Priced per client. Nothing until you add one.
One plan for practices. It sits on top of what you already use, and one monthly Direct Debit covers your whole client book.
Accountant Co-Pilot
£59 per active client / month
Free for 14 days · up to 5 clients · no payment details needed
- Billed per active client. No platform fee, no seat fee, no minimum.
- One command centre across your whole client book
- Pre-Flight Advisory Pack for every client meeting
- Clients ranked by risk, with deadlines, collections and opportunities for each.
- Unlimited practice users
- Your practice brand on the client's in-app experience
- Add or archive clients as your book changes
Start a free practice trial
Free for 14 days · up to 5 clients · no payment details needed
White-label
Your brand. Your client experience.
For practices that need a fully branded experience and a tailored rollout.
A profit line, not a cost.
You set what you charge your clients for advisory. We bill the practice £59 per active client, and the preparation is done before you open the file.
Frequently asked