WHO IT’S FOR
Your records.
Your kind of working day.
Whether you keep your own books or help clients with theirs, start with the way you work.
See the spreadsheet-to-update workflow ↗
YOUR OWN RECORDS
Self-employed people
Your business. Your books.
One or more self-employed businesses under your NINO. Keep your spreadsheets and prepare your quarterly updates.
Find out more ↗FOR YOUR CLIENTS
Accountants
For the clients who work in spreadsheets.
Look at the Individual Accountant plan for a professional working with their own client list.
Find out more ↗YOUR OWN RECORDS
Landlords
A clearer view of your property records.
UK and/or foreign rental property, with or without self-employed businesses, under your NINO.
Find out more ↗FOR YOUR CLIENTS
Bookkeepers
A familiar starting point for your clients.
Explore a repeatable way to organise spreadsheet-led client preparation and review.
Find out more ↗FOR YOUR TEAM
Accountancy practices
A shared approach for your team.
Explore team access and client workspaces for your accountancy practice.
Find out more ↗Still weighing it up?
QuarterLink is for people who want to keep supported Excel or CSV records. If you need bank feeds, invoicing or payroll in one place, a full accounting package may be a better fit.
Talk through your records ↗