01
Client onboarding
Collect company, VAT, PAYE, UTR, SIC and contact details through one guided workflow.
UK accountancy, powered by a modern client portal
Your accounts, documents and deadlines — all in one place.
Penrose combines expert UK accountancy with a secure digital workspace, giving you a simpler way to share records, answer requests and stay ready for every deadline.
✓Role-based access
✓Protected workspaces
✓UK-focused workflows
Practice overview
Illustrative workspace data
Active clients
128
+8 this month
Open requests
24
9 awaiting clients
Invoices due
12
£18.4k outstanding
Documents
842
64 added this month
Client activity
Requests completed over 12 weeks
Deadline readiness
92%On track
Next deadline
VAT return
Due in 8 days
PAM
Bank statements · 4 pendingVAT records · readyCompanies House · synced
Secure onboarding
Company details collected once
Clear requests
Every next action in one place
Document workspace
Organised by client and period
Practice visibility
Work tracked across the team
One connected workspace
Less chasing. More clarity.
The core Penrose workflow brings client information, documents, requests and billing together without overwhelming the client.
02
Document hub
Keep records organised by client and period, with clear upload and review workflows.
03
Requests and tasks
Ask for missing information, assign work and follow every request from open to complete.
04
Practice dashboard
Give the Penrose team one view of client work, documents, invoices and priorities.
05
Client portal
Give each client a focused workspace for tasks, documents, company details and invoices.
06
Invoicing
Create, send and monitor client invoices without leaving the accountancy workspace.
How it works
From first call to everyday clarity.
A simple path into the Penrose service, with one secure place for ongoing collaboration.
01
Join Penrose
Start with a short call so we can understand your company, obligations and priorities.
02
Complete secure onboarding
Share your company details and documents through a guided digital workspace.
03
Stay on top of every deadline
See requests, upload records and keep work moving while the Penrose team handles the detail.
Built for every role
The right view for every person.
Clients see a focused portal. Staff see the work they need to deliver. Administrators retain practice-wide control.
ClientClient-facing
A calm, focused portal
- ✓Upload documents
- ✓Respond to requests
- ✓View invoices and company details
Staff
A shared delivery workspace
- ✓Manage assigned client work
- ✓Review documents
- ✓Track requests and next actions
Admin
Practice-wide control
- ✓Manage clients and access
- ✓Monitor workflows
- ✓Oversee activity and billing
Product tour
A closer look at the workspace.
Representative interface previews use sample data and mirror the current practice, document and client portal workflows.
Practice dashboard
Sample team workspace
Work due this week
31
Awaiting clients
9
Ready for review
14
Northstar Studio LtdVAT returnWaiting for records
Harbour Digital LtdYear-end accountsIn review
Maple Consulting LtdPayrollReady
Client portal
Sample client workspace
Next action
Upload June bank statements
Requested by the Accounts team · due Friday
Upload documents
Open requests
2
Documents
46
Document workspace
Records stay organised by client, period and status so the next action is always visible.
▱Reviewed
Bank statements
12 files
▱In progress
Purchase invoices
38 files
▱Ready
Payroll records
6 files
Security & readiness
Clear about what is protected today.
Security claims should be earned. The live protections and the work required before a public launch are separated here deliberately.
Available now
Protected sign-in
Server-side sessions and protected application routes.
Role-based access
Admin, staff and client areas are separated by role.
Scoped request access
Request data is checked against the signed-in workspace.
Private document storage
Files are held in a private bucket and shared through short-lived signed links.
Before public launch
MFA and audit controls
Add MFA, session management and a complete audit history.
Compliance review
Complete GDPR, retention, backup and legal policy review.
Integrations
Connected where it is ready. Honest where it is not.
The current status is shown for every integration so planned connections are never presented as live.
C
AvailableCompanies House
Company search and officer workflows are available in the current product.
H
Workflow supportHMRC
VAT, PAYE and tax information can be organised; direct filing is not yet connected.
X
RoadmapXero
Planned bookkeeping data connection.
Q
RoadmapQuickBooks
Planned accounting data connection.
F
RoadmapFreeAgent
Planned accounting data connection.
Product roadmap
The next layer of the Penrose workspace.
These capabilities are planned product work. They are shown as roadmap items, not as features available today.
01Roadmap
Deadlines calendar
Tax, VAT, payroll and filing dates in one practice-wide calendar.
02Roadmap
Automated reminders
Recurring document requests and scheduled client chasers.
03Roadmap
Secure conversations
Contextual messages on every document, request and task.
04Roadmap
Document intelligence
Version history, OCR classification and structured approval flows.
05Roadmap
Complete audit history
A detailed record of access, changes, approvals and key actions.
06Roadmap
Receivables automation
Invoice ageing, payment status and reminder workflows.
07Roadmap
Notifications and search
A unified notification centre and fast search across the workspace.
08Roadmap
Advanced access controls
MFA, session management and more granular permissions.
Client feedback
Accounting support built around real businesses.
Feedback already published by Penrose clients on the current accountancy website.
★★★★★
“The digital onboarding was a breeze compared with my previous accountant.”
Sarah J.
Director, Design Studio Ltd
★★★★★
“Penrose handles VAT, payroll and accounts, so I can focus on building the business.”
Mike T.
Founder, TechStart
★★★★★
“Simple, transparent and fast — exactly what I needed.”
James R.
Contractor, IT Services
Accountancy pricing
A clear starting point for every stage.
These are Penrose accountancy service packages. The final scope and quote depend on business complexity and transaction volume.
Starter
From £99/month + VAT
Perfect for new limited companies and contractors with simple needs.
- ✓Annual Accounts & CT600
- ✓Payroll (1 Director)
- ✓Xero/FreeAgent Subscription
- ✓Quarterly VAT Returns
- ✓Registered Office Address
- ✓Email Support
Growth
From £199/month + VAT
For growing businesses with employees and higher transaction volumes.
- ✓Everything in Starter
- ✓Monthly Bookkeeping (up to 50 txns)
- ✓Payroll (up to 5 employees)
- ✓Quarterly Business Review
- ✓Confirmation Statement Filing
- ✓Priority Email & Phone Support
Full
Custom
Tailored solutions for complex businesses needing dedicated financial management.
- ✓Everything in Growth
- ✓Full Bookkeeping & Credit Control
- ✓Management Accounts
- ✓Cashflow Forecasting
- ✓R&D Tax Credits Review
- ✓Dedicated Account Manager
Ready when you are
Spend less time chasing accounts admin.
Tell us what your business needs. We will map the right service and help you move into the Penrose workspace.