Onboard. Manage. Grow.
What Embla does
Client onboarding and practice management for UK accountancy practices, in one place.
Onboard
Client onboarding for accountancy practices, from enquiry to engagement.One questionnaire, an evidence-backed fee and a signed engagement, without chasing emails.Read more →HMRC authorisations, without the post.Every authorisation tracked, a guided page for clients and a 64-8 filled in for them.Read more →
Manage
The work that follows onboarding, in the same place.Dated jobs from what you agreed, one deadline engine and a home page that shows what needs you.Read more →Anti-money-laundering records your supervisor can follow.Risk assessments, sign-offs and your firm-wide risk assessment, ready for your supervisor.Read more →Every director and owner who needs to verify, in one register.Everyone who must verify with Companies House, grouped by person and ranked by urgency.Read more →
Grow
Where clients come from, a growth plan, referral and review prompts and case studies with consent. Each is switched on by a principal when you’re ready. See Grow on the homepage