This platform has so many advantages and benefits, but the largest initial benefit is the ability to see and action on all your clients’ QuickBooks data in one place. The use of Intuit AI enables meaningful efficiency gains and the ability to detect and ask questions to diagnose anomalies found in the data faster than before.
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Whatever your practice or client needs, there is a plan for you.
Plans made for accounting professionals like you
We’ve got you covered with solutions to fit your unique practice and client needs.
Get discounted QuickBooks subscriptions for your clients
Save 50% on QuickBooks Online when you manage the subscription billing for your clients. Or talk to us about licence package options and payroll discounts on 0808 168 9533.
- Pre-file checkwith VAT AI
- Chat for instant insightsBETALimited queries per month
- Delegate tasks to AIBETA
- Categorises transactions
- Making Tax Digital for IT submission checks
- Making Tax Digital for VAT readyPrepare and submit VAT and Income Tax in line with Making Tax Digital regulations.
- Run payroll and manage workforce (paid add-on)
- Receipt capture & mileage trackingWe’ll extract data from receipt photos and upload the details while also auto-tracking your mileage so you can easily separate business and personal trips to maximise tax deductions.
- Invoice and get paid**Accept credit cards and bank transfers in the invoice with QuickBooks Payments, get status updates and reminders.**
- Making Tax Digital for IT readyHMRC-recognised Making Tax Digital software takes the hassle out of Income Tax and helps you stay compliant.
- Chat for instant insightsBETALimited queries per month
- Delegate tasks to AIBETA
- Manage multiple currenciesRecord transactions in other currencies without worrying about exchange rate conversions.
- Track employee timeEnter employee time by client/project and automatically add it to invoices.
- Get customer referrals, feedback, work requests and schedule appointmentsCapture referrals, testimonials, feedback, and work requests from your customers.
- Finds and fixes errorswith Accounting AI
- Sources leads, helps follow upwith Customer AI
- Chat for instant insightsBETALimited queries per month
- Delegate tasks to AIBETA
- Manage inventoryTrack products, cost of goods, see what’s popular, create purchase orders, and manage vendors.
- Plan budgetsCreate budgets with real-time data you can collaborate with your team on.
- Track project profitabilitySee how every project is tracking, so you can control costs and maximise profit.
- Track classes and locationsMeasure which products, services, and locations are generating the most revenue for your business—and which can be optimised to perform better.
- Pre-fills details to start work fasterwith Project Management AI
- Gives tailored financial insightswith Finance AI
- Chat for instant insightsBETALimited queries per month
- Delegate tasks to AIBETA
- Create custom reportsBuild and save reports that are tailored to your business needs.
- Customise access by roleCreate and manage users and pre-defined roles, assigning them specific access levels to various areas of QuickBooks.
- Send batch invoices and expensesCreate invoices, enter, edit, and send multiple invoices faster.**
- Automate workflowsSave time and mitigate risk with automated workflows and set reminders for improved cash flow and more.
- Sync data from ExcelSeamlessly send data back and forth between QuickBooks Online Advanced and Excel for more accurate business data and custom insights.
- Backup and restoreContinuously and automatically back up your changes, restore a specific version of your company, and view version history.*
- Premium support & trainingFront-of-the-line support over phone and chat.
Intuit Intelligence
Accounting
Expenses
Sales and Get Paid
Customer Hub
Time
Project Management
Inventory
Business Intelligence
Connected Platform
- Categorises transactions
- Making Tax Digital for IT submission checks
- Chat for instant insightsBETALimited queries per month
- Delegate tasks to AIBETA
- Receipt capture & mileage trackingWe’ll extract data from receipt photos and upload the details while also auto-tracking your mileage so you can easily separate business and personal trips to maximise tax deductions.
- Invoice and get paid**Accept credit cards and bank transfers in the invoice with QuickBooks Payments, get status updates and reminders.**
- Making Tax Digital for IT readyHMRC-recognised Making Tax Digital software takes the hassle out of Income Tax and helps you stay compliant.
- Pre-file checkwith VAT AI
- Chat for instant insightsBETALimited queries per month
- Delegate tasks to AIBETA
- Making Tax Digital for VAT readyPrepare and submit VAT and Income Tax in line with Making Tax Digital regulations.
- Run payroll and manage workforce (paid add-on)
- Making Tax Digital for IT readyHMRC-recognised Making Tax Digital software takes the hassle out of Income Tax and helps you stay compliant.
Intuit Intelligence
Accounting
Expenses
Sales and Get Paid
Customer Hub
Time
Project Management
Inventory
Business Intelligence
Connected Platform
- Making Tax Digital for IT readyHMRC-recognised Making Tax Digital software takes the hassle out of Income Tax and helps you stay compliant.
- HMRC-recognisedHMRC-recognised payroll software for online PAYE reporting.
- Automatic calculationsLet QuickBooks do the maths with automatic tax, National Insurance, overtime, bonus, student loan and pension contribution calculations.
- Automatic tax code updatesWith the QuickBooks tax code notification feature, benefit from automatic updates to employee tax codes without the need to manually apply them. We’ll show you what’s changed.
- Automatic FPS filings to HMRCWithin QuickBooks, benefit from enabling automatic updates to submit your Full Payment Submission (FPS) to HMRC.
- Statutory pay calculationsCalculates statutory maternity, paternity, neonatal care and sick payments.
- Automatic pension submissions with NESTCalculates deductions and automatically sends pension contributions to NEST.
- Pay employees weekly, 2 weekly, 4 weekly and monthlyPay salaried and/or hourly staff based on pay schedules that work for your business. Weekly, Monthly, 2 weekly, 4 weekly.
- Automatic pay runsExpedite payroll by setting automatic pay runs for directors or salaried employees - we’ll let you know if you need to take any action.
- Payslip creation and distributionEmployee payslips are automatically produced for each pay run. Download, send via email, and/or allow employees to access via the employee portal.
- Submits RTI to HMRCSubmits Real-Time Information (RTI) to HMRC with every payroll, making compliance effortless.
- Pension auto-enrollmentAssess and auto-enroll employees in pension schemes.
- Multiple pension scheme supportPension schemes can be set up within QuickBooks, including different pension schemes for employees.
- Automatic journal creationCreated automatically at the end of each pay run, we post your payroll costs to QuickBooks.
- Employee portalEmployees can access Payslips and P60s to alleviate employer admin.
- Document upload and sharingEmployers can upload documents and share directly with employees.
- Reports CIS SufferedCreate and submit Construction Industry Scheme (CIS) returns directly to HMRC.
- ReportingP32, Gross to net, P11, Employee Details, Pension reports.
- HMRC-recognisedHMRC-recognised payroll software for online PAYE reporting.
- Automatic calculationsLet QuickBooks do the maths with automatic tax, National Insurance, overtime, bonus, student loan and pension contribution calculations.
- Automatic tax code updatesWith the QuickBooks tax code notification feature, benefit from automatic updates to employee tax codes without the need to manually apply them. We’ll show you what’s changed.
- Automatic FPS filings to HMRCWithin QuickBooks, benefit from enabling automatic updates to submit your Full Payment Submission (FPS) to HMRC.
- Statutory pay calculationsCalculates statutory maternity, paternity, neonatal care and sick payments.
- Automatic pension submissions with NEST & SMARTCalculates deductions and automatically sends pension contributions to NEST and Smart Pensions.
- Pay employees weekly, 2 weekly, 4 weekly and monthlyPay salaried and/or hourly staff based on pay schedules that work for your business. Weekly, Monthly, 2 weekly, 4 weekly.
- Automatic pay runsExpedite payroll by setting automatic pay runs for directors or salaried employees - we’ll let you know if you need to take any action.
- Payslip creation and distributionEmployee payslips are automatically produced for each pay run. Download, send via email, and/or allow employees to access via the employee portal.
- Submits RTI to HMRCSubmits Real-Time Information (RTI) to HMRC with every payroll, making compliance effortless.
- Pension auto-enrollmentAssess and auto-enroll employees in pension schemes.
- Multiple pension scheme supportPension schemes can be set up within QuickBooks, including different pension schemes for employees.
- Automatic journal creationCreated automatically at the end of each pay run, we post your payroll costs to QuickBooks.
- Employee portalEmployees can access Payslips and P60s to alleviate employer admin.
- Document upload and sharingEmployers can upload documents and share directly with employees.
- Reports CIS SufferedCreate and submit Construction Industry Scheme (CIS) returns directly to HMRC.
- ReportingP32, Gross to net, P11, Employee Details, Pension reports.
- Time trackingTrack billable hours with ease.
- Employee accessGive your team access to record hours, request time off, and more.
- Job and shift schedulingBuild schedules, and assign jobs and shifts.
- Mobile appEmployees can enter time, view schedules, and clock in from the app.
- HMRC-recognisedHMRC-recognised payroll software for online PAYE reporting.
- Automatic calculationsLet QuickBooks do the maths with automatic tax, National Insurance, overtime, bonus, student loan and pension contribution calculations.
- Automatic tax code updatesWith the QuickBooks tax code notification feature, benefit from automatic updates to employee tax codes without the need to manually apply them. We’ll show you what’s changed.
- Automatic FPS filings to HMRCWithin QuickBooks, benefit from enabling automatic updates to submit your Full Payment Submission (FPS) to HMRC.
- Statutory pay calculationsCalculates statutory maternity, paternity, neonatal care and sick payments.
- Automatic pension submissions with NEST & SMARTCalculates deductions and automatically sends pension contributions to NEST and Smart Pensions.
- Pay employees weekly, 2 weekly, 4 weekly and monthlyPay salaried and/or hourly staff based on pay schedules that work for your business. Weekly, Monthly, 2 weekly, 4 weekly.
- Automatic pay runsExpedite payroll by setting automatic pay runs for directors or salaried employees - we’ll let you know if you need to take any action.
- Payslip creation and distributionEmployee payslips are automatically produced for each pay run. Download, send via email, and/or allow employees to access via the employee portal.
- Submits RTI to HMRCSubmits Real-Time Information (RTI) to HMRC with every payroll, making compliance effortless.
- Pension auto-enrollmentAssess and auto-enroll employees in pension schemes.
- Multiple pension scheme supportPension schemes can be set up within QuickBooks, including different pension schemes for employees.
- Automatic journal creationCreated automatically at the end of each pay run, we post your payroll costs to QuickBooks.
- Employee portalEmployees can access Payslips and P60s to alleviate employer admin.
- Document upload and sharingEmployers can upload documents and share directly with employees.
- Reports CIS SufferedCreate and submit Construction Industry Scheme (CIS) returns directly to HMRC.
- ReportingP32, Gross to net, P11, Employee Details, Pension reports.
- Time trackingTrack billable hours with ease.
- Employee accessGive your team access to record hours, request time off, and more.
- Job and shift schedulingBuild schedules, and assign jobs and shifts.
- Mobile appEmployees can enter time, view schedules, and clock in from the app.
- Geofencing technologySee who's on the worksite and when with GPS tracking.
- Project-based collaborationAdd notes within a project to keep everyone in the loop.
- Track projects with detailed reportsSee project estimates vs. actuals and see profitability by job.
Talk to us about licence package options and payroll discounts on 0808 168 9533.
Need help deciding?
Our product experts are here to answer your questions and help you choose the right plan(s) for your clients.
0808 168 4296
9.00am - 5.30pm Monday - Friday or request a callback
Frequently asked questions
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