Σ Vertical · Accounting practice

For accountants. Deadlines that don't miss.

Bookkeepers · self-assessment agents · VAT specialists · corporation tax · payroll bureaux · MTD ready. HMRC calendar auto-tracks every client's deadlines. Missing-docs chase runs on your schedule. HMRC letters drafted with case-law grounding.

Deploy accounting template Book Pro setup See accounting modules
The vertical config

The kernel · client-portfolio-centric.

Accounting kernel is a client-portfolio kernel. Each client is an entity (sole trader, Ltd, partnership, LLP). Each has filing deadlines (SA, VAT, CT, PAYE, CIS, iXBRL). Kernel encodes: client entity structure, accounting reference dates, HMRC accounts, VAT scheme, chase cadence per client, fee arrangement.

The AI won't file returns (never · that's you). It drafts, chases, calculates estimates, and drafts HMRC correspondence with FallBrief-grounded citations.

// accounting kernel · abridged
{
  "practice": {
    "name": "Ellis & Co",
    "aat_mip": "12345",
    "pi_insurer": "..."
  },
  "clients": [
    {
      "id": "foo_ltd",
      "name": "Foo Design Ltd",
      "entity": "limited",
      "ard": "31-03",
      "vat_scheme": "cash",
      "fees_gbp_year": 2400
    }
  ]
}
The tools

Verbs registered in the accounting template.

track_deadlines

Roll every client's SA / VAT / CT / PAYE dates into a single calendar.

Always auto

chase_docs

Message client for missing receipts / bank statements / P60 / etc.

Auto-low

draft_return

Populate SA/VAT/CT return from source docs. You review and file.

Suggest tier

estimate_liability

Rough estimate for client from current data. "You'll owe roughly £X".

Auto-low

draft_hmrc_letter

Draft response to HMRC letter with FallBrief-cited references.

Suggest tier

schedule_review

Book year-end review call with client based on ARD.

Auto-low

send_invoice

Annual or milestone fee invoice. Auto-chase configurable.

Auto-low

onboard_client

64-8 form draft, AML checklist, engagement letter draft, 3-2-1 setup.

Auto-med

flag_for_human

Complex tax question, ethics call, HMRC investigation. Always escalates.

Always available
The personas

Ten archetypes · typical client base.

Personas

  • Chaotic sole trader · receipts in a shoebox, always late
  • On-top-of-it Ltd Co director · deadline-plus-30-days early
  • Late filer · fines routine, needs firm hand
  • First-time freelancer · needs education, patience
  • Contractor (IR35-relevant) · needs status reviews
  • Landlord (Making Tax Digital) · property income declared
  • Small retail (VAT-registered) · Flat rate vs standard confusion
  • Ecommerce (multi-jurisdiction) · OSS/IOSS, complex
  • Growing agency · payroll + pension auto-enrol emerging
  • Semi-retired · minimal activity, needs light touch

Scenarios (weighted)

  • Missing docs (bank statement, receipt, P60) · 25%
  • Client question about tax owed · 15%
  • HMRC letter forwarded · 10%
  • Deadline reminder to client · 12%
  • New client inquiry · 8%
  • Fee question / invoice chase · 8%
  • Payroll change (new starter/leaver) · 5%
  • VAT registration query · 4%
  • MTD signup / setup · 4%
  • Complex tax question needing you · 5%
  • Referral thank-you · 4%
A day in the life

What the accounting autopilot does for you.

08:30 · Open FallHub. Deadline dashboard shows 7 clients with something due this week. 3 have all their docs (VAT drafts already prepped for review). 4 are missing something. AI has already sent tailored chase messages to each of the 4 based on their persona (chaotic vs. on-top).

10:00 · An HMRC letter arrived for Client Foo — a compliance check. AI drafted the initial response citing the correct HMRC manual reference (via FallBrief). You spot-check, tweak one line, sign, PDF.

11:30 · New client inquiry from web form. AI ran AML pre-screen (basic identity + source-of-funds check), drafted an engagement letter, sent a Calendly link for a 15-min intro call. You accept the meeting.

14:00 · Client asks "how much will I owe?". AI estimated from Q1-Q3 data plus a run-rate projection, wrote the reply in your voice with the ranges you'd typically give.

16:00 · One of your on-top clients sent last piece of missing paperwork. AI slotted it into the return draft, updated the estimate, told the client the number.

17:00 · Weekly review summary in your inbox: revenue collected, unpaid invoices, upcoming deadlines by client, hours saved vs manual chasing.

Modules commonly installed on accounting practices

The practice stack.

FallAccount

MIT
The bookkeeping engine. VAT, MTD, P&L, tax computations.

FallBrief

MIT
HMRC manual references, case-law citations, statutory drafting.

FallSecurity

MIT
GDPR + AML compliance. Client identity verification workflow.

FallCRM Elite

MIT
Client portfolio view. Deadline calendar. Signal timeline.

Botler

MIT
In-browser LLM for private draft work (tax comp is sensitive).

KardV5

MIT
Tax dispute paralegal, tribunal skeleton drafting for edge cases.
Deploy free · setup guide Book Pro setup Browse modules