Signal 01
Client records arrive everywhere
Information can land in email, WhatsApp, portals, spreadsheets and accounting systems before anyone knows what is complete.
Accounting operations automation
Know What Needs Attention. Get Client Work Moving.
Bring client collection, chasing, workflow blockers and review readiness into one operational view across bookkeeping, VAT, MTD and annual compliance.
V-Tickd is the operational layer between your clients and completed accounting work. Built for UK accounting and bookkeeping practices.
Today's Priorities
Operational attention
3
Overdue
7
Practice Action
5
Waiting on Clients
3
Ready for Review
ABC Ltd
VAT
Due soon
2 blocking records outstanding
Smith & Co
Monthly Bookkeeping
Waiting on Client
3 records outstanding
Jones Ltd
Year End
Ready for Review
Reviewer can start
Northline Retail
MTD ITSA
Xero Attention
Bank feed needs review
Recognisable problem
Month-end should not mean chasing clients and checking five different places
Client records arrive across different channels, staff chase missing information, blockers become visible too late and review-ready work gets mixed with work still waiting on clients. V-Tickd brings those operational signals together.
Signal 02
Outstanding items need checking
Teams repeatedly confirm what has been requested, what has arrived and what still needs client follow-up.
Signal 03
Blockers appear too late
Missing records, unclear transactions and deadline risks often surface after staff have already opened the work.
Signal 04
Managers need a faster view
Owners and managers need to know what is overdue, waiting on clients, blocked, ready for review or needing practice action.
1Fragmented client input
2Operational blockers surface
3Readiness becomes unclear
Today's Priorities
Stop checking every client. Start with what needs attention.
V-Tickd continuously brings together workflow status, outstanding client records, deadlines, exceptions, review readiness and Xero-informed attention so your team can see where to focus next.
OverdueDue SoonPractice ActionWaiting on ClientReady for ReviewBlockedXero Attention
Instead of opening client after client to find problems, your team starts with the work that needs attention.
Next Action
From "what is the status?" to "what do I do next?"
Every relevant client and workflow can surface a primary next action based on its operational state. This is deterministic operational guidance from workflow status, not autonomous accounting.
Missing primary contact
Add Contact
Client records outstanding
View Requests / Send Reminder
Workflow blocked
Resolve Exception
Xero attention
Review Xero Attention
Ready for review
Review Work
Deadline requires confirmation
Confirm Deadline
How V-Tickd works
One connected path from client request to review-ready work
Each stage feeds the next, so the practice can see where work is moving and where attention is required.
01
Collect
Request information through the Client Portal.
02
Chase
Keep track of outstanding client records and follow-up.
03
Identify
Surface missing information, blockers, exceptions and relevant Xero attention.
04
Prioritise
Today's Priorities and My Work show where the team should focus.
05
Review
Move completed operational work into review with clear readiness and controls.
06
Complete
Progress supported workflows through their operational lifecycle.
A clearer route to professional review
V-Tickd connects collection, attention and review readiness without replacing the accountant's judgement.
Workflow families
One operational view. Multiple accounting workflows.
This pre-launch public page introduces the workflow families available for early-access validation without payment flows or subscriptions.
V-Tickd operational layer
One place to connect client records, blockers, next actions and review readiness.
Workflow 01
Monthly Bookkeeping Pro
Recurring bookkeeping workflow, client record collection, outstanding requirement tracking, follow-up, bookkeeping readiness, blockers, Xero-informed attention and review progression.
Record collectionRequirement trackingReadinessReview progression
Workflow 02
VAT Pro
VAT operational workflow with requirements, evidence collection, bookkeeping dependency visibility, deadline confirmation where applicable, readiness, exceptions, review and manual filing confirmation.
VAT workflowEvidence collectionDeadline visibilityManual filing record
Workflow 03
MTD ITSA
Operational organisation for requirements, relevant bookkeeping dependencies, obligations, readiness, blockers, deadlines and next actions.
ObligationsReadinessBlockersOperational next actions
V-Tickd supports the operational workflow and readiness process; direct HMRC filing is not currently performed through V-Tickd.
Workflow 04
Annual Compliance
Year end accounts, Self Assessment and Corporation Tax workflows with information collection, period tracking, dependency visibility, deadline management, exceptions, readiness, review and manual completion or filing recording where applicable.
Year End AccountsSelf AssessmentCorporation TaxFour-eyes review
V-Tickd does not file accounts directly with Companies House or submit tax returns directly to HMRC.
Client Portal
Make it easy for clients to give you what you need
Clients receive a focused portal for the practice collection process, while the practice sees progress without manually piecing together records from different channels.
See what the practice has requested
Upload requested records
View what remains outstanding
Respond to the practice collection process
My Work
Every team member knows what is theirs
Staff can focus on the clients and work they are authorised and assigned to, while owners and administrators retain broader operational visibility.
Today
Overdue
Due Soon
Practice Action
Waiting on Client
Ready for Review
Blocked
Xero Attention
Setup Required
Xero
Keep Xero. Improve the workflow around it.
V-Tickd can connect and map clients to Xero and use supported Xero data to surface operational attention within applicable workflows.
Surface supported Xero signals alongside the operational workflow, such as relevant bank feeds, transactions requiring attention and bookkeeping workflow signals.
V-Tickd does not claim to prove Xero is fully reconciled or automatically guarantee reconciliation completeness.
Review and control
Automation without removing professional control
V-Tickd organises and surfaces the work. The accounting professional remains responsible for review and professional judgement.
Readiness states
Blocking and warning exceptions
Review stages
Four-eyes controls where applicable
Audit trail
Manual filing and completion confirmation where applicable
Getting started
Start with a few clients. You do not have to change everything on day one.
Start with a small group of recurring clients, validate the workflow with your team, then expand. Guided setup exists inside the product, and client import is used where supported.
01
Set up the practice
02
Add or import clients
03
Select the relevant workflows
04
Configure the first period
05
Invite clients
06
Start requesting records
07
Manage work from Today's Priorities and My Work
Client approvals
Need e-signatures for engagement letters and approval packs?
V-Cloud Sign helps UK accounting practices share secure signing links by email or WhatsApp for engagement letters, AML forms, fee agreements and client approval documents.
Guidance and support
You do not need to learn the whole platform first
V-Tickd guides the practice from first client setup into everyday operational work, with direct actions when something needs configuring or attention.
Practice SetupClient setup guidanceWorkflow-specific configurationNext ActionGetting Started guidanceWorkflow helpXero guidanceClient Portal guidanceBilling guidanceContact Support
Trust
Built for professional accounting workflows
Authenticated access
V-Tickd is designed around authenticated practice access and controlled operational workflows.
Role-aware work
Staff can focus on clients and work they are authorised and assigned to while owners retain broader visibility.
Evidence history
Workflow activity, evidence and review states are organised so the practice has clearer traceability.
Human review controls
V-Tickd organises and surfaces the work. The accounting professional remains responsible for review and judgement.
FAQ
Frequently Asked Questions
What is V-Tickd?
V-Tickd is an operational workflow layer for UK accounting and bookkeeping practices. It helps collect client records, surface blockers, guide next actions and prioritise work across supported accounting workflows.
Who is V-Tickd for?
It is built for UK accounting and bookkeeping practices that manage recurring client work, deadlines, record collection, review stages and practice-team coordination.
Does V-Tickd replace Xero?
No. V-Tickd is designed to work around Xero and other accounting processes. It can surface supported Xero-informed attention, but it does not replace the core ledger.
Do I need to replace my current practice-management software?
No. V-Tickd is not positioned as a full replacement for every practice-management system. It focuses on the operational workflow between client records and completed accounting work.
Can I start with only a few clients?
Yes. Early access is designed so practices can start with a controlled group of clients, validate the workflow with the team, then expand.
Can clients upload their records?
Yes. The Client Portal is designed so clients can see requests, upload records and respond to the practice collection process.
How does V-Tickd know what needs attention?
It uses workflow status, outstanding requests, deadlines, exceptions, readiness states and supported Xero-informed signals to surface operational priorities and next actions.
What accounting workflows are supported?
The page describes operational workflows for Monthly Bookkeeping Pro, VAT Pro, MTD ITSA and Annual Compliance, including Year End Accounts, Self Assessment and Corporation Tax.
Does V-Tickd submit VAT, MTD or tax returns directly to HMRC?
No. V-Tickd supports operational workflow and readiness. Direct HMRC filing is not currently performed through V-Tickd.
Does V-Tickd file accounts directly with Companies House?
No. V-Tickd supports information collection, workflow control, readiness, review and manual completion recording where applicable. It does not file accounts directly with Companies House.
How does Xero integration work?
V-Tickd can connect and map clients to Xero and use supported Xero data to surface operational attention inside applicable workflows. It does not prove whole-period reconciliation completeness.
Can staff see every client?
Staff views are intended to focus on clients and work they are authorised and assigned to, while owners and administrators retain broader operational visibility.
How do I get started?
Apply for early access. If V-Tickd fits your workflow, guided onboarding can begin with a small set of clients before wider rollout.
What does Early Access mean?
Early Access means selected practices use V-Tickd with real recurring workflows and help shape the early commercial release. It does not guarantee acceptance or require payment.
Early access
See how V-Tickd fits your practice
We are inviting a limited number of UK accounting and bookkeeping practices to use V-Tickd with real recurring workflows and help shape the early commercial release.
Tell us about your practice
We review whether V-Tickd fits your workflow
Selected practices receive guided onboarding
Start with a small group of clients