For accounting firms

Serve ten times the clients. Without the grind.

Document requests, reminders, queries, approvals, signatures and filing, all handled for you, so your team is free for advisory work.

Built for Making Tax Digital. Bring your whole book, import it in one go, and export it any time. Your data, your clients, no lock-in.

app.yourfirm.co.uk / clients
AC Acme LtdCompany
EF Elizabeth Fairfax, landlordIndividual
RC Rowan & CoFiled
HH Harper Hair StudioDue 7 Aug
The whole practice, not a feature

Most small firms run on five or six tools. Keelaris is all of them, in one login.

One login. One bill. One system that makes a small practice look and run like a big one, and does the jobs you spread across half a dozen tools today.

Tax & filingTaxCalc, IRIS Elements, BTCSoftware, Capium
Website, email & domainGoDaddy, Squarespace, Wix, Microsoft 365, Google Workspace
Client records & chasingExcel, SharePoint, AccountancyManager, mail merge
Onboarding & clients

One client record, not a spreadsheet.

Onboard a new client in one flow, then keep everything in one record. Add a company and it fills itself from Companies House; a person takes seconds.

  • Onboarding in one flow: ID and AML checks, engagement letter, agent authorisation
  • Companies auto-filled from Companies House; import your whole book in one go
  • Emails drafted from the record: right name, right figures, every time
  • Clear statuses: onboarding, needs info, ready, filed
clients / add
+ New clientCompany · 12345678
Directors, year-end, accounts datesAuto-filled
ID & AML checkPassed
Engagement letterSigned
filing / review
Q1 update, Acme LtdDrafted, ready to review
Office rent queryResolved · receipt attached
Reviewed byH. Ellery
Signed off byE. Whitmore (ACCA)
HMRCSubmitted
Filing & sign-off

Prepared by AI that keeps up with the rules. Signed off by you.

Keelaris drafts every return from the client's records, with AI that stays current as the rules change, showing its working and flagging judgement calls. Your team reviews, a qualified accountant signs, and it files under your agent account. Nothing reaches HMRC without you.

  • MTD quarterly updates, Self Assessment, CT600 and accounts
  • Every figure keeps its source document attached
  • Preparer and signer kept separate, by design
  • A full audit trail of who did what
Always current

The rules change. Keelaris already knows.

Tax rules change every year, often mid-year. Keelaris tracks each change and its effective date, and shows in each client's workspace how it applies to them. Nothing changes on a return without you.

  • Changes tracked with effective dates, flagged per client
  • Per client: what changed, what it means, what to do next
  • Rates, thresholds and allowances always current
clients / Harper Hair Studio
MTD for Income Tax, mandatory Apr 2026Applies to this client
Dividend allowance now £500Flagged for review
What it means2 notes for client
Next actionFirst quarterly by 7 Aug
yourfirm.co.uk
Google: "accountant near me"Top 3 result
AI search: "find me an accountant"Recommended
New lead: Priya S., self-filerWants an accountant
Client portalcustomers.yourfirm.co.uk
Marketing & lead generation

A website that actually brings you clients.

Most accountants' sites are business cards no one visits. Yours is built to be found, tuned for Google and the AI assistants people now ask to find an accountant, so local searches become enquiries. And as people file their own tax on Keelaris, we send the ones who want an accountant your way.

  • Found on Google and in AI search, so local clients discover you
  • Newsletters and mail-merge campaigns to your list, personalised from each record, no wrong names
  • Publish to Google Business Profile and social from Keelaris
  • Warm leads routed to you as people file on the platform
  • Website, email and a branded client portal, one bundle on your own domain, up to 20 mailboxes
Deadlines & reminders

Nothing slips through.

Every deadline for every client on one timeline, pulled from Companies House and HMRC. Keelaris chases clients and staff with reminders and follow-ups, so you are not the one remembering.

  • Deadlines auto-pulled from Companies House and HMRC
  • Automatic reminders and follow-ups to clients and staff
  • Documents in the client portal: send in a click, or they log in and grab them
  • No more annual "please send us everything again"
calendar
Confirmation statement, Rowan & Co14 days
Reminder sent, Harper HairFollow-up 2
Documents requested, E. Fairfax2 outstanding
Accounts, AcmeNov
Your team, your rules

Add your whole team. Give everyone exactly what they need, nothing more.

Owner
Everything, plus billing, branding and team.
Preparer
Manages clients and drafts filings. Cannot sign off.
Signatory
Reviews, signs and submits. Qualified accountants only.
Staff
Onboarding and document chasing. No sign-off.
Read-only
Sees everything, changes nothing.
Why it changes the maths

A lean team, thousands of clients, and keep the ones everyone else drops.

By hand, one fee-earner caps out at a few hundred clients. Automate the preparation, chasing and record-keeping, and a lean team handles thousands, with a qualified accountant still signing every return. You keep the small clients everyone else is dropping before Making Tax Digital, and stay profitable doing it.

How it works

Set up in an afternoon. Live as your authorisations come through.

1

Set up your firm

Your brand, your domain, your emails. We handle the technical bits.

2

Bring your book

Import your clients in one go. Company details auto-fill from Companies House, and we track agent authorisation for each.

3

Start filing

Drafts prepared for you. Your team reviews and signs off, and files as HMRC authorisation lands.

4

Give clients the portal

They log in and see what's filed and what's coming. You look on top of it.

Pricing

Plans that grow with you.

Free
£0 / month
Up to 3 clients
Get going, no card needed.
  • Client management, up to 3 clients
  • Deadline calendar & reminders
  • Document vault & client portal (Keelaris domain)
  • Filing to HMRC, under your agent account
  • Team & roles
Start free
Core
£29 / month
+ £1 per client, per month
Run your practice, top to bottom.
  • Unlimited clients, your whole book
  • Deadline calendar & reminders
  • Document vault & client portal (Keelaris domain)
  • Filing to HMRC, under your agent account
  • Review & sign-off, team & roles
Book a demo
Practice
£89 / month
+ £1 per client, per month
Everything your clients and prospects see, under your brand.
  • Everything in Core
  • Your own website, domain and up to 20 emails
  • A branded client portal on your own domain
  • Campaign publishing to Google & social
  • Client leads as the network grows
Book a demo
Scale
£199 / month
+ £1 per client, per month
For growing, multi-office firms.
  • Everything in Practice
  • Unlimited business emails
  • Multiple offices & brands
  • Integrations & advanced permissions
  • Priority support
Talk to us

Free for your first 3 clients, no card needed. Paid plans add £1 per client, per month, with two months free when you pay annually. UK-hosted, encrypted and GDPR-compliant: you stay the data controller, we are your processor. Your data, your clients, no lock-in.

See it with your own client book.

A short walkthrough, set up around how your practice actually works.