SHVL Practice management for accountants
Start 30-day trial
For accountants & bookkeepers

Run the next client job without losing track of the Xero organisation.

See what needs attention across client workspaces. Open the client record, request a live Xero report or prepare the next draft, then review the external step before it moves.

Practice access keeps a separate owned workspace and Xero organisation for each client. The portfolio and CLI make the selected client explicit.

Request Practice access Start a Solo or Team trial
Fictional product demoToday across your clients
5 need attention
01
Review reminderNorthwind Ltd
Due today£4,200Review
02
Missing documentHarlow Print Co
Waiting1 fileResolve
03
Deadline dueEllison Bookkeeping
TomorrowVAT reviewOpen
04
Start accepted workMaple & Stone Architects
Ready£1,800Start
05
Prepare invoice draftHarbour Design Studio
Draft only£875Prepare
Xero data
synced invoice and contact data, with live Xero financial reports on request
Weekly
review work across separate client workspaces from one practice portfolio
Reviewed
confirm the selected client and review each external step before it moves

Use the agent for the work. Keep control of the destination.

ReadSynced and live Xero data
Explicit client
01
Invoice and contact dataRead from the selected workspace sync
SyncedReadInspect
02
Profit and LossRequested from Xero when you ask
LiveReportRequest
03
Balance SheetRequested from Xero when you ask
LiveReportRequest
04
Trial BalanceRequested from Xero when you ask
LiveReportRequest
The CLI is included with Solo, Team and Practice access.
PrepareReviewed Xero drafts
Typed confirmation
01
Invoices and quotesPrepared in the selected Xero organisation
DRAFTReviewConfirm
02
Supplier billsPrepared in the selected Xero organisation
DRAFTReviewConfirm
03
Purchase ordersPrepared in the selected Xero organisation
DRAFTReviewConfirm
SHVL never posts, authorises or sends these drafts automatically.

Xero reminders may be enough when every invoice follows the same fixed schedule. SHVL is for the exceptions: a cross-client work queue, reviewed reminders and drafts, client documents and work records, with the same selected workspace carried into the CLI.

Open the client record for the work behind each action.

Client recordThe work behind the queue
Selected workspace
01
Contacts and follow-upsOwners, assignees and next dates
Internal3 openOpen
02
Secure documentsRequested, received and reviewed
Checked1 neededReview
03
Recurring work and timeProgrammes, tasks and completed minutes
Monthly75mOpen
04
Cash scenariosYour receipt and outgoing assumptions
30 / 60 / 90SavedReview
One client record, without a separate CRM hand-off.

Connect Xero, QuickBooks or FreeAgent read-only, or import an aged debtors CSV. Reminder sending remains off until you connect a mailbox. Microsoft 365, Outlook.com or Hotmail are supported; review the wording and activate the schedule. Need editable files for one client instead? The £4 chase pack produces Word letters, email drafts and an Excel calculation log without a subscription.

Turn a client request into a reviewable accounts-prep handover.

Fictional Client recordYear-end accounts information
Ready for review
01
Bank statementsClient response and checked supporting file
ProvidedReadyReview
02
Sales invoices not in XeroClient marked the request not applicable
AnsweredClearReview
03
Business-card statementsClient asked for help with one missing item
Needs help1 itemOpen
04
Bank workpaper86 normalised statement rows, ready for accountant review
ImportedReviewOpen
CSV imports retain normalised rows. Readable PDF statement rows are extracted in the browser only when the accountant chooses to import them.

Start from a year-end or bank-records checklist, tailor it to the client, then give the client one time-limited link. SHVL keeps the response, evidence state and review notes together. It does not categorise transactions, reconcile in Xero, prepare accounts or submit anything.

What you can show a client before buying.

Recurring workspace

See the weekly plan with sample data

Review fictional debtors, next actions and reminder wording without connecting a client or creating an account.

Read-only demo · no sign-in · nothing sendable
Sample input

Sample aged-debtors CSV

Use example debtor rows to test the free tools and preview the kind of batch SHVL expects.

Debtor · due date · outstanding amount
Client summary

Client overdue summary tool

Turn a CSV into a plain-English client review summary before drafting letters.

Summary · approvals · next action
Files-only option

Sample chase pack ZIP

Open the Word letters, email drafts, Excel calculation log and README before using a real client ledger.

Word · EML · Excel · README

Ask for Practice access for your client portfolio.

Practice access supports multiple owned client workspaces, a separate connected Xero organisation for each client, practice-wide review and explicit CLI workspace switching. Limits and pricing are confirmed for the account. Solo and Team remain available for one workspace.

Request Practice access Start a Solo or Team trial

Templates and calculations only, not legal advice. Letters should be reviewed before sending.