros
Common problems solved include being able to service a wide • Increased payment choices: Offer the most
variety of consumer or business payment preferences (such as appropriate way to suit the consumer
paying with your phone or smart watch), dealing with large numbers • Bringing rigour to processes: For example
of individual transactions simply and quickly, and cost-effective through creating an auditable trail
international supplier payments.
• Helps manage cash flow: Can speed up the
receipt of cash, and control spend

• Saves time by facilitating bulk payments

in a controlled and traceable way.

Cons
• Can be expensive: Understanding the cost structures is essential.
• Integrations: Some payment systems integrate with
bookkeeping software better than others.

• Fit for purpose: It is essential that the client workflow is properly

understood to avoid costly and time-consuming mistakes

Lara says “Starting with the question around how we can improve
a client’s cashflow can open up all kinds of conversations
around speeding up cash coming in, and managing payments
going out. Making things easier is always a benefit for clients,
but also at times it’s just as useful for their customers too.”

The Future Directory

It is highly likely that payment tools will become even more automated, Airwallex Modulr
taking advantage of an increased use of artificial intelligence to detect
Apron Stripe
fraud and working better with other financial software. We are already
ICB accredited
starting to see bookkeeping software develop the ability to take and Telleroo
initiate payments, and this is a trend that is likely to continue. Crezco

[Link] 15
Anti-Money Laundering (AML)

Overview How it Works

Anti-Money Laundering (AML) refers to the set of regulations and While different providers have different approaches,
procedures designed to prevent criminals from disguising illegally generally you should look for those that offer:
obtained funds as legitimate income.
1. Customer Due Diligence (CDD): This means verifying the
AML is seen as crucial in combating financial crime, including identity of clients, beneficial owners and understanding
terrorist financing and proliferation financing. For bookkeepers in their financial activities such as who they trade with.
practice, carrying out AML is a legal requirement, and bookkeepers
2. Politically Exposed Persons and sanction screening
play a key role in identifying and reporting suspicious activities.
3. A single hub to compile, keep and update your
AML software is generally designed to facilitate some of the key
client and firm risk assessments and checks
facets of compliance (such as identity checks), and to help in the
required administration and ongoing monitoring of clients. 4. Managing policy and procedures: An essential part of being able
to demonstrate your practices’s understanding and approach to
Note: ICB has a proprietary AML software that is provided
conforming to and executing the requirements of the regulations.
at no extra cost to its members.

Challenge for Bookkeepers

Practising bookkeepers are legally required to comply with AML
regulations alongside other key professional service providers such as
Pros
accountants and solicitors.. Given the constraints of time and resource, • Working with a dedicated piece of software
this often non-chargeable expense can create a noticeable overhead. provides a standardised approach
With limited resources the task of complying with AML regulations • Often the changing structure can be flexible to take into
can feel challenging and failing to adhere to these laws can result in account the frequency of new clients being onboarded
severe penalties, both legally and professionally.
• It helps demonstrate compliance, by
However, bookkeepers are perfectly positioned and trained to spot having everything in one place.
things like irregular transactions that might be linked to suspicious
activity. Effective client due diligence and ongoing monitoring can
be integrated seamlessly into the bookkeeper’s everyday work, and Cons
by really knowing the client, bookkeepers provide reassurance and
• Software providers often have solutions which are
security to both the client and themselves.
very different from each other, so it is important to
find one that covers exactly what you need.
The Problems it Solves • Special attention should be paid to any
ongoing monitoring charges
AML software helps bookkeepers by providing a framework to
identify and report suspicious financial activities, as well as provide
access to the core checks required at the start of an engagement and
at regular intervals throughout.

Lara says “Getting this done quickly and easily for both you and your
clients is essential. Also, don’t forget that you need to log your
risk assessments with ICB if you are a member and there’s
no requirement from them to have any additional software.”

The Future Directory

AML for bookkeepers is increasingly digital. With advancements Firmcheck Veriphy
in technology, there are more tools available to automate the
Smartsearch Xama
identification of suspicious activities. However, as criminals become
more sophisticated, bookkeepers will need to stay close to the Thirdfort
accounting data and source documents. Ongoing education,
knowing your client (KYC) and utilising technology will be key to
staying compliant and effective.

[Link] 16
Tax & Accounts Filing

Overview How it Works

Dealing with the tax reporting for clients is of increasing interest to many Tax calculations are based on income, expenses, deductions,
bookkeepers. With no further delays to MTD for Income Tax (MTD IT) and credits pulled from core data from the bookkeeping system.
anticipated, there is a significant opportunity to help the self-employed These templates within the system can be used to apply your
both stay on top of their obligations under quarterly reporting, as well technology knowledge to formulate the clients tax position.
effectively tidying up for the year-end tax position. This is on top of
After presenting and reporting to the client, they can usually
helping the majority of small businesses with their needs.
electronically sign and the system can file directly with HMRC
on your approval.
Challenge for Bookkeepers
Bookkeepers have tended to see tax as a service too far, preferring
to hand this work over to accountants even though most small
businesses affairs are fairly straightforward. To deal with effectively
further training and qualifications are required which while could be a
Pros
barrier does provide a significant area of service potential. • Time-saving automation: Minimising the need
for manual calculations, or interactions

The Problems it Solves • Improved compliance: Software remains

up to date with current legislation
• Automation: Automating accurate tax calculations,
form filling, and filing processes. • Enhanced client service: Offer clients more, and remove the
need to introduce another professional into the relationship
• Better experience for clients: Allows more of their
work to be done by their trusted bookkeeper, and • Generally inexpensive: Most tax software
reduces the need to introduce another relationship is general seen as keenly priced

• Client Communication: Providing clear and

concise tax reports and insights to clients. Cons
• Training and qualification: In order to be able
to confidently handle tax matters

• Needs of clients: Ensure that the needs of your clients match

the level of service you are able or wish to provide. This
can also impact the type of tax software you may need.

The Future Directory

There is a substantial opportunity being generated for bookkeepers BTC Sage Final Accounts
to become more involved with the tax reporting for their clients ICB accredited
FreeAgent Final Accounts
through MTD IT, and perhaps in the future with corporation tax.
ICB accredited TaxCalc
For clients with reasonably simple tax affairs, continuing the
ICB accredited
relationship with their bookkeeper rather than handing over to an IRIS Elements Tax
accountant is likely to be of interest in a bid to control costs and the ICB accredited Xero Tax
number of advisors they have to deal with. ICB accredited

[Link] 17
Payroll

Overview How it Works

Payroll software is an essential tool for bookkeepers who manage their • Employee Information: Storing standing data such
clients’ payroll processes. It automates the calculation and reporting as employee details, salaries, tax codes
of employee wages, taxes, and deductions, ensuring accuracy and
compliance with regulations. Payroll software varies significantly, and
• Time Tracking: Recording employee work hours,
including regular hours, overtime, and time off.
your choice should ultimately reflect the complexity and volume of
payrolls you run, as well as your preferred way of managing them. • Payroll Calculation: Automatically calculating
gross pay, taxes, deductions, and net pay.

Challenge for Bookkeepers • RTI Filing: Preparing and filing Real Time
Information (RTI) submissions to HMRC.
Managing payroll can be complex. It involves keeping track of new
and leaving employees, employee hours, calculating wages, PAYE • Reporting: Generating various payroll reports, such as
& National Insurance, pension contributions and relevant employee payroll summaries, tax costs, and employee payslip
benefits and allowances. Plus, sick leave, maternity/paternity pay and
variations in individual contracts on their allowances and benefits.
As with all elements of bookkeeping, good communication with the
client is at the cornerstone of success.
Pros
The Problems it Solves • Mature product set: Payroll has been digitised and most
specialist suppliers are seen as being ‘feature complete’.
• Automation: Automating repetitive tasks like
calculating wages, taxes, and deductions. • Cost effective: Generally payroll software is seen as offering
value for money and can be bought in a scalable way.
• Accuracy: Minimising human error in calculations.
• Compliance: Staying updated with the latest tax
laws and regulations to ensure compliance.
Cons
• Reporting: Generating detailed payroll reports • Few pure cloud options: Although many will provide cloud
enabled functionality (such as integrated client portals)
for clients, employees, HMRC and others
• Non-specialist suppliers need to be reviewed: Check to see
that the software is proportionate and sophisticated enough
for the payroll clients you have and intend to have in the future

• Support: Given the time-critical nature of payroll, ensure

that the supplier has an appropriately good service
level agreement, support structure and reputation.

The Future Directory

Payroll is likely to become increasingly cloud based as the BrightPay Intuit Quickbooks Payroll
well-established suppliers transition their technology. This should ICB accredited
Moneysoft
help reduce some of the risk and inconvenience of having software
Buddy
on specific machines and increase the ability to develop useful Sage Payroll
ICB accredited
integrations. It is likely that separate backups would still be advised
Staffology
and contingency for non-availability of software (through lack of FreeAgent Payroll
internet as an example). Xero Payroll
FreshPay

[Link] 18
Expense Management

Overview How it Works

Expense management software automates and streamlines • Receipt Capture and Storage: Easily captures and stores
the tracking, organising, and managing of business expenses. receipts digitally, reducing paper and risk of loss.
It enables bookkeepers to efficiently record, categorise,
and analyse expenditure, ensuring accurate financial records
• Data Entry Automation: Automatically imports and
categorises expenses from linked accounts.
and simplifying reimbursements.
• Expense Categorisation: Intelligently categorises
expenses based on predefined rules.
Challenge for Bookkeepers
• Approval Workflows: Streamlines expense
Keeping on top of out of hand expenses can rely on a number of approval with customisable workflows.
systems from paper sheets and Excel documents to emails and a
bag of receipts. This can create challenges around timeliness and • Reporting and Analytics: Generates detailed expense
completeness, as well as more manual tasks. reports and provides insights into spending patterns.

• Virtual/Physical payment cards: Some may

include cards for employee use that draw from a
The Problems it Solves separate ‘account’ or pre-charged wallet.
• Control for clients: Providing an easier way of staying
on top of what is owed to employees and remaining
in control of business expenditure in general

• Less manual data entry: Reducing the time

spent each month on collation Pros
• More engaged employees: Greater chance • Reduced end of month admin: Time-saving automation
of timely and more complete submissions and good integrations with bookkeeping software

• Streamlined reporting and reimbursement:

For payroll or entry into accounts

• Enhanced visibility into spending:

Helping clients to understand their expenditure

Cons
• Teaching clients how to use effectively: Still relies
on human users to use the tools effectively.

• Unwanted functionality: Ensure the product fits the intended use.

The Future Directory

For some self-employed clients expense management tools could Expend
be a useful introduction into what they may need to consider around
Expensify
MTD ITSA. For other clients, helping them to streamline employee
expenses could have a positive impact on staff, especially where Pleo
virtual or physical cards can be issued and there is none of their
Soldo
own cash to be reimbursed.

[Link] 19
 Get Started Today!

Home Performance Forecasting Reporting Chart of Accounts Drivers

Customer & suppliers Cash flow dashboard Profit & Loss dashboard Balance sheet dashboard

Edit in reporting

Cash flow dashboard

Cash coming into the business

Cash in from invoices Top invoices due INVOICE DATE DUE DATE HITTING CASH ON % OF OWED

5,000
£26,201 4 Jan ‘24 2 Jun ‘24 1 Feb ‘24 10%
£1,234 Unpaid invoices as of today
3,000 £37,605 2 Feb ‘24 6 Aug ‘24 3 Mar ‘24 9%
£129 Of this is late

£42,003 8 Feb ‘24 3 Sep ‘24 8 Apr ‘24 8%

£567 Predicted to come in (7 days) 1,000

UNPAID AVG MONTHLY £15,211 7 Apr ‘24 9 Oct ‘24 5 Jul ‘24 7%

Make use of instant cash flow forecasts.

35 days Average age of invoice INVOICES REVENUE

£54,887 5 Sep ‘24 7 Dec ‘24 9 Aug ‘24 6%

Accounts bringing in the most cash Customers who have paid the most
This month This month
ACCOUNT AMOUNT % OF CASH CUSTOMER NAME AMOUNT % OF CASH

£42,202 64% £63,122 54%

See the impact of your invoices & bills,

5,000 5,000
£33,121 45% £56,442 45%
£15,765 31% £53,528 38%

£13,686 23% 3,000 £38,177 35% 3,000

debtor days, and customers & suppliers

£12,144 19% £25,965 24%

£8,553 15% £21,112 18%

1,000 1,000
£6,141 11% £14,776 14%

on your cash flow.

£2,202 5% £11,877 11%
£1,155 3% £7,431 8%

£1,000 2% £4,975 4%

Budget: 2023 budget

01 Jan 2023 - 31 Dec 2023 Monthly view Open assistant

YESTERDAY
ALL BANK ACCOUNTS

Cash position

OCT 22 NOV 22 DEC 22 JAN 23 FEB 23 MAR 23 APR 23 MAY 23 JUN 23 JUL 23 AUG 23

Sales cash flow Cash flow view New prediction

2,000 2,000 2,000 2,000 2,000 37,300 39,105 32,863 36,005

Cash from sales

COLLAPSE ACCOUNTS DAYS TO PAY

Sales account 32 2,000 2,000 2,000 2,000 2,000 9,949 10,571 9,949 10,260
Make budgets in 3 ways; either
manually, duplicated from last year,
Auto-Prediction 1,000 1,000 1,000 1,000 1,000 9,949 10,571 9,949 10,260

Manual assumption 200 200 200 200 200 2000 2000 200 2000

or predicted based on your forecasts.

Sales account 32 2,000 2,000 2,000 2,000 2,000 9,949 10,571 9,949 10,260

Auto-Prediction 1,000 1,000 1,000 1,000 1,000 9,949 10,571 9,949 10,260

Manual assumption 200 200 200 200 200 2000 2000 200 2000

Search templates...
Monthly report pack
Templates

Widgets Portrait templates

Annual Health Balance Sheet

Check Comparison
Builder

Text

1 of 6 1 of 4

Landscape templates
Budget Vs Actuals Vs Forecast
Budget Vs Actuals Vs Forecast

Apr 22 May 22 Jun 22 Jul 22 Aug 22 Sep 22 This month vs budget FY vs LY

Sales
Group

Account
Group

Account

Accelerate the creation and

Costs

Apr 22 May 22 Jun 22 Jul 22 Aug 22 Sep 22 This month vs budget FY vs LY

Sales
Group 1 of 4
Account

Group
Account

Costs

Dashboard templates

delivery of your reports with Current Customer &

Supplier Performance
Executive Summary
HIGHLIGHTS OBSERVATIONS

automated reporting and a

Apr 22 May 22 Jun 22 Jul 22 Aug 22 Sep 22 This month vs budget FY vs LY
Sales
Group
Account

Group
Account

Costs

RECOMMENDATIONS

choice of over 60 templates. Add page

Bookkeeping

Overview How it Works

Bookkeeping software is the staple of the profession, As standard most will include:
and at the cornerstone of the movement away from
paper-based bookkeeping or Excel. • Sales invoicing: Ability to create and send invoices
Given the maturity of some products that have been in the market • Business expenditure: managing incoming
for a considerable time, clients have come to rely on them or have invoices from suppliers
created their own integrations which embed them into their business
• Bank feeds: Accept feeds from major
operations. “Users have the option of choosing bookkeeping banks to facilitate reconciliation
software that covers the majority of their needs in one, or to build out
functionality through integrations.” • Reporting: Generate standard reports
e.g. Profit and loss statements
Cloud technology has proved that working through a browser on any
device connected to the internet can provide significant advantages • VAT reporting and filing: Calculations and
around working flexibly, benefit from continuous development, submissions under MTD VAT.
integrations with other software, and subscription pricing rather than
• Integrations: Facilitating the passing of data to or from other
one off purchase or licence.
useful software such as Data Capture and Reporting Tools.

Challenge for Bookkeepers

Finding the right bookkeeping software is as much around
personal preference as it is functionality. In reality, most of this
category of software works in much the same way, however
Pros
differences are important to note. For example, the type of reporting
possible, what other software integrates with it, and who they • Choice exists: A range of software exists and choice can be
perceive their target user to be. important to enable the right fit for you and your clients.
The challenge also exists around getting clients to use it (properly) • Maturity of products: Even cloud options have
or move to your preferred provider. Some will willingly do as their existed for over 15 years, so the processes and
bookkeeper commands and others may be more reluctant to functionality are well understood and developed.
change. This may mean becoming proficient in a number of different
bookkeeping solutions. • Willingness to foster integrations: All major
providers have an integration strategy.

The Problems it Solves

As the heart of what a bookkeeper does, and as a repository of Cons
the core data that most accounting and tax processes rely on,
the primary problem solved is how to collate, organise, categorise
• Cost: Annual cost increases are now normal.
Getting a good deal in place is essential.
and report on the transactions in and out of the business.
However, different solutions may need to be considered depending • Integration Challenges: Some providers may choose to
have a tighter integration plan than others. It is wise to
on the nature and activity of the client. Charities, groups, franchises,
check if you need a specific integration to be in place.
very small sole traders, or complex manufacturing clients are all
examples where careful consideration may be required. Each provider
has strengths and weaknesses that may need to be understood in
order to provide the best outcome for you and your clients.

Lara says “The best system is one that meets your and your
clients’ needs. Offering to work with many systems can
be a drain on you personally as it requires staying on
top of all the updates and latest developments.”

The Future Directory

While this is a very mature area when it comes to software, it is also AccountsIQ Sage
an area where innovation continues at pace. AI has been heralded by ICB accredited
FreeAgent
a number of large providers as being core to their strategy over the ICB accredited Xero
next few years, while tighter integration with payments and payroll is ICB accredited
also likely to be a priority. Intuit QuickBooks
Xledger
Iplicit

[Link] 21
Data Capture

Overview How it Works

Data capture is the process of collecting and recording financial Data capture can be performed in several ways,
information from various sources, such as receipts, invoices, depending on the tools and systems in place:
and bank statements. For bookkeepers, accurate data capture is
crucial to maintaining up-to-date records and reducing the amount
• Scanning and OCR: Documents are scanned, and
OCR technology extracts the relevant data for
of manual data entry most welcome.
publication into a bookkeeping system.
Many tools have been developed to help in this process, often relying
on Optical Character Recognition (OCR) backed up by manual checks.
• Mobile Apps: Mobile apps can capture data on the
go by taking photos of receipts or invoices, which are
Being able to scan paper, or receive emails and attachments directly
then automatically processed and categorised.
from suppliers has enhanced the overall efficiency of this essential
process of capturing, extracting, categorising and publishing data. • Integration with bookkeeper software: Verify and
processing the data in data capture tools then allows for
easier publishing and reconciliation within the ledger.
Challenge for Bookkeepers
Bookkeepers often face the challenge of dealing with large amounts
of paperwork and digital records which need to be accurately captured
and recorded in accounting systems. While bookkeepers are trained and
highly skilled to do this, the actual physical process of manual data entry Pros
adds no specific value in itself. Data capture tools can provide a more
automatic way of speeding up the process and provide a ‘safe’ way for • Increased Efficiency: Automating data capture
reduces manual entry, saving time.
clients to still participate and play a role in the collation of data.
• Rules and automation: Ability to create rules that recognise and
treat invoices automatically helps to minimise repetitive tasks.
The Problems it Solves
• Speed up the process: By removing the total
1. Error Prevention: By implementing effective data capture reliance on clients to send in paperwork.
methods, bookkeepers can reduce the chances of mistakes.

2. Time Management: Automated data capture tools can save

time by streamlining the process, allowing bookkeepers
Cons
to focus on reviewing and analysing the data itself. • Costs: Ensure the cost structure suits your
requirements and that you are not overpaying for
3. Creating capacity: spending less time on manual
features or volumes that are not required.
data entry can increase the capacity to either take
more on, or increase the value of existing work. • Accuracy: Using data capture tools can increase accuracy
but safeguards should be in place to ensure that what is
being published is correct as per the scanned document
and that the transactions themselves are valid.

Lara says “You want a system that works at the speed that you do,
and you don’t want to be keying in information if you
don’t need to. These tools take away most of the
data entry and you can focus on the checking things
like VAT, tracking codes or departments.”

The Future Directory

The future of data capture is likely to involve greater use of artificial Apron Dext
intelligence and machine learning, further reducing errors and ICB accredited ICB accredited
improving the speed of financial data processing. OCR is already
Autoentry Hubdoc
starting to be replaced by more sophisticated AI algorithms. It is
hoped that this will in turn also help to reduce costs. Datamolino Lightyear

[Link] 22
Data Quality

Overview How it Works

Data quality tools help to ensure the accuracy, completeness, • Works with your cloud tools: Scanning client records
reliability, and relevance of data that bookkeepers and their clients from all the major bookkeeping software providers
rely on. Using software to check through and monitor records in the
most common bookkeeping software helps reduce the time in spotting
• Data Validation: Checking data for accuracy and completeness
anomalies and boost confidence in the figures reported. Several of the • Regular Audits: Reviewing data to identify
softwares allocate points of accuracy – offering the additional benefit inconsistencies or errors.
of measuring your own progress and benchmarking your team.

Challenge for Bookkeepers

Bookkeepers often face the challenge of managing large volumes Pros
of financial data from various sources and clients. This data can be
inconsistent, incomplete, or contain errors, especially if clients are also • Increased Accuracy: Reduces the likelihood of
time-consuming checks and reviews
submitting their own data, or there are issues with what the supplier
has submitted. These issues can lead to inaccurate records, be time • Time Savings: Focus time on the exceptions and queries only.
consuming to resolve, and at worst pass unnoticed.
• Increased confidence: A check and balance that can
underline the overall quality of the client record.
The Problems it Solves
1. Error Reduction: Ensuring data quality minimises the risk Cons
of errors and reduces the time spent on corrections.
• Initial Time Investment: Setting up systems to
2. Completeness: High-quality data supports ensure data quality can be time-consuming.
compliance, and means better reporting.
• Potential Costs: It is worth ensuring that the charging
3. Efficiency: Consistent and accurate data makes structure fits your needs and/or can be bought as
bookkeeping tasks smoother and faster a standalone tool if this is what you require.

The Future Directory

As bookkeeping increasingly becomes digital, the importance of Armalytix Xbert
data quality will only grow. Automated systems will handle more data, ICB accredited ICB accredited
but the need for accurate, reliable information will remain critical.
Dext Precision Xenon Connect
Just because something is digital it doesn’t automatically mean it is
ICB accredited ICB accredited
more correct. Data quality tools can help create both a safety net,
and a way of having the confidence to take on more work.

[Link] 23
Ecommerce

Overview How it Works

Ecommerce tools for bookkeepers are designed to simplify the • Sales Tracking: Recording sales data from multiple
complexities of managing financial data for clients who operate channels (online stores, marketplaces, etc.).
online stores or sell through online marketplaces These tools may
automate various aspects of bookkeeping, including sales tracking,
• Inventory Management: Tracking stock levels,
cost of goods sold (COGS), and inventory valuation.
inventory management, and financial reporting, specifically for
ecommerce businesses. • Financial Reporting: Generating ecommerce-specific
reports (sales reports, profit margins, etc.).

Challenge for Bookkeepers • Tax Calculation: Data for VAT calculations

Bookkeepers with ecommerce clients face unique challenges due to • Integration: Connecting with ecommerce platforms,
the high volume of transactions, the complex nature of working with payment gateways, and syncing with accounting software.
multiple sales channels, and the need to reconcile data from each one.
Manually managing this data can be time-consuming and complex.

The Problems it Solves Pros

• Automation: Automating data entry and reconciliation from • Time-saving automation
various ecommerce platforms and payment gateways.
• Reducing the complexity of getting hold
• Integration: Seamlessly integrating with popular of data from different sources
ecommerce platforms (Shopify, WooCommerce, etc.)
and accounting software. • Streamlined ecommerce bookkeeping processes
• Accuracy: Reducing errors through automated • Better insights into client’s ecommerce performance
data synchronisation and calculations.

• Efficiency: Streamlining sales tracking, inventory Cons

valuation, and financial reporting.
• Potential integration complexities
• Compliance: Monitoring and assisting with VAT reporting.
• Can be complicated to use
• Set-up time and robust testing must be factored in

The Future Directory

As ecommerce continues to grow, these tools are likely to A2X Link My Books
become even more sophisticated. We can expect to see
Dext Commerce Synder
advancements in AI-powered data analysis, fraud detection,
and predictive insights, further enhancing the efficiency and
value of ecommerce bookkeeping tools.

[Link] 24
Security

Overview How it Works

Security in bookkeeping is essential to both you and your clients Security tools are not often sold as a complete and comprehensive
in order to protect sensitive financial data from unauthorised solution, and you may need to consider a variety of different tools in
access, fraud, and cyber threats. Bookkeepers handle confidential order to cover all your needs. This might include tools such Password
information like financial transactions, payroll, and client details, controllers which help to limit the access to client and internal
making them gatekeepers of some of the most important information software, and Two (TFA) or Multi-Factor Authentication (MFA) Adds
in a business, but also a target for criminals. an extra layer of security by requiring multiple forms of verification.

But it might also include the ability to make Regular Backups, which
Challenge for Bookkeepers can help prevent data loss due to system failures or attacks.

Bookkeepers face increasing threats from criminals, particularly

cybercriminals who target financial data for theft or fraud. The
challenge lies in safeguarding this data while maintaining accurate
and efficient bookkeeping processes. With the rise in the use of
digital systems, the need for heightened security measures and
Pros
software has never been more critical. • Increased Client Trust: Secure systems
enhance reputation and client confidence.

The Problems it Solves • Reduced Risk: Lower risk of data breaches,

fraud, and financial losses.
• Data Breaches: Protects against unauthorised
access to sensitive financial data. • Compliance: Ensures legal and regulatory
compliance, avoiding fines and penalties.
• Fraud Prevention: Helps detect and prevent fraudulent activities.
• Minimise data loss: Making very regular or automating
• Compliance: Ensures adherence to legal backups can mean you getting back up and running
regulations, such as GDPR in the UK. quickly in the event of disaster or malicious attack
• Client Trust: Builds confidence with clients by
securing their financial information.
Cons
• Cost: Implementing and maintaining security is an
overhead that you hope never to need, but can be
viewed as an essential for all businesses.

• Complexity: Can add a layer of complexity to everyday

processes such as logging in to software.

• Ongoing checks: Requires regular updates,

training and vigilance to stay effective.

Lara says “From a business continuity perspective

having a secure place for all your passwords that can
be accessed in an emergency, is an added advantage
to the security offered by password managers.”

The Future Directory

As criminal and cyber threats evolve, the future of security for 1Password
bookkeeping will likely involve more advanced technologies such as
LastPass
AI-driven threat detection. Continuous education and adaptation will
be crucial for bookkeepers to stay ahead of potential risks. Investing Malwarebytes
in security tools and training will not only protect the firm today but
also prepares bookkeepers for the challenges of tomorrow.

[Link] 25
Software Directory
AML Data Quality Payroll Proposals
Firmcheck Armalytix Buddy and Onboarding
ICB accredited ICB accredited
Smartsearch Bright Propose
Approval Max BrightPay
Thirdfort Cone
ICB accredited ICB accredited
Veriphy GoProposal
Dext Precision FreeAgent Payroll
Xama ICB accredited Ignition
FreshPay
Xbert
Intuit Quickbooks Payrpoll
Banking ICB accredited Reporting Tools
Moneysoft
Xenon Connect Fathom
Metro
ICB accredited Sage Payroll
Mettle Futrli
Staffology ICB accredited
ICB accredited
Ecommerce Xero Payroll Joiin
Monzo
A2X
Starling Pulse

Tide
Dext Commerce Payments ICB accredited

Link My Books Airwallex Spotlight

Zempler
(formerly Cashplus) Synder Apron Syft
ICB accredited

Bookkeeping Expense Crezco Security

AccountsIQ Management Modulr 1Password

Expend Stripe LastPass

FreeAgent
ICB accredited Expensify Telleroo Malwarebytes
Intuit Pleo
ICB accredited
Soldo Practice Tax &
Iplicit Management Accounts Filing
Sage
ICB accredited Marketing & BrightManager BTC
ICB accredited
Xero
Communications FreeAgent Final Accounts
Capium
ICB accredited Client Window IRIS Elements tax
Client Engager ICB accredited
Xledger Mailchimp
Intuit QuickBooks Practice Sage Final Accounts
Manager ICB accredited
Data Capture IRIS Elements TaxCalc
Apron ICB accredited ICB accredited
ICB accredited
Karbon Xero Tax
Autoentry ICB accredited
Sage for Accountants
Datamolino Client Management

Dext Uku
ICB accredited
Xero XPM
Hubdoc

Lightyear

[Link] 26
 Step into the future of your
accounting firm

• Make smarter decisions using AI-powered

intelligent data analytics.

• Get work done faster with intelligent

task and workflow automation.

• Know your business with a

dynamic real-time view of
performance and rich insights.

• Get ahead with deeply

contextualised advise that’s
unique to your role.

3 Steps to be ready for

Sage Copilot

1 Register your interest in Sage Copilot

2 Sign up for free to Sage for Accountants

3 Add Sage Accounting plans for every type of client

 About ICB
ICB is the only UK professional body that
is dedicated to bookkeepers and the
bookkeeping community. We are here to
certify, supervise, support and connect
bookkeepers and provide a trusted
benchmark for the profession.

Membership comprises over 15,000

active members, students and apprentices
as well as more than 3500 practices.
ICB members are renowned for their high
professional standards, social influence
and supportive network. They’re passionate,
outspoken and have a voracious appetite
for new technology.

Find out more [Link]