For UK accountants and bookkeepers
Free for your practice, for good. Your clients pay 15% less, or you take 15% of our subscription. Or put clients on your own practice plan at wholesale and bill it inside your fee. Your call.
Free for your practice, forever
The accountant portal, client roster, act-as, quarterly reviews, document requests and messaging cost you nothing. No seat cap, no card.
Clients get 15% off — or you do
One choice for the whole firm, changeable any time. Give every client you bring 15% off for as long as they stay, with nothing to disclose. Or take 15% of every invoice they pay, settled monthly to Stripe Connect.
Wholesale at 30% off
Put a client's business on your practice subscription and bill the software inside your own fee. One monthly Stripe bill for the firm, one line per plan. The client sees "provided by your accountant" and nothing to pay.
Bring clients in minutes
A join link with your firm's name and logo, a CSV import for the whole book, or a single invite. Clients who join through you give you full access from day one — they can change that under Permissions.
Your first lead is free
Sole traders and landlords who click "match me with an accountant" land in a marketplace for verified firms. First claim is on us; after that £75 per introduction.
The maths
A 50-client book on Company Core, three ways
Same software, same clients. What changes is who keeps the difference.
Option A
Clients get 15% off
Each client pays £16.99 a month instead of £19.99 — for as long as they stay with you. You keep your own fee untouched and have nothing to disclose.
£1,800
saved by your 50 clients every year
Option B
You take 15%
Your clients pay list price; we credit you 15% of every invoice and pay it monthly. Commission your professional body may expect you to disclose.
£1,794
paid to your firm every year
Option C
Wholesale, 30% off
You pay £13.99 a client instead of £19.99, on one practice subscription, and bill the client whatever fits your fee. You own the relationship end to end.
£8,394
your practice pays for 50 seats a year — bill it as you like
Worked at Company Core's list price of £19.99 a month. Solo Core and Solo MTD scale the same way; add-ons follow the same rates.
Getting started
Three steps, one working day
- 1
Create your accountant account
Free, in two minutes. You get the portal straight away; a client can also invite you from their own account.
- 2
Verify your firm
AML registration, professional body and membership number. We review within one working day; verification switches on filing rights and the programme.
- 3
Choose your benefit and bring clients
Pick the client discount or the rev-share, copy your join link, import your book. Seat clients on your practice plan whenever you want to bill wholesale.
How a return moves from your screen to HMRC
The end-to-end workflow
Five steps from Agent Services Account handshake to SHA-256 receipt. Includes an honest breakdown of what is wired for direct filing vs. what we hand back as a ready-to-upload artefact.
See the workflow →
Manage every client in one place
Your roster shows every client's plan and what they've let you do. Act as a client to review AI-scanned receipts, check the ledgers and prepare returns — every action logged against your own name.
MTD-ready from day one
Built around HMRC's MTD requirements — quarterly updates, digital links, SA103F export, VAT returns. Direct submission switches on the moment our HMRC production access lands; until then every return is a ready-to-upload artefact and we say so.
Your name on the front door
Your join page carries your firm's name and logo. Clients arrive knowing who recommended the software and who is looking after their books.
Talk to us
Tell us about your practice and we'll come back within one working day. Books of 50 or more can talk to us about onboarding help and the practice plan.
Already decided? Skip the form and create an accountant account right away.
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