Spend less time chasing documents, and more time on actual accounting.
Brookfold sets up quiet, reliable automation for small UK practices. It handles the reminders, chasers, onboarding and inbox admin, and your team approves anything that goes to a client.
Built for owner-led practices with up to 25 staff.
This morning, handled for you
Illustrative example only.
The repetitive practice admin, taken off your desk.
Most of this work is necessary, but it rarely needs a qualified person. These are the jobs we usually start with.
Document chasing
Friendly, timed reminders for missing records, receipts and statements, which stop as soon as the client uploads.
Client onboarding
Engagement letters, ID check requests, forms and welcome emails sent in the right order, with progress tracked for you.
Deadline reminders
Reminders for VAT, payroll, year end and self-assessment, sent only to clients who still need them.
Inbox triage
Incoming emails sorted, summarised and routed, with draft replies ready to review.
Status tracking
A simple, up-to-date view of which clients are waiting, outstanding or done.
Practice admin
Internal reminders, meeting notes and the small jobs that quietly eat into the week.
- Making Tax Digital for Income TaxMTD for ITSA brings quarterly updates for many sole traders and landlords from April 2026. That means more touchpoints, more chasing and more reminders for every client affected, which is exactly the kind of work automation suits.
Four calm steps, no disruption.
Audit
We look at how your practice runs today and find the admin worth automating first.
Build & test
We build inside your own accounts and test with dummy data before anything touches a real client.
Go live
We switch on in stages. Your team approves anything client-facing.
Ongoing support
We monitor and improve each month, and send you a plain-English report.
The £195 automation audit
A low-risk way to see what's possible before you commit to anything. We look at how your practice handles chasing, onboarding and deadlines, then give you a clear written plan.
£195
One-off fee. If you go ahead with a package within 30 days, we take it off your setup fee.
What you get
- A 45-minute call about how your business runs today
- A map of where your admin time goes
- Your top three automation opportunities, ranked by time saved
- A written recommendation and fixed quote
- No access to customer data needed