Software and web solutions for accountants

Helping Accountants Go Digital-Effortlessly

The accounting profession in the UK is undergoing significant transformation, particularly with the government’s Making Tax Digital (MTD) initiative. This initiative is changing the way businesses and individuals report tax, driving the need for software automation and effective website solutions to meet new compliance standards. As more businesses turn to accountants to help them manage these changes, the demand for seamless digital solutions is more important than ever.

However, with the vast array of software and web platforms available, many accountants are understandably cautious about making the jump. Concerns about data security, privacy, regulatory compliance, and migrating from legacy systems are common and justified. Choosing the wrong solution could lead to inefficiencies, or worse, compromise the sensitive financial information of both your firm and clients.

At Joist Software, we understand these concerns and take them seriously. We believe that the right solution starts with truly understanding your practice. That’s why we take the time to get to know your needs, your clients’ needs, and your goals. Whether it’s developing a custom client portal, enhancing your web presence, or building a mobile app for clients to securely upload receipts, we’ll work closely with you to create tailored software and web solutions. Our focus is on building systems that work for you, while ensuring compliance, security, and ease of use.

Websites for Accountants

Your website is often the first place potential clients go to learn about your accounting services. It’s your digital storefront, and having a professional, easy-to-use website is essential for making a great first impression. Clients expect to find the information they need quickly and easily, and a well-designed website can set you apart from the competition. More than that, it can become a powerful tool for building trust and attracting new business.

At Joist Software, we specialise in creating websites tailored specifically for accountants. Our websites are:

Accessible

Designed to ensure that all visitors, including those with disabilities, can easily navigate and use your site, meeting all relevant accessibility standards.

Intuitively designed

We focus on clean, user-friendly layouts that make it simple for visitors to find the information they need quickly, whether they’re looking for tax advice or service details.

Functional

Your website will be more than just a digital brochure. We can integrate client portals, document uploads, and other essential tools that make your site a true extension of your practice.

Responsive across devices

With more clients accessing websites on their smartphones and tablets, we ensure that your site looks and functions perfectly on all screen sizes, providing a seamless experience across desktop, mobile, and tablet.

But a great website is not just about looks—it's about results. That’s why we incorporate lead generation tools designed to turn website visitors into potential clients. These tools include:

With a focus on both form and function, we create websites that not only enhance your firm’s online presence but also help grow your business.

what's next?

Are you interested in how we can help you? Why not get a no-obligation estimate for your project from us?

Answer a few questions to get an estimate for your website work. Don't worry though, the questions will only take you a minute.

Software Applications for Accountants

The use of software in the accounting sector has grown rapidly in recent years, with more firms turning to digital tools to enhance their services, improve efficiency, and stay compliant with evolving HMRC regulations. Whether it’s streamlining internal processes or improving communication with clients, custom software solutions have become an essential part of modern accounting.

At Joist, we specialise in building a range of software applications designed specifically to meet the needs of accountants. These solutions can be customised to fit the unique workflows and demands of your firm, including:

Client portals

Secure, user-friendly portals that allow clients to upload financial documents, view reports, and communicate directly with you, all in one place.

CRMs (Customer Relationship Management systems)

Helping you manage client relationships, track interactions, and keep all your client data organised for easy access.

Payroll systems

Automating payroll processes for your clients, making it easier to manage salaries, tax withholdings, and compliance with payroll regulations.

Scheduling tools

Simplify your scheduling by automating client appointments, reminders, and deadlines for key financial activities like tax filings and audits.

Mobile apps

Giving your clients the ability to upload receipts, invoices, and other documents directly from their phones to their client portal, saving time and hassle for everyone.

We understand that security and privacy are top priorities when it comes to financial data. All our software solutions are built with robust security features such as encryption, multi-factor authentication, and compliance with industry regulations to keep your data safe.

Additionally, our solutions are designed for seamless integration with the tools you already use, ensuring that your accounting software, CRM, payroll, and other systems work together without any hiccups. And with the flexibility of cloud access, you and your clients can securely access data from anywhere—whether you’re in the office, working remotely, or on the go.

With Joist, you can rest assured that your software solutions are built for today’s accounting needs, scalable for the future, and designed to keep you ahead of the curve.

what's next?

If you would like to explore software options for your business, then please do get in touch.

We are ready to discuss your project and to advise you on the next steps.

say hello by email at hello@joistsoftware.com