Migration checklists, conflict-check databases, engagement-letter templates, file-review SOPs — the operational artefacts every UK practice runs on.
PracticeBase templates are operational artefacts for UK accountancy and law practices. They cover 90-day migration planning, software-stack audits, conflict-check databases, engagement-letter migration, file-review cadence, AML and CDD evidence, client communication scripts and go-live readiness. The templates are designed for practical use during onboarding, not as generic downloads detached from the way a practice actually works. Each one turns a risky migration step into a visible owner, deadline and evidence trail.
A practical worksheet for mapping systems, contracts, compliance evidence, support gaps and owner-admin drag.
Open worksheet →The next wave includes the engagement-letter migration sheet, file-review SOP and go-live readiness checklist.
Templates are used during the 90-day onboarding plan. They turn migration into visible work: who owns the data export, which client records need checking, what evidence is missing, and what the team must rehearse before go-live.
Every template is written for a real operating moment: a practice owner reviewing the stack, a COFA checking legal accounts, an MLRO reviewing CDD, or a bookkeeper preparing clients before the portal switch.
