The eight screens that matter
What an accountant sees
This is the working day in UpBasis, in order. The diagrams are simplified views of the real screens; no client data appears on this site.
Step 1
Your morning list
You see One screen: what is ready for review, what is overdue, what is waiting on a client, and how many hours of review it represents.
Why it matters The practice stops being run from memory and a wall planner.
Step 2
Work queue by stage
You see Every job in exactly one stage, ordered by due date, with the blocking points counted before you open it.
Why it matters Nothing sits in a gap between two people, and you start with the job that needs a decision.
Step 3
The prepared figures
You see The computation laid out line by line, and under it the workbook cell, bank transaction or ledger account each figure came from.
Why it matters Reviewing becomes checking a trail rather than rebuilding the numbers.
Step 4
Review points, worst first
You see Blocking issues, things to check and notes, in that order: an unlawful dividend blocks, an overdrawn director loan warns, a sector reminder informs.
Why it matters The mistakes that cost fees and reputations surface before approval, not after filing.
Step 5
Approval that means something
You see Approval is recorded against a fingerprint of the exact figures you saw, with your review note.
Why it matters If anything changes afterwards, your approval and the client's signature are void automatically.
Step 6
The client's side
You see A secure link where the client reads the summary, ticks the declaration and signs their name.
Why it matters The client signs the same figures you approved, and the evidence of that sits in the file.
Step 7
Filing and the record
You see Export a filing pack for your existing software, or submit once live credentials are in place, then record the reference.
Why it matters Filing cannot happen without both approvals, and repeating a request never files twice.
Step 8
Next year, already started
You see Closing a job carries forward the comparatives, capital allowance pools, losses and payments on account, then reopens next year's calendar.
Why it matters The cycle continues without anyone rekeying last year's figures.
The part that is not automatic
Judgement stays with the accountant: whether a figure is right, whether a client's story holds, what to tell them. UpBasis removes the retyping, the chasing and the checking, and it will not file anything on its own.