Each of these is a real capability we design, build, and deploy — not a list of SharePoint features. We build the thing that makes it work for your business.
📁Client File Structure
A consistent folder structure for every client — Accounts, Tax Returns, Correspondence, HMRC, Payroll, and Working Papers. Created automatically when a new client is onboarded. Consistent across every client from day one.
📅Deadline Tracking
Metadata columns for key dates — year-end, accounts filing deadline, tax return deadline, VAT returns. Views that surface what's due this month, overdue, and what's been filed. No more spreadsheet chasing.
📝Engagement Letter Automation
Engagement letters generated from Word templates — populated with client name, service scope, fee information, and practice details from your client list. Consistent, professional, and produced in seconds.
🔄Year-End & Tax Workflow
Status tracking from accounts draft through review, client approval, and filing. Scheduled flows that update status, send reminders, and flag items that are behind schedule.
🤖Copilot AI Readiness
With proper metadata, sensitivity labels, and permissions in place, Microsoft Copilot can answer questions from your own documents — draft client correspondence, summarise previous year accounts, and find relevant precedents. We build SharePoint environments that are Copilot-ready by design.
🔐GDPR & Access Control
Client data separated by service area. Staff access restricted to the clients they work with. Audit logging enabled. Sensitivity labels on financial and personal data documents. Retention policies applied for HMRC and regulatory requirements.