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What's New

A history of new functionality added to ACSYS, newest first. Fixes and small tweaks are not listed here.

17 September 2026

  • Missing Deadlines report extended to cover Accounts, Corporation Tax (CT600) and Confirmation Statements, on top of VAT - it flags any client where a service is switched on but there is not enough information on file to raise the next job for it.
  • Jobs can now be created with a blank "No Action" status instead of always starting as "Requested".

16 September 2026

  • VAT job scheduling rebuilt so the next return period advances automatically every time a VAT job is signed off, instead of relying on fixed months. A VAT deregistration toggle was also added to the VAT tab, which automatically raises one final VAT return job.
  • New Missing Deadlines tool added (initially for VAT) - lists clients whose VAT setup is missing information needed to raise their next return.

14 September 2026

  • Quick-link buttons to a client's FreeAgent record added to the client header and to rows on the Jobs board.

9 September 2026

  • VS01 filing (Companies House PSC identity verification statement) built and accredited for e-filing.

7 September 2026

  • Client Archive and permanent Delete added to the Disengagement tab on a client record.
  • “Move these jobs?” prompt added when a client's accountant, or a service's responsible person, changes - offering to reassign that client's open jobs.
  • Suggestion to delete stale jobs added to the Jobs board when a client is archived or a service is switched off.

6 September 2026

  • New Operations dashboard report added (Reports > Operations) - shows delivery performance against targets across Accounts, VAT and Self Assessment.

5 September 2026

  • BrightManager client data import completed - the whole practice's client records imported from the old BrightManager system.
  • BrightManager job history import completed - tens of thousands of historic completed jobs and open jobs imported and matched against ACSYS's own job records.

4 September 2026

  • Fee Payer Frequency and improved VAT registration fields (formatted VAT number, structured VAT address) added to client records.

3 September 2026

  • Discovery Calls folded into Prospects - booking a discovery call now automatically creates a prospect record, rather than being tracked separately.

1 September 2026

  • New Tools area added, bringing together Requests, Mismatches, Duplicate Checker and Gateway Test in one place.

26-27 August 2026

  • SH01 (share allotment) filing added to Companies House e-filing.

26 August 2026

  • AP01 (appoint a company officer) filing added to Companies House e-filing.
  • PSC04-07 filings added (change a Person of Significant Control's details, or record that someone has ceased to be one).

25 August 2026

  • New PSC identity verification tracking screen added - shows who needs to verify their identity with Companies House and by when.

22 August 2026

  • Marketing audience and consent system added - builds a GDPR/PECR-compliant mailing list with a preference centre for subscribers and consent tracking.

21 August 2026

  • New Marketing module added - an asset library for hosting and sharing videos and documents, with a branded public share page and per-video analytics (view counts, retention, and a day/time heatmap of viewing).
  • Automatic subtitles and an end card added to marketing videos.
  • New guided, step-by-step onboarding experience added for the Fact Find, Add Prospect and New Client wizard journeys.

20 August 2026

  • AI Meeting Prep launched - a one-click briefing pack for a client showing their status, billing history and more, exportable as a PDF.
  • Visual sales pipeline bar added, showing progress through Discovery Calls, Prospects, Proposals and Maternity Ward.

18 August 2026

  • Proposal acceptance now automatically provisions the client - switching on the agreed services, setting up fees, and marking onboarding steps as done.

17 August 2026

  • Company Formations fully accredited by Companies House, including LLP incorporations - the incorporation certificate is now downloaded automatically once accepted.

16 August 2026

  • Statutory registers screen rebuilt, pulling shareholders, share capital, home addresses and registered email directly from Companies House.

14 August 2026

  • Forecast & Targets: targets can now be set automatically rather than only entered manually.
  • Credit Control invoicing built out - raise invoices, set up recurring invoice templates, and import existing recurring invoices from Xero.
  • Recurring billing and Direct Debit status markers added to a client's Invoices tab, pulled from Xero's recurring invoice templates.

13 August 2026

  • Companies House e-filing went live - real filings can now be submitted (previously test-only).
  • Forecast & Targets added - a new screen showing predicted workload against targets.

12 August 2026

  • Full-page email composer added, with the firm's branding applied automatically to every outbound email.
  • Clients can now approve their Confirmation Statement (CS01) via a secure link before it's filed.

11 August 2026

  • Company Formations added - new companies can now be incorporated directly through Companies House e-filing.

8-9 August 2026

  • Proposals & Engagement system built - a quote builder with branded PDF proposals and Letters of Engagement, plus client approval and decline via secure link.
  • Requests and e-signature system built - forms and documents can be sent to clients for completion or signature via a secure link, with a Documents tab on the client record.

8 August 2026

  • Job checklist engine added - every job now gets an automatic checklist of tasks based on its service type.
  • Automation rule builder added - plain-English "When/If/Then" rules that can chase stuck jobs, add notes, or send Teams messages automatically.

7 August 2026

  • New Profit & Loss report added (Reports > Finance) - a live, monthly P&L pulled directly from Xero.

4 August 2026

  • Ad hoc and recurring one-off jobs added to the Jobs board, including recurring job templates that can be paused and resumed.

3 August 2026

  • Legacy-style HMRC authorisation (64-8 for Corporation Tax, Self Assessment, PAYE and CIS) added alongside the newer digital MTD version.
  • Public Privacy Policy and Terms & Conditions pages published.

1 August 2026

  • Client Lifetime Value figure added to the client record.
  • UK address autocomplete added across client address fields.
  • New Bugs & Fixes board added for logging and tracking issues.

31 July 2026

  • Lifetime Sales Analysis report added (Reports > Sales) - an all-time sales dashboard built from Xero history.

30 July 2026

  • FreeAgent integration connected - practice-wide sync of FreeAgent clients, with licence status badges and mismatch flagging against ACSYS data.
  • New Leave & HR module built - staff leave requests, entitlements, approvals, a team calendar, and HR reports.

27 July 2026

  • Microsoft Teams bot integration built, sending staff direct messages about events in ACSYS.
  • New Permissions and Roles screens added for admins, replacing free-text role assignment with a tick-grid.

26-27 July 2026

  • Microsoft 365 Copilot connector added, letting Microsoft Copilot search ACSYS client, job and invoice data securely.

24 July 2026

  • Credit Control system added - clients can be marked OK, Warning or On Hold, with invoice notes, and jobs cannot be signed off for a client on hold.
  • Accounts Receivable report added (Reports > Sales) - aged debtors with a statement pop-out, exportable as PDF or by email.
  • Companies House CS01 data pull added - a snapshot of company data with an approval email and PDF pack.

21 July 2026

  • Live VAT (Making Tax Digital) data added to the client VAT tab - obligations, return figures, liabilities, payments and penalties pulled directly from HMRC.

14 July 2026

  • Xero integration added - client invoices synced from Xero, with a dedicated Invoices tab on the client record.

13 July 2026

  • HMRC digital authorisation (64-8) added - a client record can now create an authorisation invitation directly.
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