HR software for accountancy firms
You keep everyone else's records straight. CoDash keeps yours - through busy season and the rest of the year.
CoDash gives accountants and their practices visible capacity for January and year-end - team calendars with coverage guardrails, TOIL for the long weeks, and overtime that settles cleanly - plus CPD evidence through training compliance and certification registers, and retention rules applied the way you'd advise a client to apply them.
Busy season with the lights on
The team calendar shows exactly who's available through January; coverage guardrails stop the last two VAT specialists booking the same week off. Long hours become TOIL in the balance or paid overtime settled from the finance view - recorded, not remembered.
CPD you can evidence
Training compliance auto-enrols people onto mandatory courses and chases renewals; the certification register tracks qualifications with expiry dates. When the institute asks, the evidence is a filter, not a folder hunt.
Records kept like you'd advise
Retention auto-purge on your schedule, leaver anonymisation, subject-access exports in one click, and an audit trail on every change - the standard you hold clients to, applied to your own staff records.
Growing your own
Career frameworks from trainee to partner-track, review cycles with structured templates, and a skills matrix across service lines - progression made legible for the people doing the exams.
What we deliberately don't do
Practice management, timesheets-for-billing and client workflow stay in your practice suite. CoDash runs your own people beside it.
Worth reading alongside
- TOIL vs overtime pay for busy season
- Holiday carry-over rules - what must, may and can't roll over
- Refusing holiday requests lawfully during peak periods
- Training needs analysis for CPD planning
Common questions
Can we block leave clashes during January?
Coverage guardrails show approvers the team's remaining capacity and can require senior sign-off for sensitive periods - the clash is visible before it's approved.
How does CPD tracking work?
Courses can be mandatory with auto-enrolment and renewal periods; completions and certificates land in a register with expiry chasing.
Does it export for payroll?
Yes - pay-run exports shaped for common payroll software, and overtime flows to a finance payout view with a payroll-ready CSV.
What happens to leaver records?
Configurable retention with auto-purge, and one-click anonymisation that scrubs identity while keeping the numbers your reporting needs.
See it before January does
The demo is open - check the coverage view and the training register. No sign-up, no sales call.