Run the practice on one record, not nine tools that do not talk
Client files, deadlines, work in progress and billing arrive by email, chat and paper in most practices. SenangUrus keeps the client, the engagement and the invoice on the same record, so review flow and practice profitability are read rather than reconstructed at month end.
The five problems that bring this sector to us
These are the problem statements we hear in this sector before any software is discussed. None of them are solved by adding another screen — they are solved by two things sharing one record.
Client documents arrive by email, chat and paper
Documents sit against the client record with versions, approvals and sharing that can be withdrawn — instead of living in an inbox.
The same client data is re-typed into billing, tax and audit tools
One client record feeds the quotation, the engagement, the time and the invoice, and recurring engagements bill on a cycle rather than on memory.
Deadlines are tracked across spreadsheets and inboxes
Work carries due dates, owners and reminders, and workload per fee earner is visible before a deadline is missed.
Review flow between juniors, seniors and partners is slow
Jobs move through defined stages with an approval step and an execution log, so nothing waits quietly on someone's desk.
No live view of workload, WIP or profitability
Time, cost and billing sit on the same engagement, and the reports are built in the platform rather than requested from IT.
What SenangUrus actually does about each one
Read down the middle column: each answer names a capability that exists in a shipped module, and the right column links straight to it. Where a capability sits in a higher edition, the chip says so.
| The problem | What the system does | Modules |
|---|---|---|
| Client documents arrive by email, chat and paper | Documents sit against the client record with versions, approvals and sharing that can be withdrawn — instead of living in an inbox. | 360Document Management 360File Sharing |
| The same client data is re-typed into billing, tax and audit tools | One client record feeds the quotation, the engagement, the time and the invoice, and recurring engagements bill on a cycle rather than on memory. | 360Invoice Builder BusinessProject Management |
| Deadlines are tracked across spreadsheets and inboxes | Work carries due dates, owners and reminders, and workload per fee earner is visible before a deadline is missed. | 360Staff Workload 360Workflow Automation |
| Review flow between juniors, seniors and partners is slow | Jobs move through defined stages with an approval step and an execution log, so nothing waits quietly on someone's desk. | 360Workflow Automation 360Document Management |
| No live view of workload, WIP or profitability | Time, cost and billing sit on the same engagement, and the reports are built in the platform rather than requested from IT. | BusinessProject Management 360Report Builder 360Timesheets & Leave Management |
Modules that matter here — and the ones you can ignore for now
Most businesses in this sector do not need the whole catalogue. This is the shortlist we configure first; everything else stays switched off until it earns its place.
Project Management
Engagement records with time logs by project and by employee
SenangUrus 360
Multi-partner practices with several entities, approval stages and time-based billing.
A single-partner practice can start on SenangUrus Business and move up when the second partner joins.
How a rollout runs here
- Move one service line first — audit or tax — with its own deadlines and templates.
- Load clients and opening positions before the first billing cycle runs.
- Keep the existing accounting file connected if the practice or the client already runs Xero, QuickBooks, Sage or Zoho Books.
Every sector follows the same five phases — prepare, set up, load, rehearse, go live — described in the onboarding guide, with the interactive checklist on the Resources page.
Accountant questions
01/Can each client have their own document area?
02/Does recorded time reach the invoice?
03/Do we have to leave our accounting software?
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Open the sector pageBring your own process to the session
Tell us how the work actually runs in your business — the paperwork, the handovers, the things that get re-typed. We will map it against the platform and say plainly which parts fit.