Dashboard

Available Plans

Existing accountant clients are added manually by the accountant and do not need to choose a paid public plan here.

Self Bookkeeping

For clients who want to do their own bookkeeping and submit themselves.

£10.00/mo
£10 / month

Includes

  • Create your business profile
  • Add bank and credit card accounts
  • Upload bank transactions
  • Categorise income and expenses
  • Profit & Loss report
  • Balance Sheet report
  • MTD Income Tax dashboard if applicable
  • You submit your own tax information

Bookkeeping + Accountant Submit

For clients who do bookkeeping themselves, but want accountant submission support.

£25.00/mo
£25 / month

Includes

  • Everything in Self Bookkeeping
  • Accountant can review your records
  • Accountant can monitor deadlines
  • Accountant can prepare submission workflow
  • Useful if you do the daily bookkeeping
  • Submission handled by accountant outside the portal

Full Accountant Service

For clients who want the accountant to handle bookkeeping and submission.

£75.00/mo
£75 / month

Includes

  • Accountant manages bookkeeping workflow
  • Accountant reviews bank transactions
  • Accountant monitors VAT / MTD / company deadlines
  • Profit & Loss and Balance Sheet reports
  • Best for clients who want less admin work
  • Higher monthly support level

Payment Flow

You will create your account first. After registration, payment will be connected to your client profile, so your subscription is assigned correctly.