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MINs Ledger — monthly submission
Open the ledger to record net turnover and submit to head office.
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Engagement Letter Builder
Flynn Accounting & Tax Services Ltd — TaxAssist Accountants Wicklow
✓ GDPR✓ Companies Act 2014
✓ CRO Ready✓ AML / CTF 2010–2021
✓ Agent Link
1Client
2Services
3Compliance
4Generate
🏛️
Engagement Type
Select the type of engagement
👤
Client Details
Personal and address information
Include Eircode on last line
📋
Services & Pricing
Ticked services appear in the quote and engagement letter
📑
Engagement Letter Clauses
Untick optional clauses to exclude them
💰
Fee Arrangement & Quote Options
Payment method, collection period and financial year
First direct debit date
Year 2 Prices
Year 3 Prices
Year 4 Prices
Year 5 Prices
Live Fee Summary
€0.00
Total incl. VAT
📋
Select services & enter prices to see your fee breakdownSubtotal (excl. VAT)€0.00
VAT @ 23%€0.00
Total (incl. VAT)€0.00
📅 Monthly Standing Order€0.00/mo
⚖️
Irish Compliance Coverage
Your on-screen checklist — edit the wording, toggle items off, or add your own for this client.
🚀
Generate Documents
Produces Engagement Letter, Quote, Agent Link & SEPA Mandate
Every generated quote is automatically saved to the CRM Dashboard
📄 Document Pack
Pack saved. Next step:
👥 Client Database
Add and manage clients — click Load to pre-fill the Letter Builder.
| Full Name | Company | PPS/Tax Ref | Entity | Source | Address | Phone | Notes | Actions |
|---|
📊 CRM Dashboard
All generated quotes — stored locally.
Total Quotes
0
Total Fees Quoted
€0
Confirmed Revenue
€0
0 clients
Pending
0
€0 outstanding
Conversion Rate
0%
Revenue by Lead Source
How each acquisition channel converts to fees
| Contact | Type | Ref | Services | Source | Follow-up | Notes | Sign Up | Actions |
|---|
📦 Document Packs
Every generated pack — re-download as PDF without re-keying anything.
| Client | Date | Total | Status | Actions |
|---|
🖋 E-Signed Docs
Your library of completed, e-signed client packs. Every signed document with its compliance certificate.
Signed
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Completed packs
Awaiting
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Sent / opened, not signed
Declined
0
Client declined
Last 7 days
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Newly signed
| Document | Client | Date signed | Signature | Status | Certificate |
|---|---|---|---|---|---|
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✓ Signing link ready
Send this link to your client. They'll review & e-sign the engagement letter, and the pack flips to Signed automatically.
WhatsApp / SMS: paste the link straight into the chat.
Email: a pre-filled draft opens if you click Email link below.
Legally binding: signing captures the date, time, IP and device as an audit trail (eIDAS / eCommerce Act 2000).
Record a signature given in the office
For clients who sign a printed copy across the desk. The letter is filed against this client exactly as an online signature would be, recorded as signed on paper rather than electronically.
Who signed
Second signatory
PDF or photograph, up to 25 MB. Kept on the client file alongside the letter.
Who signs this letter?
One letter, one file, held against this client. Where two directors are required, each gets their own link and can sign in either order — the letter is only concluded once both signatures are recorded. Both signatures stay attached to the same company record.
First signatory
Second signatory
✓ Signing links ready
Send each signatory their own link. They can sign in either order. The pack flips to Signed once both have signed.
🚀 Onboarding pack ready
One link for your client: quote & engagement → TAIN form → ID → address → PPS → payment, in order. Each step saves as they go.
That doesn't look like a gocardless.com link — please check it before sending.
Leave the box blank for invoice / upfront only (no Direct Debit button).
Signed docs & uploaded files appear in your dashboard exactly as before — under Packs and Uploads.
The payment choice is saved as a receipt alongside the client's uploaded documents.
Signature Certificate
Monthly Sales Trends
Live view derived from your CRM dashboard. No separate data — fed directly from quotes you've generated.
Fees by Month — Quoted vs Confirmed
Quoted
Confirmed
Status Mix
Top Services by Revenue
Ranked by total quoted value📋 Client Onboarding
KYC, AML & Engagement Intake Form
Onboarding tracker
One row per entity being onboarded — the individual, their company, and each director who needs an Income Tax return.
Read-only — an admin can edit the tracker
📝 Client Onboarding Survey
Send a tokenised intake link to a new client. Responses land here automatically — no email round-trips.
Sent
0
Awaiting client
Started
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Opened, not submitted
Submitted
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Ready to review
Last 7 days
0
New submissions
| Client | Created | Submitted | Status | Actions | |
|---|---|---|---|---|---|
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Generate Survey Link
Pick a client to pre-fill name & email. When the client submits, the answers attach to that record.
How this works: we'll create a unique secure link. Copy it and send it to your client (WhatsApp, email, SMS — your choice). The link only opens this survey, never your dashboard.
✓ Survey link ready
Send this link to your client. They'll fill it out and the answers appear here automatically.
WhatsApp / SMS: paste the link directly into the chat.
Email: a draft template will open if you click Email link below.
Security: the link is unique per client and works until they submit (or you delete it).
Survey Response
🛡️ AML Compliance
Client anti-money-laundering questionnaires returned through the onboarding journey. Review each declaration, set a risk rating and status, and record your due-diligence notes.
Submitted
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Questionnaires received
Pending review
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Awaiting sign-off
Flagged
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Need attention
Cleared
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Due diligence complete
Identity checks to review
These files carry a failed identity check from the automated read. Look at the documents, then record your own decision — it is saved against your name and replaces the automated verdict. Regenerate the report afterwards so the archived copy matches.
What a complete AML file needs
- Three documents. Photo ID, proof of address dated within the last three months, and evidence of the PPS number. For a company these belong to each director, not to the company.
- Read the documents. Open the file and press Read documents. Nothing is read automatically. Check what comes back against the documents yourself before you accept it.
- Screen for sanctions and PEP. Run the check and record what you found, even where it is nothing.
- Rate the file and set the CDD level. Write one line of rationale — that line is what an inspection reads.
- Sign off and set the review date. Sign-off archives the report against the file.
A name on a document that differs from the name on file is recorded as a note, not a problem. A director's name is not the company's name, and shortened or married names are normal.
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AML Questionnaire
Add AML record · backfill
Pick a client to pre-fill their name & email and link the record.
Seven digits followed by one or two letters.
Use this to backfill AML declarations for clients who onboarded before the online questionnaire. It creates a record in the register exactly like a client submission, which you can review, rate and report on.
Income
Agreed annual engagement fees (ex-VAT), one row per client per year-end period. Direct debits are collected on the gross, so monthly figures include VAT.
All fees
Fees are the agreed annual engagement value, exclusive of VAT. Keep a separate row per year-end so prior-year fees stay on record. Gross fee applies the VAT rate held on each row (23% unless changed). Because direct debits are collected on the gross, the monthly amount is the gross fee divided by the number of months.
Relationship manager portfolios
Each manager's book at a glance, drawn from the fee rows on the Income sheet. Click a manager to see their clients.
Book by relationship manager
Book value is the sum of that manager's fee rows across all year-end periods. Assign or change a manager on the Income sheet.
Direct debits
A copy of your GoCardless account, refreshed nightly. Mandate setup and the monthly schedule can be created here; to amend or cancel one, use GoCardless itself.
Customers whose GoCardless email matches exactly one client record are matched automatically and marked matched on email until someone confirms it. Everything else waits here for a manual match. Payments cover a rolling 13 months. Unlinking only breaks the tie between the two records — no client data and nothing at GoCardless is touched.
Team
Add colleagues as their own users. Each person sets their own password and PIN from a private invite link — you never see their credentials. Admins manage the team; staff use the app.
The master account can't be deleted or demoted. Pending colleagues appear until they open their invite link and set a password + PIN. Each sign-in asks for that person's own PIN as a second factor. Invite links expire after 7 days.
🔐 AML Documents
One row per client, showing what the AML file needs and what has actually arrived — photo ID, proof of address and PPS evidence. Approve or reject each file here. The due-diligence record itself, the risk rating and sign-off live on the AML Compliance page; new requests go out from there or with a full onboarding pack.
Sent
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Awaiting client
Started
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Files received, not finalised
Submitted
0
Ready to review
Total files
0
0 MB stored
| Client | AML requirements | AML file | Requests | Where it stands | Actions |
|---|---|---|---|---|---|
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New Onboarding Pack
No quotes found yet. Build this client's quote on the Packs page first, then come back here.
This builds the full online onboarding pack. In one link the client will, in order: 1) sign the engagement letter & quote, 2) complete the Revenue agent (TAIN) form, 3) take a self-portrait, 4) upload Photo ID, 5) Proof of Address, 6) PPS, 7) complete the AML questionnaire, then 8) the payment step. Each step must be finished before the next. You'll set the payment terms (none / upfront / partial / Direct Debit) on the next screen.
The signed engagement, quote & TAIN return to E-Signed Docs; the self-portrait, ID, Address & PPS return to AML Docs; the questionnaire answers go to AML Compliance.
The signed engagement, quote & TAIN return to E-Signed Docs; the self-portrait, ID, Address & PPS return to AML Docs; the questionnaire answers go to AML Compliance.
✓ Upload link ready
Send this link to your client. Their uploads will appear here automatically.
WhatsApp / SMS: paste the link directly into the chat.
Email: a draft will open if you click Email link below.
Security: the link only opens a dropzone — never your dashboard.
Uploaded Documents
📒 MINs Ledger
Monthly Information Numbers — franchise reporting for TaxAssist Wicklow
2025
YTD Net Turnover
€0
12-month projection updates monthly
New Clients YTD
0
Pulled from your Client Database
Avg. Monthly Turnover
€0
Across reported months
Months Submitted
0
0 / 12 months filed
FY 2025 Ledger MINS-2025-WCK
Click any turnover cell to edit. Status cycles: Draft → Submitted → Locked. Saves live to your database.
| Month | Net Turnoverexcl. VAT · € | CumulativeYear-to-date | New Clientsfrom CRM | Notes | Status |
|---|---|---|---|---|---|
| FY Total | €0.00 | — | 0 | Wicklow franchise office | — |
New Client Sign-ups
📈 Monthly Trend
FY 2025
Net Turnover (€)
New Clients
📤
Submit MINs Return
Mark the current month as submitted and lock the figures for audit.
New Clients
From Client Database
⬆ Import CSV — bulk-add quotes to CRM
Click to choose a CSV file
or drag and drop it here
What should the CSV look like?
One row per quote. Column header names (case-insensitive):
Missing columns are fine — blanks default to sensible values. Rows without a
One row per quote. Column header names (case-insensitive):
name (required), date, company, email, phone, address, entity, tax, services (semicolon-separated), subtotal, totalNum, vatRate, status, leadSource, notes, ref.Missing columns are fine — blanks default to sensible values. Rows without a
name will be skipped. If a ref matches an existing quote, that quote will be overwritten.
Rows highlighted in red will be skipped. Hover the red text to see why.
Importing…