For accountancy firms
Run every client from one panel — free for your practice
Add clients, switch straight into their portal, and pay one simple licence per active client each month. Your clients pay nothing.
1
Add your clients
Import clients in bulk from a CSV, or invite existing Company Office users to move under your practice.
2
Switch into any portal
One click drops you into a client’s account to invoice, reconcile or file on their behalf.
3
One monthly invoice
Pay a single £0.99 licence per active client — your clients pay nothing at all.
Everything the practice needs, nothing your clients pay
- Free partner panel — unlimited team members
- One-click switch into any client’s portal
- Single monthly invoice for all client licences
- Client-approval takeover flow protects their data
- Bulk CSV client import
- Priority partner support
Per active client
£0.99/ month
Billed to the practice · clients pay nothing
The partner panel, unlimited team seats and priority support are all free. You only pay for clients you’re actively managing.