All packages include

Full Accounting Features, Free Trial, Unlimited Users, Permission Based Sharing with Employees, Accountant and Business Partners, Automatic Backup, Compliant with HMRC, Unlimited Support, Dashboards showing business performance.

Professional Features

We offer a range of advanced features to accountants, consultants and advisors. We have a separate page highlighting all the benefits and features.

No Software Installation Hassles

With Online Accounting Software, there is no application to install. Simply sign in from any Internet connected PC or Mac. You will never have to upgrade your software again as improvements to our product are included with your subscription — you're always on the latest version. There is no need to invest in a server as your business grows.

Keep your Customers happy

On a single screen view your quotes or estimates, invoices, contact information and payment history of each customer. Use the Sales Analysis report to track your sales by customers and also review the services provided to them over a period of time.

Time Tracking

Track time and effort spent on a Project or a Job using the SortMyBooks Time Tracker. Allow your subcontractors and employees to input Time as they work on a job or project. The time tracking report provides you with a view of total hours spent broken down by billable and non-billable enabling you to calculate your margin efficiently.

File your VAT accurately and on time.

Filing VAT has never been this easy. Click a button, define your VAT period and send the information to the HMRC. You can even change from Invoice Basis to Cash Receipts and in case you think the VAT amount is not correct then you can always use the drill down facility to go right to the source of the information to investigate the problem.

Working from home or anywhere?

SortMyBooks Online gives you complete freedom of work location. You can login in anytime and from anywhere to either get an overview of your business to prepare a quote, or send an invoice to a customer, if you are a retailer check up on the last Till Cash up. It allows you to share your information with your employees, accountant, bookkeeper and partners with a simple invitation.

Fast Invoicing and Efficient Collecting

Within minutes you can create professional looking quotes and invoices displaying with your own logo and payment terms. Use the flexible invoice numbering feature to have distinct invoice numbering for the various products or services you are offering. With the same ease E-Mail the invoices to your customer and keep track of the their payments using the unique Collectors report from SortMyBooks Online.

Negotiate better deals with your suppliers

Use the innovative data entry screen from SortMyBooks to add your purchases quickly and file it easily by Project or Job. Using the Purchase analysis report, review the Purchases made over the last year by supplier and renegotiate with your suppliers for better prices and payment terms.

Managing Your Till has never been this easy

SortMyBooks Online is the only software that allows such easily Managed cashing up facility, which feeds right into your accounts. Manage your Takings and Payments and also do your Cash up in one single step. The reconciliation process allows you to do the track every cent going through your Tills. Employees can cash up and go home, and you can log in from anywhere to see your sales for the day and any discrepancies straight away.

Watch your expenses to enhance your profit

With SortMyBooks Online you are always in control of your business. Use the dashboards to determine the exact amount of Profit every day and also determine your expenses. You can also use the Cash flow reports to determine what money is owed to you and what money is in the bank, now and even in the future.

Hassle free year-end

No more digging through piles of paper and keeping your fingers crossed about the amount of money you owe the HMRC. Using SortMyBooks Online step-by-step guide you can do year-end close easily and efficiently.