AI Software for Accounting Practices
Manage your entire accounting practice with AI. TaxStats AI gives your firm client portals, multi-entity management, deadline tracking, workflow automation, and AI-powered tax research — all in one platform.
Built for UK accounting practices. From sole practitioners to 25-person firms.
Multi-Client Management
Manage all your clients from a single dashboard. TaxStats AI provides role-based access for your team. Partners, managers, and staff each see what they need. Switch between clients instantly and keep all work organised and audit-ready.
Client Portal
Give your clients a branded, secure portal where they can upload documents, respond to information requests, and communicate with your practice. TaxStats AI automatically classifies uploaded documents (receipts, invoices, bank statements, P60s) and extracts key data — reducing the back-and-forth that slows down engagements.
Deadline Tracking and Workflow Automation
Never miss a filing deadline again. TaxStats AI tracks Self Assessment, Corporation Tax, VAT, and Confirmation Statement deadlines for all your clients. Set up automated reminders, assign tasks to team members, and monitor progress across the practice. The AI flags approaching deadlines and incomplete work.
Practice Benchmarking
How does your practice compare? TaxStats AI benchmarks your KPIs — revenue per client, recovery rate, WIP days, debtor days, staff utilisation — against anonymised data from other practices. Identify growth opportunities and get AI-generated recommendations for improving efficiency and profitability.
“TaxStats AI has completely transformed how we handle tax returns. What used to take hours now takes minutes, and the accuracy is remarkable.”
— Senior Partner, Manchester Accounting PracticeEverything You Need
Client Portal
Branded portal for document upload, information requests, and client communication.
Multi-Entity Support
Manage multiple clients with role-based team access and permissions.
Deadline Tracking
Automated tracking of SA, CT, VAT, and CS deadlines across all clients.
Workflow Automation
Task assignment, progress monitoring, and automated reminders for your team.
Practice Benchmarks
KPI benchmarking against anonymised peer data with AI improvement recommendations.
CPD Tracking
Automatic CPD hour logging with certificates and annual report generation.
Frequently Asked Questions
How do accounting practices use TaxStats AI?
Practices use it as an AI workspace across their client base: document analysis, tax research with sources, working papers, client letters and deadline tracking — with client profiles that keep each engagement's context in one place.
Is client data kept separate and secure?
Yes — data is scoped per practice and per client, encrypted in transit and at rest, and never used to train AI models. You control which integrations (Xero, HMRC, open banking) each client connection uses.
Will AI replace my practice staff?
It replaces the re-keying, first-draft and lookup work, not the judgement. Practices typically redeploy the saved hours into advisory work — the AI produces the draft and the audit trail; your team reviews and signs off.
Transform Your Accounting Practice
Join practices across the UK using AI to work smarter. Free plan for sole practitioners.