Solutions / Accountants
Year end starts when the records arrive.
Year ends, VAT quarters, payroll changes, new businesses coming on board. The same questions, to every business you look after, four times a year. Docsroom asks once, chases for you, and keeps the score.
- AFArdley Foods3 overdue
- CLCarter & Lowe6 awaiting
- MDMarlow DentalEverything in
What a year end waits for
Save your year end as a template, start it for one of the businesses you look after, and the whole list is drafted under its name. Split it between the director and whoever keeps the books, then send it.
- Bookkeeper · Tom Ellis
- UploadBank statementsTETom EllisEmmain 3 daysComplete
- UploadAsset invoicesTETom EllisEmmain 5 daysComplete
- QuestionQueried itemsTETom EllisEmmain 7 daysReady to check
- UploadPayroll year endTETom EllisEmmain 9 days2 files sent
- Director · Sarah Kelsall
- UploadLoans and HPSKSarah KelsallEmmain 11 days1 file sent
- FormDirector’s accountSKSarah KelsallEmmatomorrowComplete
- QuestionStock figureSKSarah KelsallEmmain 3 daysAwaiting reply
- ApprovalDraft accountsSKSarah KelsallEmmain 5 daysAwaiting reply
An illustration. The names are made up.
The packs that come round again
Year end, with the yes on record
A pack with due dates, split between the director and the bookkeeper. The approvals for the accounts and the tax return sit at the bottom of the same list, so nothing is filed without a yes on record.
VAT, two weeks early
Send the checks two weeks before the deadline. The draft return joins the list once the others are answered, and the approval is a button, not a sentence in a reply.
Onboarding, identity first
Identity documents, UTRs, the previous accountant’s details and the engagement letter to approve, with the identity items high priority. Photo ID comes straight in from a phone.
The pictures are illustrations. The names are made up.
Built inside a firm, for the businesses it looks after
Docsroom started inside an accountancy firm, before it became a product for anyone who needs documents from other people. Every feature exists because a real thread went wrong: the request that got lost, the bank statement that arrived on WhatsApp, the reminder nobody sent.
- Packs that mirror your working papers
- A download, by request, for your file
- A trail for when a director says they sent it
- UploadBank statementsReminder sent
- ApprovalEngagement letterReminder sent
- UploadVan mileage logReady to check
The next quarter raises itself
A VAT pack is the same nine questions every quarter. Roll it forward and this quarter’s comes back as a draft, empty and ready to send, with last quarter’s answers still on the record beside it, so whoever answers can see what they told you in March.
- JulJune quarterComplete
- OctSeptember quarterScheduled
What this is not
Docsroom collects the records and keeps the dates. It is not bookkeeping software, it does not file anything with HMRC or Companies House, and it does not prepare the accounts. It sits in front of whatever you already use, so the work starts with everything to hand rather than four emails short.
Try it on your longest thread.
Free for 14 days, no card. Build the pack in ten minutes and see what comes back.