David for Professional Services
Your accountants lose 1.2 hours a day to admin.
UK accountants spend over an hour daily on manual data entry, document chasing, and repetitive compliance work. With MTD multiplying the compliance touchpoints per client from 1 to 5 per year, the pressure is only growing. David connects to your practice tools and handles the operational drag so your team can focus on advisory.
lost to admin per accountant per day
The Problem
Sound familiar?
Document chasing
45% of accountants cite emails and calls as their most time-consuming activity. Chasing clients for bank statements, receipts, and source documents is a weekly grind that scales with client count.
Compliance multiplied by MTD
Making Tax Digital means quarterly submissions instead of annual returns — 5 touchpoints per client per year. 42% of clients aren't digitalized yet. The compliance burden is growing, not shrinking.
Fragmented tooling
The typical firm runs IRIS for compliance, SharePoint for files, Outlook for client comms, and email as an improvised client portal. None of it talks to each other without manual effort.
105-day lock-up
Median lock-up (WIP + debtors) is 105 days, with 66 debtor days. Cash is tied up in unbilled work and slow-paying clients. 15% of chargeable work goes unbilled due to poor time tracking.
Talent drought
94% of firms struggle to hire. AAT student numbers dropped 17.7% in 2023. You can't hire your way out — you need to make existing staff more productive.
Advisory blocked by operations
60% of firms now offer advisory, but compliance drag eats the capacity for higher-margin work. The shift from compliance to advisory is real but stuck.
Integrations
Pick your stack. David connects to it.
We know the tools professional services businesses run on. David integrates with the leading platforms in each category — and we're adding more all the time.
Accounting & Practice Management
Xero
Sage
QuickBooks
FreeAgentPlus IRIS, CCH (Wolters Kluwer), TaxCalc, and Digita.
Tax
TaxCalcIRIS OpenTax, CCH, Digita Professional Suite, BrightTax.
Document Management
SharePoint
OneDrive
Google DriveSuiteFiles, iManage, Doc.It for specialist practice DMS.
Communication
Outlook
Teams
ZoomWorkflow & CRM
HubSpotKarbon, TaxDome, AccountancyManager (BrightManager), Senta (IRIS), Pixie.
Payroll
SageBrightPay, IRIS Payroll.
Don't see your tool? Let us know — we integrate with 350+ platforms and add new ones regularly.
Pre-configured Skills
Ready to work from day one
David's professional services package comes with skills and routines pre-built for your sector. Use them as-is, customise them, or create your own.
Chase overdue invoices
DailyIdentify overdue invoices in Xero or Sage, send personalised reminders to clients, escalate after configurable thresholds.
Monthly management pack
MonthlyPull P&L, balance sheet, and key metrics from Xero. Compile into a client-ready report with commentary prompts.
MTD quarterly submission prep
QuarterlyGather digital records, flag missing transactions, reconcile accounts, and prepare the quarterly update for review.
Client document chase
On demandIdentify missing source documents for year-end or VAT returns. Send structured requests to clients with checklists.
New client onboarding
TriggerCollect engagement letter, AML checks, company details, and software access. Create the client record, set up recurring jobs.
Time tracking summary
WeeklyCompile time entries per client and job, flag WIP at risk of write-off, and highlight unbilled work approaching threshold.
Companies House filing reminder
DailyTrack confirmation statement and accounts filing deadlines per client. Send reminders with time to spare.
Fee proposal generator
On demandBased on the client's entity type, turnover, and service requirements, draft a fee proposal using your firm's standard structures.
These are starting points. Your team can create new skills, adjust triggers, and build routines specific to your business.
Organisational Knowledge
David learns how your business works
David's professional services package comes with a worldview structure built for practices. Your team teaches David how your firm works — your service lines, your compliance calendar, your client communication standards — and the whole practice benefits from that shared knowledge.
Accounts & Compliance
Roles
Accounts Senior, Bookkeeper, Accounts Assistant
David learns
Year-end procedures per entity type
VAT return workflow
MTD submission checklist
Bank reconciliation standards
Tax
Roles
Tax Manager, Tax Senior, Tax Assistant
David learns
Self-assessment workflow
Corporation tax deadlines and procedures
Capital gains and R&D claim processes
HMRC correspondence handling
Advisory & Client Management
Roles
Partner, Client Manager, Business Advisory
David learns
Client meeting preparation
Fee review process
Advisory service scoping
Client onboarding and offboarding
Making Tax Digital
MTD for Income Tax starts April 2026 for sole traders and landlords earning over £50,000, extending to £30,000 in 2027 and £20,000 in 2028. Every affected client needs quarterly digital submissions — multiplying your compliance workload per client. David helps your team prepare, track deadlines, and chase documents so the quarterly cadence doesn't overwhelm your practice.
Day One
What David does from the start
Connects to your accounting software (Xero, Sage, QuickBooks) and document storage (SharePoint, OneDrive).
Pre-loaded skills for invoice chasing, document requests, deadline tracking, and management reporting.
Available to your team via Teams, Outlook, or the web — fits into the tools you already use.
Starts building your practice's organisational worldview from conversations with your team.
Your staff ask David for help in plain English — "chase the Smith & Co year-end documents" — and David handles it.
Sources
[1] IBISWorld — UK Accounting & Auditing, Number of Businesses 2025
[2] NimbleFins — Number of Accountants in the UK
[3] Capsule CRM — 100+ statistics for UK accountants and bookkeepers
[4] Karbon — State of AI in Accounting 2024
[5] QuickBooks UK — Accountant Technology Survey 2024
[6] Wolters Kluwer — UK accountants and MTD readiness
[7] Memtime — Accountant hours and admin overhead
Ready to see David in your professional services business?
Start a trial directly, or ask your IT partner to deploy David as part of your managed services. Either way, you're up and running in days.