NOCTIS
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Owned product / PracticeComply

Less chasing.
Work in one place.

Document requests, tasks and a client portal for accounting practices. Track what has been requested, what has arrived and what needs attention.

Product
Practice operations workspace
Experience
Web application & client portal
Our role
Design, build & operation

The problem

Keep the work
and its context together.

Client documents, outstanding requests and team tasks can become separate threads. A practice needs to see what is missing, who has responded and what should happen next.

PracticeComply brings these workflows into a workspace for UK accounting practices, with a separate portal for client responses. It supports the team’s decisions and responsibilities.

Products built and operated by us
PracticeComply01 / Dashboard
PracticeComply dashboard with client activity and upcoming actions.
Product demonstration — fictional data.View full size View full size

A view of the work ahead.

The dashboard brings client activity, upcoming actions and the operational queue together. Product demonstration with fictional data.

The core workflow

Request. Respond.
Review.

A clear handoff between the practice and its client, with status and activity visible to the team.

  1. 01 / The practice

    Define the request

    PracticeComply01 / The practice
    PracticeComply request form filled with a document request and deadline, before saving.
    Set the document request and deadline.View full size
  2. 02 / The client

    The client submits a document

    PracticeComply02 / The client
    PracticeComply client portal confirming a fictional document upload.
    The client portal confirms the upload.View full size
  3. 03 / The team

    The practice sees it received

    PracticeComply03 / The team
    PracticeComply requests workspace showing the submitted expense summary as Received.
    The request is marked Received and is ready for review.View full size

Local product demonstration with fictional data.

Inside the workspace

Know what's still
waiting for a response.

Requests bring client, due date and status together. The aim is to help the team follow the work without piecing it together from separate conversations.

PracticeComply02 / Document requests
PracticeComply document requests with deadlines and workflow statuses.
Product demonstration — fictional data.View full size View full size

Tasks within a client workspace

Deadlines and statuses stay alongside the client's work, in the Tasks section of their workspace.

PracticeComply03 / Client tasks
PracticeComply client tasks with deadlines and statuses.
Tasks within a client workspace. Product demonstration — fictional data.View full size View full size

What we built

One workflow.
Two sides of the conversation.

  • A practice workspace

    Client operations, requests, tasks and reviews organised for the practice’s team.

  • A separate client portal

    A dedicated response journey for clients, connected to the practice’s requests.

  • Progress and activity

    Statuses, reminders and activity history to help teams follow up and review the work.

  • Team roles

    Different roles within the practice, with access shaped around team responsibilities.

HMRC / Separate work in development

HMRC integration is in development;
live filing is not currently offered.

PracticeComply’s operational workspace is distinct from its integration work. The product does not replace the professional judgement or responsibilities of an accounting practice.

Product demonstrations use fictional data. They illustrate the displayed workflow and do not confirm the state of the latest live release.

Planning a similar journey for your own clients? Explore our client portal development service

Visit PracticeComply Explore ScanLens

Have something in mind?

Need a client portal or a clearer workflow?

Tell us what your team currently handles through email, spreadsheets or separate systems.

Discuss a portal or business system hello@noctisstudios.dev