More of the clients you want. Less of the admin you don’t.
For accountants and bookkeepers — service pages that rank, fixed-fee quote tools, and onboarding that runs itself. Built to bring in better-fit clients and win back your week.
An AI team that never clocks off.
Your site, CRM and SEO bring the work in. These agents handle it once it lands — onboarding clients, chasing records, and answering the routine queries — wired into the software you already run.
Collects ID for AML, 64-8 agent authorisation, bank details and software access the moment a client signs up — so onboarding starts itself instead of eating your week.
Chases clients for their records and approvals ahead of self-assessment, VAT and payroll deadlines — persistently, on its own — until they deliver.
Handles the routine 'can I claim this?' questions and drafts replies in your voice, so the team only touches what genuinely needs an accountant's judgement.
Built for how practices grow.
Pages for what you actually do — limited company accounts, self-assessment, VAT, payroll, bookkeeping — and the sectors you specialise in, so you’re found by the clients you want, not just "accountant near me".
Enquiry forms that capture turnover, entity type and services needed up front, then collect ID, 64-8 agent authorisation and bank details through a secure client portal — so onboarding starts itself instead of eating your week.
An instant pricing tool that turns "how much?" into a clear monthly figure based on turnover and services — qualifying the lead and anchoring on value, not racing £20-a-month online filers to the bottom.
ICAEW, ACCA and AAT marks, Xero, QuickBooks and Sage partner badges, client reviews and named-accountant profiles — the credibility that makes a business hand over its books, in a CMS you can keep current.
The results we build toward.
Bring in
better clients.
Common questions
Will it bring in better clients, not just more enquiries? +
Yes. Intake is built to qualify — turnover, entity type, services needed — so enquiries arrive filtered for fit, and the searches you rank for attract businesses that value good advice over the cheapest monthly fee.
Can you build pages for each of our services and sectors? +
Yes. Limited company accounts, self-assessment, VAT, payroll, bookkeeping — plus the sectors you specialise in — each get a page built for SEO and AEO around how clients search, so you’re found for the work you want.
Do you build fixed-fee quote calculators? +
Yes — an instant fixed-fee estimate based on turnover and services is one of the strongest tools for an accountancy practice. It qualifies the lead, anchors on value, and drops the enquiry straight into your CRM.
Can it handle onboarding — ID checks, 64-8, software setup? +
Yes. A secure client portal collects ID for AML, agent authorisation (64-8), bank details and software access up front, so onboarding kicks off the moment someone signs up rather than starting a week of back-and-forth.
Will it integrate with Xero, QuickBooks or our practice software? +
Yes — we wire the website and intake into the tools you already run, so new-client data flows where it needs to without re-keying.
PROPER