Practice management, time, the ledgers, the portal and the inbox all hold part of the answer. Joined and owned by you, they finally hold the whole one.
A practice typically runs practice management software, a time system, a portal, a payroll product and a ledger per client. Every one holds a piece of the answer to a simple question, and no one of them holds the answer.
So somebody exports, somebody pastes, and the partner asks for a number that takes two days to produce and is out of date when it arrives.
Joining them is unglamorous and it is the thing that makes everything else possible — the reporting, the automation, and eventually the valuation, because a firm whose numbers are legible is worth more than one whose numbers live in a partner's head.
What each system will actually give up, in writing, before anybody commits to a build. Some have a clean API. Some have a scheduled export. Some have nothing, and it is better to know that in week one.
Refreshed on a schedule into a database you own, with read-only keys you create and can revoke.
The same client under four slightly different names in four systems, reconciled once and kept reconciled.
Companies House, HMRC, payroll and your own internal dates, against every client, in one list rather than five.
Once the data is joined, the reporting and the automation are small builds rather than projects. Most of the cost of both is this step.
Your practice management software stays. We build around it, because the migration you are imagining is worse than the problem.
Buzz OS joined the practice management, the client records, the deadlines and the comms for Andy's own firm. Everything else — the reporting, the automation, the client portal — was built on top of that one step.
Twenty-plus modules, 487 live clients, six AI agents and full HMRC Making Tax Digital filing. Replaced every piece of third-party practice software.
Read the case study →Then we say so at the audit and price accordingly — usually a scheduled export, occasionally a decision that it is not worth doing. Better to establish that in week one than half way through a build.
Refreshed on a schedule, typically hourly, rather than streamed live. For a practice that is a distinction without a difference, and it is a great deal cheaper and more reliable.
It stays within your own control: your keys, your database, your retention rules, and a log of everything that touched it. We will put the data-processing position in writing before anything is built.
You keep the code and the data. There is nothing to migrate away from because nothing was rented.
Tell us the job that keeps not getting done. We'll tell you if software can take it off you, and what it costs.
Straight to Andy, who'd be the one building it. No obligation, no follow-up sequence.