An accountancy quote calculator for your website.
Your client answers questions about their business. They see the services that fit, a price for each and the identity checks you need to run. They choose their services and agree online, and you both get a signed copy.
The demo shows the real tool on example rates. Tap the screen or press Next to step through it.
Your tool asks the same questions, priced on your own rates.
The questions you'd ask on a call.
Your client answers these about their business, before you speak. Services and prices follow from their answers.
- How would you describe yourself?
- How will you set up?
- How many directors, partners or members?
- Do any directors take dividends?
- Does anyone who isn't a director own or control more than 25% of the company?
- Roughly what was your turnover or income in your last tax year?
- Are you VAT registered?
- Do you run a payroll?
- How many staff, not counting directors?
- Do you work under the Construction Industry Scheme (CIS)?
- Would you like us to do your bookkeeping?
- Roughly how many transactions a month?
What it shows clients that a phone call misses
Identity checks for everyone
Identity checks are ticked for the client, one for each person. The tool asks how many directors, partners and owners there are.
Required, recommended, optional
Services are grouped so clients see what they must have, what suits them and what is an extra.
Making Tax Digital
The client's turnover decides whether Making Tax Digital is shown as required, recommended or not needed yet.
VAT, payroll and CIS
The answers on VAT, payroll, staff and the Construction Industry Scheme add the matching services, such as returns, payslips and pensions.
It sits on your site, in your colours.
Fewer wasted calls
Clients see the services and prices before they speak to you.
A price that fits the client
Their structure, turnover, staff and tax set-up are all in it.
The detail in your inbox
Their answers and the services they chose reach you, ready for the conversation.
The real tool for accountants, on example rates, for a made-up firm.
£299 a month
Your accountancy tool. One monthly price, separate from the trade packages. No set-up fee. No minimum term.
Accountants: common questions
Who can it handle?
Individuals, sole traders, partnerships, LLPs, limited companies, community interest companies, dormant companies, charities, trusts and people starting a new business.
Does it cover bookkeeping and payroll?
Yes. Bookkeeping is estimated from the client's monthly transactions. Payroll is priced for each person paid.
What about Companies House fees?
They are passed on at cost and shown in the totals.
Am I tied to the price?
No. Every price the client sees is marked as to be confirmed by you.