Internal use only. All policies and procedures referenced here are the live versions held in ClickUp. Last reviewed against AML Policy April 2026.
Crown Portals
Internal Portal
internal.crownpayrollservices.co.uk · Staff dashboard, software systems, policies and procedures.
Current portal
Client Portal
clients.crownpayrollservices.co.uk · KYB, KYC and onboarding forms for business clients and individuals.
Open Client Portal →
Partner Portal
partners.crownpayrollservices.co.uk · Subcontracted payroll, B2B engagements and accountancy referrals.
Open Partner Portal →
The Team
Dean Ainslie
Founder · CEO · MLRO
Firm strategy, compliance & final approvals. Escalation point for any matter requiring director-level sign-off.
Lorraine Harris
Office Manager
HR, benefits approvals & client onboarding. First point of contact for the team on day-to-day matters.
Mobile07586 679191
Fern Brackley
Assistant Accountant
Accounting & bookkeeping. Day-to-day client ledgers, reconciliations and management accounts support.
Mobile07570 954385
Practice Management
ClickUp
Practice workspace — clients, tasks, internal docs, AML records.
Open ClickUp →
GoProposal
Client proposals, fee scoping and engagement letters.
Open GoProposal →
HR & People
Accounts & Payroll
Xero
Bookkeeping, payroll, and client accounting.
Open Xero →
People's Partnership
Workplace pension reporting and contribution submissions.
Open Pension Portal →
HMRC
HMRC Agent Services
Making Tax Digital, agent authorisations, new services.
Open Agent Services →
HMRC Online (Agent)
PAYE, Corporation Tax, Self Assessment and VAT for clients.
Open HMRC Online →
HMRC Portal
Government Gateway entry for general HMRC services.
Open Gov Gateway →
AML & Compliance
Veriphy
AML, KYC and ongoing monitoring checks for clients and individuals.
Open Veriphy →
IAB Member Portal
Supervisory body — CPD records, compliance updates, member resources.
Open IAB Portal →
Security & Signing
1Password
Shared vaults, client credentials, secure notes.
Open 1Password →
Adobe Sign
Send and track engagement letters, KYC forms, and other signed documents.
Open Adobe Sign →
Communication
Google Workspace
Email, Drive, Calendar — the firm's core working environment.
Open Gmail →
Shift
Workspace launcher for switching between accounts and apps.
Open Shift →
Policies & Procedures
AML Policy
Internal › AML · v. May 2026 · Crown Payroll Services Ltd anti-money-laundering policy.
Open document →
Firm-Wide Risk Assessment
Internal › AML · April 2026 · Annual risk assessment under MLR 2017.
Open document →
AML & Onboarding SOP — Full
Internal › AML · 9-step procedure covering enquiry through to engagement.
Open document →
AML & Onboarding SOP — Summary
Internal › Policies & Procedures · Draft summary pending IAB written responses on PSC + 2 directors rule and pension scheme guidance.
Open document →
AML Staff Training Log
Internal › AML · Annual AML training records for all staff.
Open document →
Staff Benefits Policy
Internal › Policies & Procedures · v1.1 May 2026 · Birthday leave, duvet days, vouchers, financial support, EAP, and the approvals chain.
Open document →
Client Onboarding & KYC
Customers › CRM · KYC links, references and quick-access for client onboarding.
Open document →
Onboarding Process Flow
Customers › CRM · Step-by-step flow chart for taking on a new client.
Open document →
Flick Learning — Training Links
Internal › Training · Quick-access links to Flick Learning courses.
Open document →
iHasco Training
Internal › Training · iHasco compliance training access.
Open document →
Data Protection & GDPR Policy Coming soon
Internal data handling, retention schedules, subject access requests and breach procedures.
Coming soon
Payroll Run Checklist Coming soon
Pre-run, run, and post-run sign-off checklist with timestamped completion.
Coming soon
Pension Auto-Enrolment Procedure Coming soon
Enrolment, contributions, re-enrolment cycle and TPR declarations.
Coming soon
Wellbeing Policy In drafting
Manager-led wellbeing policy currently in drafting — covers EAP, escalation routes and check-in cadence.
In drafting
Forms & Operations
Internal submission forms coming next
Submission forms for the operations the team currently handles by email or in passing. Each submission lands in the portal inbox, timestamped, with a record kept against the relevant client or staff member. All requests route to the Office Manager (Lorraine) with escalation to the Director (Dean) per the Staff Benefits Policy approvals chain.
Phase 2 — in scoping