Practice management software for UK accountants

Digita Practice Management helps UK accountancy firms run their entire practice from one platform. You get client job tracking, workflow management, time and billing, and client relationship management – all working together. Whether you're a smaller firm or a larger practice, our standard and advanced versions scale with you. If you want to streamline operations and see exactly what's happening across all client work, we built this for you.

Digita Practice Management covers the essentials: client records, projects and tasks, manual assignment to staff, deadline tracking, practice and productivity reporting, and invoicing including recurring billing and statements.

Digita Practice Advanced brings automatic assignment of projects and tasks, a work queue for unassigned tasks, notifications of due tasks, drag-and-drop allocation in staff calendars, recurring project schedules, workflow timers, batch invoice creation, data mining on standard fields, client engagement mail merge, calendar time entry, Microsoft Outlook integration and a mobile app. 

Time and Fees is an optional module for practices that need more detail in time and billing than the core product provides. It covers central capture of chargeable time and expenses, batch time entry across several clients at once, closer monitoring of work in progress, visibility of staff and client activity, allocation of fees at task level, and automatic management reports.

Digita Practice Management is part of the Digita Professional Suite. Eliminate duplicate data entry and keep client information consistent across all modules. Import and export client data between Practice Management and other solutions. Our Advanced version includes Microsoft Outlook® integration for easy task scheduling and calendar syncing, plus a mobile app for managers on the go. Digita Practice Management works with both internal suite products and common tools like email to enhance your overall efficiency.

Digita Practice Management is a desktop/server-based solution you can install on your premises or in a hosted environment. Many clients use Digita Virtual Office, our secure hosting service, to access the software remotely from anywhere with a broadband connection.

You get complete visibility into every job, task, and deadline across your firm. Track progress from project creation through final delivery. See who's responsible for each step. Assign tasks manually, or use automatic task assignment and staff notifications with our Advanced version. Built-in deadline alerts and status dashboards keep your team ahead of due dates, so you can meet client obligations without missed filings.

Pull customisable reports on job status, deadlines, staff utilisation, billable hours, and WIP. Pull customisable reports on job tracking, billable time, staff availability and client information. Gain visibility over client jobs, tasks and deadlines, helping your practice monitor workload, track progress and make informed decisions. With Digita Practice Advanced, each user can choose and save their own dashboard. These insights help you identify bottlenecks, spot opportunities, and make informed decisions that move your firm forward.

We designed Digita Practice Management around the way UK accountants work. The interface and workflows are intuitive – adding a new client or creating a job follows clear, familiar steps. Assign or adjust tasks with just a few clicks. We offer structured onboarding that includes importing your existing client data and pre-configured templates for common projects and billing items. Advanced users get drag-and-drop calendar scheduling and automated task assignment. Your team can start using the system productively with minimal downtime and training.

You're not on your own. From day one, you get dedicated support from a team that understands UK accountancy practices. Our Help and Support Centre has step-by-step guides, phone and email support when you need it, plus training and onboarding options tailored to how your practice learns best.

Schedule a personalised demo with our team. Experience how Digita Practice Management works for your workflow. We'll go through job management, time tracking, and reporting, answer questions about your practice, and demonstrate how the software fits seamlessly into the way you actually work. You'll see firsthand how it streamlines your processes.