The client management system behind every Tax Accountant practice
Prade takes a new client from first enquiry to signed, AML-checked and engaged — then runs the work: documents, deadlines, tasks and a client portal. One system, one standard, across the whole network.
- Quote sentYou
- Accepted & e-signedClient
- Details & ID uploadedClient
- AML check approvedYou
- Client created · letter issued · login set upPrade
Six steps. One approval. Nothing missed.
Every new client in the network goes through the same pipeline, so no work starts without a signed quote and a checked ID.
Enquiry
Arrives from your practice website or you add it in seconds.
YouQuote
Tick the services; prices fill in from the Tax Accountant price list.
YouAccept & sign
Client opens a private link, reads the terms and e-signs.
ClientDetails
They enter their own UTR, NI number and addresses — once.
ClientID upload
Photo ID and proof of address, straight from their phone.
ClientYou approve
Review the documents side by side, record the check, approve.
Your decisionApproval creates the client record, issues the engagement letter, sets up the client's login and seeds the first tasks — automatically.
Everything hangs off the client record
Quotes & engagement letters
Pick services from the network price list; the quote, fee schedule and Tax Accountant engagement letter are generated and e-signed in one go.
AML approval gate
ID and proof of address checked against the form with a four-point checklist, risk rating and reviewer note — the audit trail your supervisor expects.
Client portal
Clients log in to upload bank statements and P60s, download drafts and see exactly what you're waiting on.
Tasks & deadlines
Self Assessment, VAT quarters and MTD updates tracked per client, with reminders that go to the right person.
Companies House & HMRC ready
Pull company details and filing dates by company number; built to connect to HMRC agent services as access is granted.
One brand, one standard
Every client-facing page carries the Tax Accountant brand, the network's terms and the network's price list — so clients get the same experience at every practice.
Built for the network, not for sale
Prade isn't available to other accountants. It's provided to Tax Accountant franchisees as part of the franchise, maintained centrally, and updated for the whole network at once.
- Each practice has its own secure workspace — no other practice can see its clients
- Onboard a new client in under ten minutes
- AML records kept the way supervisors expect
- Client documents stored securely in Prade, never in email
- Works on a phone — for you and for your clients
- Backups, updates and security handled centrally by Tax Accountant
Want Prade for your practice? Join the Tax Accountant franchise.
Prade comes as part of the Tax Accountant franchise package, along with the brand, the client enquiries and the support of the network. If you're an accountant looking to grow, we'd like to hear from you.