All in Place Launches Two Powerful New Tools to Help Accountants Get Ahead of the Autumn Statement

All in Place, the innovative platform designed to help accountants deliver world-class client experiences, has just launched two exciting new features that make it easier than ever to uncover planning opportunities and deepen client relationships.

The first is a simple three-question Personal Financial Healthcheck, designed to help accountants and client managers shift the conversation with clients. The questions are straightforward and rooted in risk management, right in the comfort zone of accountants. This high-level overview helps identify where clients may benefit from enhanced remuneration planning or profit extraction strategies.

The second feature is a Personal Balance Sheet, which can be completed in under 10 minutes. It provides a clear snapshot of a client’s personal assets and liabilities, generating a handy balance sheet output. This gives accountants a practical way to spot further tax and business planning opportunities.

Together, these tools empower accountants to deliver a world-class client experience, simply and effectively.

“We built these features to help accountants get ahead of the curve,” said Richard Bertin, founder of All in Place. “With the Autumn Statement coming on November 26th, now is the time to find out more about your clients so you’ll know exactly who will be impacted by future tax changes.”