Engagement management, deadline tracking, and practice profitability. Fixed-price implementations for accountancy and audit practices.
Accountancy and audit firms have a unique rhythm — annual accounts, tax return deadlines, audit cycles, and recurring client engagements that repeat year after year. The challenge is managing hundreds of engagements simultaneously, each with its own deadline, fee estimate, and assigned staff.
Dynamics 365 provides accountancy practices with a single platform for engagement management, time recording, client deadline tracking, billing, CRM, and financial reporting. Recurring engagement templates auto-generate each year. Deadline dashboards show where every engagement stands. Real-time profitability analysis replaces the month-end scramble.
Veriland delivers fixed-price D365 implementations for UK accountancy firms — from sole practitioners scaling up to top-50 practices. We understand the economics of running an accountancy practice: chargeability targets, fee recovery rates, lock-up management, and the seasonal pressure of tax season.
Hundreds of client deadlines across accounts, tax returns, VAT, payroll, and audit — tracked in spreadsheets or legacy systems with no central dashboard.
No real-time view of fee recovery or engagement margins. Write-offs only discovered when the bill is raised — too late to manage the engagement.
Staff recording time late or inaccurately. Billable hours lost. Fee recovery rates below target because time was never captured.
Slow billing cycles. High WIP and debtor days. Lock-up (WIP + debtors) consuming cash flow and reducing partner distributions.
Seasonal peaks (January, year-end) and troughs. Difficulty balancing workload across the team without real-time visibility of capacity.
MTD obligations, AML requirements, GDPR, ICAEW/ACCA practice standards, and audit quality monitoring adding overhead to operations.
Engagement accounting, time recording, billing, and MTD compliance.
Client relationships, referral tracking, and cross-selling across service lines.
Deadline dashboards, practice KPIs, utilisation, lock-up analysis, and fee recovery.
Client self-service portal for document sharing, invoice access, and engagement status.
“The deadline dashboard alone transformed our practice. We went from chasing spreadsheets to having a single view of every engagement across the firm. The fixed-price approach meant no budget surprises — which matters when you are an accountancy firm.”
Managing Partner, Managing Partner at UK Accountancy Practice
Yes. D365 project modules provide engagement-level tracking with client deadlines, recurring annual engagements (accounts, audit, tax returns), time and cost recording, billing, and profitability analysis per engagement, client, and partner.
D365 supports deadline tracking with automated reminders for filing dates (accounts, corporation tax, self-assessment, VAT returns, audit deadlines). Dashboards show upcoming deadlines across the practice with traffic-light status indicators.
Yes. Business Central includes built-in Making Tax Digital compliance for VAT. For firms managing MTD submissions on behalf of clients, D365 can be configured with multi-client VAT management workflows.
For many firms, yes. D365 covers engagement management, time recording, billing, CRM, and financial management. Firms with highly specialised requirements may use D365 alongside a specialist tax or audit tool, connected via integration.
A Business Central implementation for an accountancy practice typically takes 5–8 weeks. Multi-office firms or those needing F&O for intercompany and advanced reporting may take 10–14 weeks.
Yes. We regularly migrate from Iris, Sage, Xero Practice Manager, CCH, BTC, and bespoke systems. Client data, engagement history, and opening balances are migrated with full validation.
D365 supports recurring engagement templates — annual accounts, audit, tax returns — that auto-generate each year with the previous year's budget, fee estimates, and assigned staff as starting points. Status tracking shows where each engagement is in the workflow.
Yes. Power BI dashboards show engagement profitability, partner utilisation, WIP ageing, debtor days, fee income vs. target, and practice-wide KPIs — updated in real time as time is recorded and invoices are raised.
Browne Jacobson deployed Dynamics 365 Finance & Operations as the backbone of their Matter Management System — giving fee earners, partners, and finance teams a unified view of matters, costs, and profitability.
Eurofins replaced their slow, in-house web ordering system — which queried Dynamics AX 2012 directly — with Veriland's MaxPortal commerce platform, dramatically improving performance and enabling customers to place orders online reliably.
Book a discovery call to discuss how D365 can transform engagement management, deadline tracking, and practice profitability — at a fixed price.
Or call us directly: 01625 569 777
