Microsoft 365 · Outlook
Link your firm’s Outlook once, and incoming client emails start becoming tracked jobs. Reminders and updates go from your own mailbox, never a shared one.
QuickVU shows you exactly where every job stands, keeps timing tight so deadlines are hit, and makes sure no piece of work is ever forgotten or left waiting.
Built by accountants, inside a real UK practice · connects to Microsoft 365 in minutes
VAT return · QE 31.05.2026
Practice
Demo Accountants Ltd
Client manager
Demo Staff K
Manager
Demo Staff L
Budgeted
30h
Logged
5.0h
Workflow 3 / 7 · Notes & Queries
tap a stage ↓all your firm's work, in one place
always current, never a stale sheet
no job buried or forgotten
client-side delays followed up for you
Firms rarely lose jobs because the team isn’t working. They lose them because no one has a single, current view of everything in flight.
“I don’t know what’s actually on right now”
Status lives in people’s heads, scattered sheets and inboxes, so you find out something’s late when the client rings.
“Things sit waiting and nobody notices”
A return parked for a client signature goes quiet for weeks, then resurfaces as a deadline panic.
“Jobs get buried in the inbox”
Client requests arrive by email, get half-read, and quietly slip down the pile.
Not a generic task board with an accounting skin, every part maps to a real step, from a client’s first email to the final sign-off.
Capture
Work that arrives by email turns into a job your firm can see, own and act on, automatically, before anyone has to write it down.
FW: VAT for the quarter, Acme & Sons
from accounts@acme.co.uk · 09:41
Acme & Sons Ltd
Visibility
Status updates itself as your team works, so what you see is always real, never a spreadsheet someone forgot to update.
Over budget. The right manager is alerted the moment a job tips over.
Follow-through
When a job is waiting on the client, QuickVU flags it and sends a polite reminder from your firm’s own email, every week, until it moves.
To: james@clientco.uk · Mon 09:00
Two jobs are waiting on you to proceed:
Big jobs
Each return is set up from last year’s and tracked in clear stages, so large jobs always keep their place and never lose momentum.
prior-year TaxCalc.pdf → sections built
Owners see the whole picture; managers see their patch, and nothing reaches a client without a final check.
Each manager gets a focused view of their own jobs, what’s due, what’s waiting, and what needs attention today, without the noise of the whole firm.
QuickVU fits the tools your firm already runs on, so there’s almost nothing to set up.
Link your firm’s Outlook once, and incoming client emails start becoming tracked jobs. Reminders and updates go from your own mailbox, never a shared one.
QuickVU works alongside the returns you already prepare, so your tax workflow stays exactly where it is, no new export, no re-keying.
Time tracking is included as standard. Nothing extra to buy, install or reconcile. The moment your team works, your firm’s view keeps up.
“We finally have one place that tells us where every job really stands, and the things that used to slip just don’t anymore.”
Bedford Square KCthe founding practice · London
A 1005 Intelligence Labs product · made for UK accounting practices
A guided trial of QuickVU on your firm’s real workflows. See it tracking your own jobs before you decide.
Best for UK firms that want every job tracked, without adding admin.
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