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Description
Accounts Draft serves as a web-based AI toolkit tailored for accountants, bookkeepers, and firms specializing in accountancy. This innovative platform offers features that transform PDF bank statements into Excel formats, categorize transactions into appropriate accounting categories, and generate trial-balance data efficiently. Furthermore, users can pull details from invoices, perform comparisons between draft accounts and previous year’s financials, and compile audit working papers by selecting specific transactions and aligning them with relevant supporting invoices. The client-operations functionalities facilitate the creation of onboarding packages, which include KYC checklists, AML risk assessments, identification forms, engagement letters, and professional-clearance letters, all with company information automatically populated from Companies House. In addition to these features, the toolkit provides functionalities for preparing fee quotations, generating company-secretarial documents, and completing HMRC 64-8 authorization forms. Users benefit from the ability to download outputs in spreadsheet, Word, and PDF formats, allowing for seamless integration into their existing accounting processes. Overall, Accounts Draft enhances productivity and accuracy for financial professionals in managing their tasks.
Description
AccountsDesk is an online platform designed for Making Tax Digital in the UK, catering to businesses, self-employed individuals, landlords, agents, and accountants. It facilitates digital record management and submission processes for MTD VAT and Income Tax Self Assessment (MTD ITSA), which includes both quarterly updates and annual summaries. Users can link their accounts directly to HMRC, allowing them to assess their tax responsibilities and liabilities, as well as submit VAT returns and income tax data through the platform. The spreadsheet bridging feature enables users to maintain their current workflow by uploading their records, aligning pertinent data with tax-return fields, and transmitting it electronically. Additionally, the platform offers dashboards for tracking submissions and tax-related information, while also allowing agents and accountants to oversee multiple client accounts. Designed specifically for UK tax procedures, AccountsDesk supports various needs, including self-employment, UK property, and income from foreign properties. This comprehensive tool aims to simplify the tax process and enhance compliance for all users involved.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
£0
Free plan: £0, with access to the tools. Professional: £65 per month for unlimited tool usage and all features; includes up to 20 Post Router uses monthly (1,000 letters) and can be cancelled anytime. Team pricing is custom for multiple user seats; volume discounts and dedicated support are available.
Free Trial
No
Free Version
Yes
Pricing Details
£19.75/year
The first one-year term is free; thereafter, the charge is £19.75 per business per year. No credit card is required to sign up.
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Accounts Draft Limited
Founded
2025
Country
United Kingdom
Website
accountsdraft.com
Vendor Details
Company Name
AccountsDesk
Founded
2020
Country
United Kingdom
Website
accountsdesk.co.uk
Product Features
Accounting
Accounts Payable
No
Accounts Receivable
No
Bank Reconciliation
No
Billing & Invoicing
No
CPA Firms
No
Cash Management
No
Cryptocurrency Support
No
Expense Tracking
No
Fixed Asset Management
No
Fund Accounting
No
General Ledger
No
Government
No
Multi-Currency
No
Nonprofits
No
Payroll Management
No
Project Accounting
No
Purchase Orders
No
Tax Management
No
Product Features
Accounting
Accounts Payable
No
Accounts Receivable
No
Bank Reconciliation
No
Billing & Invoicing
No
CPA Firms
No
Cash Management
No
Cryptocurrency Support
No
Expense Tracking
No
Fixed Asset Management
No
Fund Accounting
No
General Ledger
No
Government
No
Multi-Currency
No
Nonprofits
No
Payroll Management
No
Project Accounting
No
Purchase Orders
No
Tax Management
No
Alternatives
Alternatives
No Alternatives
