Answers before you ask.

Lumos is practice management software for accountants and bookkeepers. It tracks every client job by service and phase, works out the deadlines, and keeps your letters, reminders, documents and time in one place.

Lumos was built by accountants who run a practice themselves. Every feature started as a real problem in a practice, which is why deadlines, letters, reminders and groups work the way accountants expect.

Accountancy and bookkeeping practices of any size, from a sole practitioner to a group of practices.

[Mobile access to be confirmed]

You pay for a block of clients, starting from £5 a month, and move up to the next block as you grow. Every feature and every user is included. All prices are plus VAT.

Yes. Your first three months are free as part of set up, so you have time to migrate your clients and train your team before you pay.

Billing starts for the client block you chose, and you can change block at any time. [Billing details to be confirmed]

Every additional practice costs half the normal price for its client block. [Final prices to be confirmed]

No. Everyone in your practice can have a login.

Yes. Our optional migration and set up package moves your clients across and sets up services, phases, templates, reminders and branding for you. [Package details and price to be confirmed]

[Typical timescales to be confirmed]

[Supported import sources and data to be confirmed]

Letters of engagement, disengagement and representation, and professional clearance letters, all built from templates with merge fields for the client, services, fee and dates.

Yes. Clients can sign letters, upload records and answer requests through the client portal.

Lumos prepares each information request and its chasers on the schedule you set. Nothing is sent until you press send, and every send is logged.

Yes. Phases, filters, warning days and internal deadline defaults are set for each service, and any single client or period can be adjusted.

Accounts, Self Assessment, VAT, payroll, Making Tax Digital for Income Tax, confirmation statements, partnership tax returns and bookkeeping, plus any service you add yourself.

Yes. You choose your practice when you sign in. Each practice keeps its own clients, team and branding, and you can copy or share your setup across the group.

Yes. Add your logo, brand colour, address and sign-off once, and every letter and email you generate carries them. Each practice in a group can have its own.

Yes. The colour palette tool restyles the whole system for your practice. Choose a ready-made palette, light or dark, or pick your own accent, top bar, background, card and text colours.

Yes. Admins and managers can open an All practices view that shows the consolidated position across the group: clients, open and overdue jobs, fees and time logged, with a breakdown for each practice. You can open any practice from it.

Your first practice pays the normal price for its client block, and every additional practice pays 50% of that price. Every feature and every user is included, and the first three months are free.

Yes. Letters and emails carry each practice’s own branding, even when the templates are shared, and each practice can choose its own colour palette for Lumos.

[Hosting location and certifications to be confirmed]

Roles keep staff to their own work, while admins and managers see the whole practice. An audit trail records who changed what and when.

Training videos and a certificate at four levels, from getting started to fully customising Lumos. Complete every level to become a Lumos Wizard and receive perks.

[Academy pricing to be confirmed]

Request a call back or start a live chat in opening hours, or email us at any time, including out of hours. [Contact details and hours to be confirmed]