Workdesk, Books and Tax. Manage the practice, keep the books and complete the filing journey.
Product scope
Workdesk, Books and Tax connected around one client: organise the practice, complete the bookkeeping, then prepare and file from reviewed figures.
Practice management, bookkeeping and tax work become disconnected when client details, figures and approvals move between separate systems.
Workdesk manages clients and work. Books organises live bank feeds, reconciliation and reporting. Tax continues the workflow through accounts, tax and payroll submissions.
Manage client records, jobs, deadlines, messages, billing and compliance in one practice workspace.
Connect live bank feeds, reconcile transactions, manage VAT and produce clear financial reports.
Prepare accounts, tax returns and payroll, and manage approvals before anything is filed.
Clients, deadlines, workflows and approvals in Workdesk.
Live bank feeds, reconciliation and reporting in Books.
Accounts, tax and payroll workflows in Tax.
Keep reviewed figures, approvals and submission records linked to the client.
Less administration. More useful time.
Automation is part of the full Arkiden Suite specification, from the first record to the next action. These workflows include planned capabilities; release availability is confirmed before ordering.
A connected library of Workdesk engagement and onboarding forms, Books financial documents, and Tax approval, payroll and supported filing documents, using shared client details.
Generated from your approved templates, pre-filled from the record, sent for completion or signature, and stored with the work they belong to.
Each handover retains the approved version. Material changes reopen the relevant review rather than silently changing previously approved figures.
Choose the triggers, rules and approval points. Track actions, pause workflows and resolve exceptions without losing the history. Forms and automated steps are configured for your organisation, sector and location.
The complete scope
Explore the modules and workflows in the full product specification. This includes planned capabilities; current release availability and supported connections are confirmed with you before an order.
In practice
Example workflows showing how the product is intended to support everyday work.
Onboard in Workdesk, reconcile in Books and complete the supported filing in Tax.
Trace an amended ledger figure into the affected accounts and approval workflow.
Bring clients onto a consistent operating process while keeping their records and permissions separate.
Your setup
Configuration is agreed with you. Bespoke development, migrations and external services are scoped and priced separately where needed.
Configurable fields, sector-specific forms, document templates, workflow rules and terminology appropriate to the product.
Role-based permissions, protected company boundaries and deliberate sharing controls.
Dated changes, approvals and source records so important actions can be reviewed.
Agreed import templates, migration checks and a practical data-export route.
Confirmed integrations with visible sync status, error handling and ownership.
An agreed hosting, maintenance and support arrangement, regular check-ins and a prioritised improvement list.
Event-driven tasks, document generation, reminders and reporting, with approval gates, activity logs and clear exceptions.
Your approved templates, conditional fields, pre-filled records, signatures, document versions and retention settings. Template coverage is agreed for your sector and location.
The Suite covers Workdesk, Books and Tax. Cadrav’s wider HR and recruitment workspace is separate; it is not a compulsory extra for the payroll filing scope described in Tax.
The Arkiden Experience
We agree the priority workflow with you, give you a demo to explore and use your feedback to refine the result. Hosting, maintenance, regular check-ins and ongoing development can continue under an agreed support plan.