Simple firm-wide pricing
One plan. Your whole firm.
Choose the client allowance that fits your practice. Every plan includes the complete record-collection toolkit.
Starter
For smaller client portfolios
£49/mo +VAT
Billed monthly
Up to 50 active clients
- All core features
- Unlimited team members
- Secure client upload pages
- Export your data anytime
Practice
For growing accounting firms
£99/mo +VAT
Billed monthly
Up to 200 active clients
- All core features
- Unlimited team members
- Secure client upload pages
- Export your data anytime
Enterprise
For larger practices
Contact us
200+ clients · Tailored allowance
- All core features
- Unlimited team members
- Secure client upload pages
- Export your data anytime
- Onboarding help
14-day free trial, no card required. Trial includes Starter’s 50-client allowance.
Contact us to arrange a paid plan. Online payment is not currently available.
Compare the details.
| Feature | Starter | Practice | Enterprise |
|---|---|---|---|
| Active clients | 50 | 200 | 200+ |
| Personal upload links | Included | Included | Included |
| Quarterly checklists | Included | Included | Included |
| Automatic reminders¹ | Included | Included | Included |
| AI document checks | Included | Included | Included |
| MTD deadlines view | Included | Included | Included |
| Owner, manager & staff roles | Included | Included | Included |
| CSV / Excel import | Included | Included | Included |
| Firm branding | Included | Included | Included |
| Private encrypted storage | Included | Included | Included |
| Data & ZIP export | Included | Included | Included |
| Configurable retention | Included | Included | Included |
| Onboarding help | Not included | Not included | Included |
¹ Automatic email sending requires a connected sending domain. AI checks are advisory, not a substitute for professional review.
Pricing, explained.
What counts as an active client?
A client who is not archived counts towards your firm’s allowance. Archived clients do not count. The allowance is shared across your whole firm, not per team member.
Can I change my plan?
Yes — contact us to arrange an upgrade or downgrade. If your firm exceeds its active-client allowance, you can still view existing data but cannot create new requests until you reduce active clients or upgrade.
What happens after my trial?
If your trial ends without an active paid plan, your firm becomes read-only. You can still view, download and export your data. Contact us to arrange a paid plan.
How does annual billing work?
Annual pricing is equivalent to paying for ten months: £490/year +VAT for Starter, or £990/year +VAT for Practice. The displayed monthly equivalent is rounded to two decimal places.
Is VAT included?
No. All published prices are in GBP and exclusive of VAT. Applicable VAT is added to your invoice.
Your next quarter. Under control.
Start your 14-day free trial. No card required.