Built for how UK firms actually work
Not another American SaaS shoe-horned into UK compliance. Every feature designed around HMRC, Companies House, and UK regulatory reality.
Compliance automation that never sleeps
Automated tracking for Companies House confirmation statements, CT600 deadlines, SA100 filing windows, AML renewals, and engagement letter expiry dates. Get alerted before anything becomes urgent.
- HMRC & Companies House deadline tracking
- AML / KYC renewal reminders
- Engagement letter expiry alerts
- Regulatory change notifications
The full client lifecycle, from prospect to annual cycle
Track every client from initial enquiry through onboarding, annual compliance cycle, and ongoing advisory. Visual pipeline stages let you see exactly where every client stands.
- Visual client pipeline (Kanban + list view)
- Automated onboarding checklists
- Document collection tracking
- Client health scoring
Connects to your existing tools
Two-way sync with Xero and Sage keeps your data consistent. No more exporting CSVs or manually reconciling between systems.
- Xero Practice Manager sync
- Sage integration
- Companies House API
- HMRC MTD-ready
And much more
AI Agents
Intelligent assistants that draft engagement letters, chase missing client information, and flag compliance risks before they become problems.
Team Collaboration
Assign work to team members, track capacity during busy season, and make sure nothing falls between the cracks.
Client Portal
Give clients a branded portal to upload documents, approve work, track progress, and communicate securely.
Smart Reporting
KPI dashboards showing WIP, revenue per client, team utilisation, and compliance status at a glance.
Document Management
Secure document storage with automatic categorisation, version history, and client-facing sharing.
Time & Billing
Track time against jobs, generate invoices, and monitor WIP — all connected to your accounting software.
Ready to modernise your practice?
See ordinect on a 20-minute walkthrough built around how your firm actually works. No commitment, no credit card.