General practice procedures manual

In one package - everything you need to manage unregulated work in your practice. 

Our Product

The need for your work to be properly controlled has always been recognised for regulated assignments. However, it is equally important to control the quality of unregulated areas of work. Our manual is a comprehensive one stop shop for guidance, advice and support on a wide range of practice issues.

The Benefits

  • Comprehensive practical and technical guidance on:
    • Office procedures
    • Accounts preparation (unincorporated, audit exempt and management)
    • Taxation (personal tax, corporation tax and VAT)
    • Money laundering, ethical issues and client money regulations
    • Limiting liability
    • Maintaining and ensuring competence (CPD)
    • IT risks
    • and much more
  • Encourages best practice in all areas of unregulated work, and minimises the risks faced by your firm.
  • The online format provides a structured but flexible approach to your internal procedures.
  • Over 200 ready to use templates, letters and checklists including a wide range of engagement letters.
  • Up to date guidance and checklists aid compliance with money laundering and client money regulations.
  • Latest update includes guidance, checklists and letters to help you and your client's deal with the new requirements of Real Time Information (RTI)
  • Constantly updated to keep your procedures current and relevant.


The manual is available at a cost of £200 + VAT per annum. Members of the CA Practitioner Service are eligible for a 10% discount.

Eligible ICAS firms are entitled to free access to the manual. To be eligible, a partnership firm must have a minimum of 50% of ICAS principal members and Limited Companies have at least 50% of Directors as CA's.

In addition, ICAS Insolvency Practitioners and ICAS Tax Professionals (not already part of an eligible firm) are now entitled to free access to Chapter 14 - Money Laundering.

Obtain access

Eligible firms can register for free access to the manual by completing the following form.

Firms wishing to pay for access should contact or call 0131 347 0249. 

Please ensure you enter your firm name exactly as it would appear in the ICAS Directory
For ITPs and IPs requesting access to chapter 14 only please check appropriate box:


  • Practitioner offers and services
  • CA Practitioner Service (CAPS)
  • Practice hub

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