Self Assessment
Returns from the client's own spreadsheet, whatever its layout, with a cell reference behind every figure.
Practice platform for UK accountants
One accountant can run the whole practice
UpBasis prepares, checks and chases the work for every client, then puts it in front of you ready to review. You approve, the client signs, and it files. Nothing reaches a return without a person and the client behind it.
- Clients in the demo practice
- 700
- Filed figures produced by AI
- None
- Systems connectable without code
- 18
- Automated tests behind the rules
- 85
Simplified view of the morning screen
How a job travels
Every piece of work follows the same path, and the two gates in the middle cannot be skipped.
The work it covers
Making Tax Digital
Quarterly updates from bank feeds or statements, and the final declaration.
VAT
Nine-box returns, the Flat Rate Scheme and the limited cost trader test, with the threshold watched.
Year end and corporation tax
Trial balance to micro-entity accounts, CT computation with marginal relief, CT600 figures.
Payroll and pensions
Auto-enrolment assessed every pay run, contribution files and declaration packs.
Companies House
Formations, name changes, confirmation statements, with identity verification checked first.
Bookkeeping
Bank coding that learns your rules, receipt reading, reconciliation and anomaly checks.
Advisory
Salary and dividend planning on this year's rates, and a practice assistant that quotes its sources.
Every figure keeps its evidence
A number on a return can be traced back to the cell, transaction or ledger account it came from, and to the approval that released it.
What it fixes, in short
Records arrive late, and chasing them is a job in itself
The autopilot drafts email, text and call scripts on a cadence tied to each deadline, and a person approves before anything is sent.
Control Nothing leaves the practice unapproved; live sending stays off until you switch it on.
Seven hundred clients keep their records in seven hundred different spreadsheets
The importer reads any layout, keeps the sheet and cell behind every figure, and remembers each label you map.
Control An unrecognised amount blocks approval until a person maps it or marks it as not a tax figure.
Figures that do not tie, found late
Tested rules do every calculation, then check the workbook's own totals, the trial balance, the balance sheet and the booked tax charge.
Control No filed figure comes from a language model; AI only reads documents and suggests coding.
Review is the bottleneck when one person carries the practice
Work arrives prepared with the blocking points listed first, so review is a decision rather than a rebuild.
Control Only a reviewer or the owner can approve, and never while something is blocking.
Connect the systems you already use
Each connector is a readable file describing a system's API, so a new one is configuration rather than a development project.
Dynamics 365 Business Central
Sage Accounting
Sage 50 export
Xero
QuickBooks Online
Workday
FreeAgent
Companies House data
Payroll exports
Pension contribution files
HMRC Making Tax Digital
Companies House filing
Any other REST system
Business Central, Sage and QuickBooks connect through their own approval flows, with credentials held encrypted. Live submission to HMRC and Companies House waits on the practice's own credentials and recognition.
See it with your own numbers
Bring three anonymised client spreadsheets and a trial balance. You will see the prepared return, the evidence behind each figure and the review points it raises.