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People & rationale
Retain customer-owned relevance decisions, roles, review history and source versions.
For UK tax, accountancy & payroll practices · from £19 a month · 7-day free trial
Keep the reasoning.Keep the evidence.Keep reviews on track.
A shared internal register for firm identity, people decisions, condition evidence and practice changes. Record what you reviewed, who reviewed it and the guidance you relied on.
Customer-ownedYour practice makes every relevance decision.
Source-linkedEach decision keeps the guidance version used.
Private evidenceHeld privately for your practice.
Real product screens, shown with example data.
What it does
Four records. One defensible trail.
Built around how a practice actually reviews its own position: decisions, evidence, change and independent sign-off.
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Owned evidence
Connect conditions to accountable owners, necessary documents and your internal review dates. Review dates are tracked and highlighted in the register and on your overview; email alerts are not available yet.
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Internal assurance
Prepare an independent review and archive the evidence relied on at sign-off.
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Change events
Role and service changes open review tasks assigned to an owner with a due date.
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Source library
Keep HMRC and legislation references as versioned sources, with a content hash.
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Audit history
Every change is recorded with who made it and when, and you can download the history as CSV or export your whole register for your own files.
Inside the product
From first record to signed-off review
Workspace
A single view of people, conditions, assurance cycles and change events.
People register
Record relevance decisions with your rationale and the source version you relied on.
Conditions & evidence
Give every condition an owner, a review date and private evidence.
Change events
A role change opens a review task, so decisions never go quietly stale.
Internal assurance
Independent review and sign-off against a frozen evidence snapshot.
People register
Conditions & evidence
Change events
Internal assurance
An independent review, on the record
Readiness is your own governance workflow. Sign-off is bound to a frozen snapshot, so what was reviewed is what was signed.
1
Draft
Author assembles the cycle and period.
2
Snapshot
Records and evidence are frozen and hashed.
3
Independent review
A different member reviews the snapshot.
4
Sign-off
Requires two-factor and a recent password check.
5
Archive
Export the evidence pack for your files.
Honest scope
Your practice makes the judgement
This service supports workflow and evidence. Internal assurance is your governance process; it is not presented as a mandated annual HMRC filing.
What it gives you
- Decisions with rationale and source version
- Owners and review dates you set
- Private evidence storage
- Independent review and signed snapshots
What it does not do
- Classify people or give tax or legal advice
- Submit registrations or notify HMRC
- Store Government Gateway credentials
- Record convictions or personal tax details
7register sections
5step assurance chain
2people on every sign-off
0credentials stored
PricingUp to 5 people 6 to 15 people 16+ people
From £19 a month
Priced by the people you record in scope. Every plan includes every feature.
£19 / month
For the smallest practices.
£39 / month
Most growing practices.
£39 + £2 / extra person
Cost per person falls as you grow.
Prepare your practice record
Start with a clear record of decisions, evidence and reviews. From £19 a month, with a 7-day free trial (card required, cancel any time before it ends).
Create an account → See pricing