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Use your PMA Google account (@pmaaccountants.co.uk).
Only people Asif has added can get in. If you need access, ask him to add you.
Use your PMA Google account (@pmaaccountants.co.uk).
Only people Asif has added can get in. If you need access, ask him to add you.
PMA Accountants · Practice Hub
Recurring work from Sodium: what's due this month, what's brought forward, and what's coming up.
Every client in Sodium. Open one for its jobs, Companies House, meetings, money and compliance in one place.
| Client | Open jobs | Next deadline | |||
|---|---|---|---|---|---|
| Loading clients… | |||||
Accounts and confirmation statement deadlines for every limited company and LLP client in Sodium (active, inactive and prospects), and whether each one is in PMA's Inform Direct portfolio.
| Number | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| Loading the register… | |||||||||
| Number | |||||||||
|---|---|---|---|---|---|---|---|---|---|
Dates come from Companies House and are refreshed every night (or when an admin presses Refresh). The companies come from Sodium – every limited company and LLP client, matched on the company number in Sodium – plus any added here. "In portfolio" means the company is in PMA's Inform Direct portfolio, checked through Inform Direct's API. VAT numbers come from Sodium or are typed in here. Nothing is filed from this page, and Vision never changes the Inform Direct portfolio.
Every client's ID checks, PEP and sanctions screening and risk assessment, read by Vision straight from Xama.
| Client | Stage | Next review | What's outstanding | |||
|---|---|---|---|---|---|---|
| Loading the AML register… | ||||||
Read from Xama every night and when you press Refresh. The clients come from the Xama ids held in Sodium, plus any account Xama's own list returns; each is matched to a Sodium client by that id, then company number, then name. Risk reviews are counted as Low every 24 months, Medium every 12 and High every 6 from the last completed risk assessment – Vision's assumed policy, to be confirmed against PMA's AML policy. Nothing is requested, run or changed in Xama or Sodium from here.
Every open Sodium job, what's late and what's coming up.
| Due | Job | Status | Owner |
|---|
Your day, what needs a reply, and the admin to keep an eye on.
Ask about clients, jobs, deadlines, meetings, your calendar and email. Claude looks it up in Vision and answers.
Who you're seeing, what it's about, and your latest emails with them.
Granola and Fireflies notes. The last 30 days show here; use the calendar or search to find older ones.
Action items owned by you in the meetings shown, newest first. Turn them into Sodium tasks where they need tracking.
What Vision reads from. Everything is read-only unless it says otherwise, and keys never appear here.
Asif's writing on accountingjournal.uk.
Read every hour from Substack's public post list (the same data the Substack site uses – not an official API, so Vision falls back to the RSS feed if it changes). Subscriber numbers and stats aren't read.
How PMA does each service, step by step.
PMA's live client documents in Socket: the terms, privacy policy and engagement letters clients receive.
PMA's public Socket forms. Open one, or copy its link to send to a client.
PMA's own money, from PMA Accountants' Xero. Read-only – Vision never sends chasers.
| Client | Overdue | Outstanding | Oldest due | Invoices | |
|---|---|---|---|---|---|
| Loading… | |||||
Cash in the bank, fee income by month and the profit and loss, from the same Xero organisation.
Every Xero organisation PMA looks after: its status, edition and who pays for it.
| Organisation | Status | Edition | Owner | Check | Sodium | Actions | |
|---|---|---|---|---|---|---|---|
| Loading… | |||||||
Who pays comes only from the Owner column. Cancelled counts cancelled and trial-expired subscriptions. Status, Edition, Owner and Comment sync both ways with the linked Sodium client's Xero Subscription fields (latest change wins). Every change is recorded in the audit log.
Load a JSON export from the Claude hub into Vision: {"collection": "xero-subs", "rows": [...]}. Rows are matched by id – new ones are added, existing ones updated, nothing is deleted.
Who can use the hub. Everyone signs in with their PMA Google account and must also be on this list.
| Person | Role | Sodium user |
|---|