Health & fitness
Gym & fitness centreLive demoYoga & pilates studioMartial arts schoolSports clubPersonal trainerClinics & care
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Marketing agencyLive demoConsulting firmAccounting practiceLaw firmArchitecture studioIT servicesTrades & home services
Cleaning companyRepairs & handymanInterior design studioSolar installerPest controlIndustriesProfessional servicesAccounting practice
Clients, engagements, deadlines and your own invoices in one place. Duke chases clients for their records and shows you which deadlines are close. SmartDuke runs the practice; it isn't accounting software and keeps no ledger, so your clients' books stay where they are.
Duke at your practice
He finds clients who still owe you their records, drafts reminders from your own templates and tells you which filing dates are close and who's preparing them. Your fees get invoiced and followed up; the bookkeeping stays in your accounting package.
Who decides
Duke does this for you
Ask who hasn't sent their year-end papers. Duke checks your deadlines page and drafts a reminder for each from your template, ready to approve in one go.
Duke answers from your filing deadlines page: what's due, when, who's preparing it and where it stands, so the busy weeks don't catch anyone out.
Filings due · next 14 days
Taking someone on? Ask for a quote for monthly bookkeeping and annual accounts. Duke uses your services and fees, and nothing is created until you check it.
Which practice invoices are late and by how much. Duke drafts a polite reminder or proposes monthly instalments for a large fee, each one waiting for you.
Overdue practice fees
The apps accounting practices use
Clients and their companies sit in the CRM, engagements are quotes, deadlines are tasks and boards, and your fees are invoiced. The bookkeeping itself stays in your accounting package.
Engagements
Quote annual accounts, monthly bookkeeping or a tax return with your fees and tax. When the client accepts, it becomes an order so you know the work is agreed.
Shown: a Harbour Digital proposal, our agency demo. Your engagements work the same way.
Deadlines
A deadlines page linked to each client: what's due, the date, who's preparing it and the status. An automation can create a task 30 days before each date.
| Client | Filing | Due | Preparer | Status |
|---|---|---|---|---|
| Hart Joinery Ltd | Annual accounts | 31 Jan | Emma Ward | Awaiting records |
| Moorside Café | VAT return | 7 Nov | Raj Patel | In review |
| Ellis & Daughters | Self assessment | 31 Jan | Emma Ward | Awaiting records |
Year-end
A project for each busy season with columns like awaiting records, in preparation, in review, filed. Tasks per client with an owner and a due date.
Shown: Harbour Digital's projects, our agency demo
Practice invoices
Invoice your clients for your work, record their payments and see who owes what. Monthly fees can be split into instalments.
Shown: Harbour Digital's invoices, our agency demo
Pages Duke can build for you
We build your pages during guided setup, or you ask Duke for them. For example:
We set it up with your services, fees, deadlines, team and client list. Harbour Digital, our agency demo, shows quotes, project boards and invoices working together.
Try these in Harbour Digital, our closest live demo, signed in as the owner.
Tell us how your clients, deadlines and fees work, and we'll set SmartDuke up for your practice. Or open the agency demo first.
Talk to us
A demo business with months of sample data. Pick a role on the sign-in page, no sign-up needed.
Duke, the AI teammate, works inside every app.