01
Recurring client processes
Build repeatable processes for VAT, payroll, year-end and self-assessment, assign owners and track every stage.
InsightOS solutions
Practice management software that keeps your accountancy team, clients and deadlines in one place
InsightOS gives UK accountancy practices one workspace for client jobs, staff records, CPD and training, recurring deadlines and internal communication, so partners can see where every piece of work stands.
Connected operations
01
Recurring client processes
Build repeatable processes for VAT, payroll, year-end and self-assessment, assign owners and track every stage.
02
Team capacity and absence
Staff records, holiday, sickness and working patterns alongside the work they are assigned to.
03
CPD and compliance training
Create training documents and quizzes for AML, GDPR and technical updates and keep completion records audit-ready.
One operating view
The operational gap
Practices juggle recurring deadlines, growing teams and client expectations across too many systems.
Year-end accounts, VAT returns, payroll runs and self-assessment all have their own calendars. When job tracking lives in one tool, staff records in another and training certificates in a shared drive, it is hard to see capacity and risk together.
InsightOS brings recurring processes, task ownership, team availability and training records into one system, so a January deadline rush or a staff absence is visible before it becomes a problem.
How InsightOS helps
Run client work and your own practice from the same system.
02
Team capacity and absence
Staff records, holiday, sickness and working patterns alongside the work they are assigned to.
03
CPD and compliance training
Create training documents and quizzes for AML, GDPR and technical updates and keep completion records audit-ready.
04
Client communication and documents
CRM, contracts, engagement letters and VAT invoicing with a help desk for client queries.
Common questions
Frequently asked questions
Is InsightOS a replacement for accounts production or tax software?
No. InsightOS manages the practice itself: jobs, deadlines, people, training, communication and client administration. It sits alongside your accounts production, tax filing and bookkeeping software.
Can we track recurring deadlines for every client?
Yes. Processes can be set up once and repeated monthly, quarterly or annually, with each stage assigned to a team member and visible on Kanban and Gantt views.
How do we evidence AML and CPD training?
Training documents and quizzes record who completed what and when, giving you a simple audit trail for your supervisory body.
What does it cost for a practice of 12 people?
After the 1 month trial, 12 users would be £600 per month with every feature included. 1-month free trial for up to 10 users, no credit card required, then £50 per user per month, billed monthly.
Your next step
See whether one connected workspace is right for your team.
Explore InsightOS pricing or review where disconnected tools may be adding unnecessary software cost to your operation.