Accountin Plus practice management software for accountants
Accountin Plus is the practice management upgrade to Accountin. It adds a CRM, proposals and engagement letters, taking on new clients with ID checks, jobs and deadlines, time recording and fees. It costs £49 a month per practice, plus VAT, for any number of users and clients, and is coming soon.
Free for the first year for practices that join the waiting list before Accountin opens.
From first enquiry to the client's first job
- 1
Enquiry
Each new enquiry is an opportunity in the CRM, from first contact to new client.
- 2
Proposal
Built from your own services and prices, opened and accepted on the prospect's phone.
- 3SignedOtley Road Dental Ltd
Engagement letter
Signed online when the proposal is accepted, and kept on the client's record.
- 4PassedCredas
ID check
Identity checks through Credas or Amiqus, with the result kept for your AML file.
- 5
Jobs
Recurring jobs set up from templates, with stages, due dates and the person doing each.
Proposals and engagement letters, signed online
Build each proposal from your own list of services and prices, billed monthly, yearly or as a one-off. The prospect opens it on a phone or computer, sees every service and its fee, and accepts by signing the engagement letter online. Accountin Plus shows you when each proposal was first opened and when it was signed.
- Your own services, prices and letter wording
- The monthly equivalent shown beside the annual fee
- The signed letter kept on the client's record
Jobs, deadlines and time recording
Each recurring job, from monthly bookkeeping to the year-end accounts, is set up from a template with its stages and due date. Everyone in the practice sees what is theirs, what is waiting for the client and what is late, and records time against the job as they work.
- Job templates with their stages and due dates
- Capacity for each person in the team
- Time recorded against the fee for each job
Everything in Accountin Plus
CRM
Organisations, people, tasks and every opportunity from first enquiry to new client. Import prospects from a spreadsheet, and with Accountin Marketing each website enquiry arrives as a new prospect.
Taking on new clients
A checklist for each new client, from the ID check and the signed engagement letter to setting up their jobs.
ID and AML checks
Identity checks through Credas or Amiqus, with the result kept on the client's record for your anti-money laundering file.
Client requests and portal
Ask a client for records or an answer. They reply and upload files through their own login, and you see what is still outstanding.
Inbox and calendar
Messages from clients in one inbox, each filed against the client, with meetings and deadlines on a calendar the whole team shares.
Fees and debts
Work in progress, fee schedules and aged debts for every client, side by side with the time recorded.
Automation
Rules for the routine steps in each job, set up once for the whole practice.
Reports
New business, capacity, time and fees for the practice and for each person in it.
One price for every team size
Accountin does the accounting work: books, VAT, income tax updates, year-end accounts, CT600, Self Assessment and payroll. Accountin Plus runs the practice around that work, on the same client list and with the same login for your team. Plus is sold only as an upgrade to Accountin.
A month, plus VAT, on top of Accountin.
Questions about Accountin Plus
What is Accountin Plus?
Accountin Plus is the practice management upgrade to Accountin, the online accounting software for small UK practices. It adds a CRM, proposals, engagement letters, taking on new clients, ID checks, jobs, time recording, fees and a client portal.
How much does Accountin Plus cost?
£49 a month per practice, plus VAT, on top of Accountin. The price covers every user and every client in the practice. Practices that join the waiting list before Accountin opens get Accountin Plus free for their first year.
Can I buy Accountin Plus on its own?
Accountin Plus is sold only as an upgrade to Accountin, because it works from Accountin's client list.
Which software does Accountin Plus replace?
Practices use Accountin Plus in place of a separate CRM or practice management package, such as Karbon, TaxCalc Engager, Pixie, Capsule or HubSpot. The cost comparison sets out what each of those charges.
Do clients pay to use the client portal?
Clients log in free to answer requests, upload records and sign their engagement letters.
When can I use Accountin Plus?
Accountin Plus is coming soon. It opens to the waiting list first, in the order practices joined.
The founding offer for practices on the waiting list
- The price stays at £175 a year for the first user and £90 a year for each extra user, plus VAT, for as long as you stay with Accountin.
- We move your clients across from VT, BTCSoftware or Taxfiler for you.
- Accountin Plus free for your first year. Plus is coming soon, at £49 a month per practice, plus VAT.
The offer is for practices that join the waiting list before Accountin opens. Accountin opens to the waiting list first, in the order practices joined, with 30 days free. We have not set an opening date.
Join the waiting list for Accountin Plus
We will contact you when Accountin Plus opens to your practice. Places open in the order practices joined.
Join the waiting list