ADVT supports audit, tax, and accountancy practice across the UK, Ireland, and internationally through its strategic business unit – Retain. With a unique portfolio of transformative technology solutions covering resource and engagement management, and workforce optimisation, the Group’s tech stack for this sector expertly addresses the core operational pressures of modern professional services firms.
Retain offers deep domain skills for the imperative to optimise billable utilisation, the management of complex multi-engagement workforces, the drive for transparency and accountability, and the responsible adoption of modern technology to fuel productivity.
Resource Management for Global Audit, Tax & Accountancy Enterprise
ADVT Resource Management is trusted by the world’s leading audit, tax, and accountancy firms – from ‘Big Four’ to mid-tier.
Purpose-built for the complex resourcing demands of professional services, practices can plan consultant allocations across multiple concurrent engagements, match talent to assignments by skills, qualifications, and certifications, and track utilisation and capacity in real time.
Crucially, engagement economics — revenue, cost, and profitability — are visible alongside resource allocation as work progresses, allowing partners and operations leaders to identify margin pressure early and act before it impacts the bottom line.
Suitability matching and automated scheduling further reduce the administrative burden on resource managers, enabling better decisions at pace.
ADVT Workforce Management is highly regarded and trusted by the Audit, Tax & Accountancy Sector
Again, Retain has a strong presence globally in Workforce Management for this sector. It provides powerful time and attendance, flexitime, and employee self-service capabilities suited to the multi-site, hybrid-working environments typical of modern accountancy practices.
Mobile deployment for key tasks supports on-site and remote staff whilst access control enables the safety of the business, staff and clients.
By automating workforce data capture and payroll preparation, it reduces administrative overhead and ensures firms maintain accurate, audit-ready records of time worked — supporting both internal governance and the accurate tracking of billable versus non-billable time.
Together, ADVT's solutions form a practical, proven, and trusted technology partnership for audit, tax, and accountancy firms committed to productivity, transparency, and sustainable profitability.
ADVT’s Retain Human Capital platform is ISO 27001 certified and SOC 2 Type 2 compliant, reflecting the security and data governance standards demanded by firms operating in highly regulated and client-sensitive environments.
ADVT is a proven, long-term partner to some of the world's largest and most demanding professional services organisations.
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