BOOKKEEPING SOFTWARE FEATURES FOR ACCOUNTANTS AND BOOKKEEPERS

Bookkeeping Software Features for Accountants and Bookkeepers

Bookkeeping Software Features for Accountants and Bookkeepers

Blog Article

In the modern world of finance, keeping things tidy, clear, and on time is a top goal for every accountant and bookkeeper. Gone are the days of paper files, clunky spreadsheets, and endless manual checks. Bookkeeping software has changed the way we work – giving faster, smarter, and simpler ways to handle daily tasks.


So, what should you look for in bookkeeping software made for accountants and bookkeepers? Here’s a guide to the most useful features and how they can help your day-to-day work.



1. Simple, Clean Dashboard




  • View all your clients in one place




  • See key info like income, spend, and deadlines at a glance




  • Track tasks and progress in real time




  • Quick links to reports, bank feeds, and client details




2. Multi-Client Management




  • Switch between clients with one click




  • Tag, sort, and group clients by type or size




  • Set alerts and notes for each client




  • Assign staff to specific clients or tasks




  • Stay tidy even as your client list grows




3. Bank Feed Integration




  • Link client accounts to import data daily




  • Auto-match payments and receipts




  • Cut down time spent on manual entry




  • Spot errors or missing items right away




  • Keep records up to date in real time




4. Invoicing and Payments




  • Create and send branded invoices in minutes




  • Set up recurring invoices for regular clients




  • Track paid and unpaid bills at a glance




  • Auto reminders for overdue payments




  • Connect with payment tools to get paid quicker




5. Expense Tracking




  • Upload and store receipts with a snap




  • Auto-sort spend by category or client




  • Flag items for follow-up or review




  • Log staff costs, bills, and other spend with ease




  • Export reports for tax or audit use




6. VAT and Tax Tools




  • Auto-calculate VAT and prepare returns




  • Submit straight to HMRC from the software




  • Track tax due dates and alerts




  • Work with MTD rules for VAT with no stress




  • Store tax records safely and in order




7. Payroll Integration




  • Run staff pay from the same system




  • Auto-calculate tax, NI, and pensions




  • Create and send payslips in just a few clicks




  • Track staff hours, leave, and pay history




  • Send reports to HMRC with ease




8. Reporting Made Simple




  • View income, spend, and profit by client or date




  • Create full sets of accounts with one click




  • Custom reports for planning or year-end




  • Share reports with clients through a portal




  • Use charts and graphs to explain things clearly




9. Secure Cloud Access




  • Log in from anywhere – office, home, or on the go




  • Staff and clients can work from the same system




  • No risk of file loss from crashes or theft




  • Daily back-ups and strong data protection




  • No need to install or update software




10. Role-Based Access




  • Set who can see what for each user




  • Control access by role – admin, staff, or client




  • Keep private info secure while still working as a team




  • Add or remove users as needed with no delay




  • Track all actions for safety and audit use




11. Easy Import and Export




  • Bring in data from other tools or spreadsheets




  • Export records for HMRC, clients, or audits




  • Switch software with no stress or loss




  • Share files in PDF, CSV, or other formats




  • Save time when moving data between systems




12. Smart Search and Filters




  • Find any entry, invoice, or client with ease




  • Use date, name, type, or tag filters




  • Sort large records in seconds




  • Avoid double entries or lost info




  • Work faster and with more control




13. Time-Saving Templates




  • Set up invoice and report templates




  • Use repeat entries for regular work




  • Copy settings across clients




  • Cut down on repeat admin




  • Give a smooth, consistent feel to all work




14. Built for Compliance




  • Meet all UK accounting rules




  • Stay within HMRC and MTD rules




  • Store client data with full GDPR care




  • Create full audit trails for all work




  • Get alerts for missing or late items




Why These Features Matter?




  • Time is money – smart tools mean faster, better work




  • Less admin means more time for advice and growth




  • Clear tools help you work with more clients




  • Digital is now the standard – paper systems are too slow




  • Your clients expect simple, modern support




Looking for software that makes your job easier, faster, and more enjoyable? Nomi is built for UK accountants and bookkeepers who want modern tools with none of the stress.


With Nomi, you can:





  • Manage all clients from one clean dashboard




  • Run reports, invoices, and payroll in minutes




  • Keep records tidy, clear, and up to date




  • Work from anywhere with cloud access




  • Stay on top of HMRC, VAT, and MTD rules




  • Share files and reports through secure client portals




  • Give clients a better, more personal service




Final Thoughts


Great bookkeeping software is more than just a tool – it’s a partner in your daily work. The right features help you stay on track, keep clients happy, and grow your firm without feeling overwhelmed. Whether you’re just starting or managing a full list of clients, having the best tools will lift the weight off your shoulders.


Try Nomi free for 30 days

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