Agent profile
Save practice contact details, filing settings, payslip text and charge configuration in dedicated tabs.
Multi-client organisation
More clients.
Less hunting.
A dedicated practice area for agent settings, client records, schedules, charges, forms, exports, transfer packs and CIS work.
Agent workspace
Keep recurring bureau work together.
Client operations
View employer lists, pay schedules, payslip counts and client-level actions from one agent hub.
Charges and invoices
Prepare charge settings and invoice exports using saved practice and client activity.
Client transfer
Create a structured transfer backup when payroll responsibility moves between teams.
Forms and packs
Prepare new employee, subcontractor, employer and FBI2 authority working documents.
RTI batch preparation
Assemble batch evidence from outstanding runs while live transmission stays locked.
Construction Industry Scheme
Contractor records and statements.
Subcontractors
- Identity and verification fields
- Stored subcontractor records
- Subcontractor list export
- Verification statement draft
Payments
- Labour and material values
- Deduction calculation foundation
- Stored payment history
- Payment and deduction statements
Period reporting
- Pay details and totals
- Annual and quarterly statements
- Invoice and export foundations
- CIS300 draft preparation
Live CIS status: online verification and CIS300 submission still require the real HMRC connection, official validation and recognition. The current product produces local records and working drafts.
Practice control
A repeatable client cycle.
- 1Organise clients
Maintain employer files, schedules and practice details.
- 2Process consistently
Use the same review and finalisation steps for each payroll.
- 3Produce packs
Create payslips, reports, counts, forms and transfer evidence.
- 4Track filing readiness
Identify outstanding RTI work without manufacturing acceptance.