Minns
    Practice management

    Practice management for UK accountants, with agents on the team.

    They take the chasing, the deadlines and the preparation off your desk. They remember every client, every quarter and every answer you have given. You make the final call.

    Talk to usJoin the waiting list

    Works with Xero and QuickBooks Online, Companies House and HMRC. VAT filing runs in HMRC's sandbox until our production credentials are granted.

    The team, this morning

    DeadlinesEvery client's statutory dates on one board

    14 due in the next 30 days

    Companies House · HMRC
    ChasersAsks each client for what is still out, in the firm's voice

    Drafting a chase to Mira Patel: records out 11 days

    GmailGmail
    AccountsKeeps the books and prepares the VAT return

    Q3 return ready: net VAT to pay £12,314.35

    XeroXero · HMRC
    Year endFRS 105 accounts from the trial balance

    Balanced. Members' copy and iXBRL ready for review

    XeroXero · Companies House

    The deadlines board, on example clients. Dates from Companies House, HMRC and the books; the status is where the firm has got to.

    Why Minns

    Three things other tools do not do.

    They remember
    Every fact is kept with the dates it was true, and nothing is overwritten. The agent knows a client's address last year and this year, and which return each belongs to. Tell it once, and your answer becomes a rule.
    The figures are real
    VAT boxes, the trial balance and the accounts are computed by a double-entry engine. The agent reads them and writes around them. It never invents a number.
    You sign, and it shows
    Nothing is filed, sent or released without a named person. The approval is checked against the exact figures you saw, and the record of who approved what, and when, is kept for your reviewer and your insurer.
    What they do

    Eight jobs, taken off your desk.

    Everything comes from the books and the registers, never from a guess. Preview means it is being switched on practice by practice with our design partners.

    • The deadlines board

      Every client's statutory dates on one board, from Companies House, HMRC and the books: accounts, confirmation statements, CT600, VAT, self assessment, PAYE, CIS, pensions.

      Dates from Companies House, HMRC's VAT obligations once connected, and the books.

    • Chasers that know where each client is

      Each morning, a chase drafted for every client whose records are still out, in the firm's voice, stepping up as the date nears.

      Drafts only. A person releases each one, and the board records when the client was last chased.

    • Onboarding with the AML trail

      Engagement letter, ID and verification, the risk assessment, the PSC check, the 64-8. Each step dated and signed by the person who did it.

      The trail is the practice's own record for the supervisor, kept with the client.

    • The VAT return, filed through MTDPreview

      The nine boxes from the books, to the penny. An approved return goes to HMRC through Making Tax Digital and the receipt is kept.

      Submitted with the fraud prevention headers HMRC requires, from an application registered on the Developer Hub. In HMRC's sandbox until production credentials are granted.

    • Year-end accounts from the trial balancePreview

      FRS 105 accounts from the trial balance: P&L, balance sheet, notes and statements, as PDF for the members and iXBRL for Companies House.

      The accounts refuse to render while the balance sheet is out or a nominal is unmapped. A problem is shown, not papered over.

    • Payroll dates and the CIS returnPreview

      PAYE, RTI, P60 and P11D dates for every employer. For contractors, the month's CIS300 from the subcontractor bills, with statements as PDF.

      Rates (gross, standard, unverified) from the scheme the firm records for each client.

    • A portal for every client

      Clients see their dates and what you are waiting for, send records, ask questions, and approve the return and accounts that are theirs.

      The agent drafts answers to a client's questions. The firm releases them.

    • Books pulled from Xero and QuickBooksPreview

      The ledger read through your connection and kept current. Bank lines explained, the VAT draft and the month-end review come out the other side.

      A demo company with a quarter of books and planted faults, so a practice sees the engine work before connecting.

    The use case: a weekday at the practice

    In the order it happens.

    One client's VAT quarter, from the morning job to the receipt from HMRC. The agent prepares and drafts; people release, approve and file.

    1. 08:00

      The deadlines job runs

      The agent reads the board for every client. Records still out with a date inside the window become chases, one per client, on the ladder the firm set. Client questions from the portal become draft answers, each specific to that client's books.

    2. 08:40

      A partner opens the board

      Thirty days out, what is in, what is prepared, what waits for approval. The chases sit as drafts under each client. Three are released with one press; one is held because the client called yesterday.

    3. 10:15

      A client answers through the portal

      The bank statement and a folder of receipts arrive against the VAT obligation. The board counts them as new from that client, the record is marked seen, and the obligation moves to records in.

    4. 11:30

      The return is prepared

      The books engine reads the quarter and gives the nine boxes. The agent writes the note for the file: what moved since last quarter, the two bank lines it could not place and who it asked. The obligation is marked prepared.

    5. 14:05

      Approved by name, then filed

      The partner approves the return, from the figures they saw. The control plane submits it through HMRC's MTD API with the headers HMRC requires, keeps the receipt and the form bundle number, and the board shows it filed.

    6. 16:00

      The client sees it too

      In the portal the quarter reads filed, with the date and the amount due by the seventh. The question they asked at ten has its answer, released by the firm after a read.

    The return as the approver sees it. The nine boxes are the books engine's, to the penny. The approval and the receipt are the two lines a reviewer looks for.

    Why a partner lets it near a filing

    The controls are the product.

    An agent with access to a practice's books and HMRC is an incident waiting to happen unless the controls are built in. These are.

    Nothing is filed without a named person

    A submission to HMRC, a release to a client, a chase sent: each waits for a named approver. An approval checks the page, the control and the figures it was given against what the approver saw, so a return that changed since cannot go out on an old approval.

    Figures come from the engine, never the model

    VAT boxes, the trial balance, the CIS deductions and the accounts are computed by the books engine. The agent reads them, explains them and drafts around them. It does not invent a number, and a value the books do not hold is shown as missing.

    Secrets, cards and the audit trail

    Companies House keys, HMRC tokens and bookkeeping credentials stay in the control plane and never reach an agent, a prompt or a workspace. Card numbers are hidden wherever they appear. Every action is logged with who approved it and when.

    The agent may

    • Read the board, the books, the registers and the firm's own guidance library.
    • Mark a client's records requested, in, or prepared.
    • Draft a chase, a letter, an answer to a client's question, a note for the file.
    • Prepare the VAT return and the accounts from the engine's figures.

    Only a named person may

    • Release a chase or an answer to a client.
    • Approve a return or a set of accounts, and so let it be filed.
    • Mark anything approved or filed.
    • Connect the firm's HMRC agent services account, or change a client's references.
    Getting started

    Four things, then the board fills itself.

    1. 01

      Connect the books

      Xero or QuickBooks Online through the firm's connection. The control plane pulls the ledger and keeps it current. No bookkeeping yet? Start on the demo company.

    2. 02

      Add the clients

      Company number, VAT registration and stagger, PAYE and accounts office references, the CIS scheme. Companies House fills in the rest: officers, PSCs, the filing dates.

    3. 03

      Invite the clients

      Each client's people get the portal by email. They see their dates, send records, and approve what is theirs. The firm sees what came in, from whom, and when.

    4. 04

      Authorise the filing

      For VAT, the firm's HMRC agent services account is connected once. Returns are submitted from it, each on a named approval. The practice's own Developer Hub application is entered by the minns operator.

    Questions a practice asks first

    Straight answers.

    Does the agent ever file something on its own?
    No. A VAT return, a chase to a client, a released answer: each waits for a named person in the firm. The approval is checked against the exact figures and page the approver saw, so nothing goes out on an old approval.
    Where do the numbers come from?
    From the books engine, which computes the VAT boxes, the trial balance, the CIS deductions and the accounts from the ledger. The language model reads those figures and writes around them. It never produces a figure of its own.
    Which bookkeeping systems does it work with?
    Xero and QuickBooks Online today, pulled by the control plane through the firm's connection. There is also a demo company with a quarter of books and planted faults, so a practice can see the engine work before connecting anything.
    What do our clients see?
    The firm. A client's people sign in to a portal that shows their dates, what the firm is waiting for and the questions they asked. They send records and approve the VAT return and the accounts that are theirs. The agent is the firm's, not theirs.
    What does the firm need to start?
    A Companies House API key, the Xero or QuickBooks connection, and for VAT filing the firm's HMRC agent services account. The HMRC application itself is registered on the Developer Hub and entered once in the admin console.
    Does it replace our practice software?
    It works beside it. It reads the books, keeps the board and the trail, drafts the letters and prepares the filings. It writes to HMRC only on an approval, and the accounts and returns it produces can be taken into whatever the firm files with today.

    Put the agents on your client list.

    Tell us about the practice: how many clients, which books, who approves. We set it up on the demo company first, then on yours.

    Talk to usSee the pricing