ForrestBrown

ForrestBrown is a firm of chartered tax advisers specialising in research and development (R&D) tax credits. We were named ‘best independent consultancy firm’ by Taxation Awards 2018 in recognition of our technical expertise and client service.

We bring together a multidisciplinary team that provides our clients and partners access to
unrivalled specialist technical firepower. Our 120 strong team is made up of chartered tax advisers, accountants, sector specialists, lawyers and former HMRC inspectors as well as quality assurance experts. They use the government’s R&D tax incentives to help innovative business grow.

R&D tax credits is all we do and so for the 500+ accountancy practices we work with, clear
boundaries are set from day one.

Capitalise

At Capitalise, we believe that taking control of your clients' business finance starts with understanding their company credit score.

Offer more to your clients by giving them the ability to track their credit score, get their credit score professionally reviewed by Experian, and access a panel of 100+ lenders.

We have helped over 5,000 businesses receive £1.5bn in funding, and have improved 96% of credit scores in 5 working days. Our vision is to give small businesses and their advisers transparency and control over business finance. Fueled by real-time accountancy data, Experian credit insights and Companies House information. Our platform gives you a 360 degree view of your clients cash flow, business credit profile, funding and more. 

Discover a healthier way to do business with Capitalise.

Creditsafe

Creditsafe is a global leader in business intelligence data, helping thousands of accountancy firms streamline their onboarding processes and ensure their due diligence obligations are met.

Our single solution allows users to verify their client’s identity and carry out anti-money laundering and PEP and Sanction checks in seconds. Instantly reference over 300 data sources to manage and mitigate risk including credit data, International PEPs and Sanctions Lists, Passport and European ID Cards, Electoral Roll, plus household and utility bills. Keep a close eye on clients by adding them to our monitoring solutions to keep track of their risk-status and receive real-time alerts of critical changes.

With access to over 365 million companies in over 160 countries globally, Creditsafe gives you complete confidence in who you do business with, helping you to make better-informed decisions, ensure regulatory compliance and reduce your exposure to risk.

Howden

Howden Insurance Brokers are one of the UK’s leading specialist Insurance Brokers and Risk Advisors working with over 40% of the top 100 Accountancy practices.

With an in-depth understanding of the current market challenges, and a continuing commitment to embrace change, invest in innovation and drive market transformation, Howden are perfectly placed to service clients looking for a real alternative in a market where choice is diminishing. 

Howden’s experienced team will work with you to create a bespoke programme that meets your requirements. We offer a wide-spectrum of insurance products, including: PI, Cyber, Employee Benefits, Management Liability and Office & Contents.

Vantage Tax Fee Protection

As a specialist Tax Fee Protection provider, we are focussed simply on providing the best possible Tax Fee Protection schemes, nothing else. We are therefore confident that we are well-positioned to offer a bespoke solution that will meet the specific requirements of individual practices, developing a long-lasting relationship between ourselves and clients.

From Vantage you can expect market-leading policy coverage, superior technical support and service, coupled with a range of digital marketing solutions that reduce the administrative burden and time costs associated with administering your scheme, whilst growing client participation year after year.

Our clients range from sole practitioners through to top 10 accountancy firms and with hundreds of accountants choosing Vantage as their Tax Fee Protection provider each year, we are well versed in transitioning schemes seamlessly across from their current provider.

MyWorkpapers

MyWorkpapers is a cloud-first, paperless working paper solution that empowers collaboration and enables firms to manage documents, workflows and queries effectively. By streamlining workflow, eliminating admin and boosting productivity, we are transforming the way accounting professionals work.

Collaborate - Improve productivity and work together in an effective digital workspace.

Simplify - Take the complexity out of managing your workflows by automating them in one place.

Optimise - Save time and make your practice more productive through automation and cooperation across your working papers.

Standardise - Establish best practice using effective content and personalised processes.

Modernise - Establish the foundations for future success and efficiency through our highly integrated paperless working papers.

Grow - Our solution scales with your practice and takes advantage of the latest innovations – regardless of your size.

Integrating MyWorkpapers with Xero, Sage and many other practice management platforms empowers you to seamlessly populate your working papers with financial data.

Summa Tech

Founded as a pioneer in the digital accounting space, Summa Tech is dedicated to enhancing practice management systems with innovative solutions. Recognising inefficiencies within accounting and other professional services firms, we have developed a suite of software tools aimed at streamlining workflows and increasing productivity.

Our range of solutions includes Client Onboarding tools, a unique client meeting platform called Connect4, and a Client Portal for secure document exchange. We also offer an HMRC-compliant Excel spreadsheet for meeting MTD VAT obligations, and a desk and car park booking system for hybrid workers. These solutions are designed to complement existing practice management software.

We also offer discounted software subscriptions through strong partnerships with key providers, making advanced tools accessible to smaller accounting firms.

Named after the Renaissance book "Summa de arithmetica" by Luca Pacioli, the Father of Accounting, Summa Tech embodies a spirit of innovation and a unique perspective that aims to revolutionise modern accountancy practices. With a commitment to thinking outside the box, Summa Tech is not just a software provider but a catalyst for change in the accounting profession.