Remedy for accountants and IFAs
A 92-second overview of Remedy for practices: client intake and consent, the worklist and chasing, prepared annual allowance workings, and the papers you review and sign off.
1 min 32 s · Captions · Illustrative figures · Published
Transcript
For accountants and financial advisers with public-sector clients.
Annual allowance work rarely stalls on the maths. It stalls on chasing the papers. Remedy gathers the evidence and prepares the working, so your clients arrive ready to decide.
Invite clients by email, or share your practice's consent link. Each client creates a free account, chooses what your firm can see, and shares their papers once.
Your worklist shows each client's stage, what's missing, and the next deadline. Chase one client, or several at once, for exactly what's outstanding. Assign clients to colleagues and set review dates, so everyone knows who's doing what.
Open a client's pack, and the calculation is already prepared: taper, carry-forward and the charge. Every figure is traced to the document it came from.
Remedy's specialist accuracy check is labelled on its own. Your professional review and sign-off stay separate, and stay with you.
For advisers, a cashflow comparison and a suitability-evidence file support your own recommendation. The Scheme Pays paper sets out whether the election is mandatory, the deadline, and the form.
Accountants get a Self Assessment working paper, and a CSV of the charge figures for the software you file from.
Record your review and the filing, so everyone can see what's done. Remedy never files or submits for you.
See how it fits your practice. Book a demo at remedy.tax.