For accounting firms

Serve thousands of clients. Under your own name.

Your website, your email, your client book and your filing, in one place. Hand the compliance grind to the software, so one accountant can serve far more clients — and you keep the advisory work that needs you.

Bring your whole client book — we migrate it for you. Built for Making Tax Digital, 2026 to 2028.

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 juggle a website, a mailbox, a filing tool and a pile of folders. Keelaris is all of that, in one login.

One login. One bill. One system that makes a small practice look and run like a big one.

Client management

Your whole client book, managed.

Add any client in a minute. For a company, the details pull straight from Companies House. For a person, it's a couple of fields. Assign them across your team and see every status at a glance.

  • Companies auto-filled from Companies House; individuals in a couple of fields
  • Import your whole book at once
  • Assign clients to specific accountants and reviewers
  • Clear statuses: onboarding, needs info, ready, filed
clients / add
+ New clientCompany · 12345678
Directors, year-end, accounts datesAuto-filled
Assigned toE. Whitmore
Websiteacme.co.uk
filing / review
Q1 update — Acme LtdDrafted, ready to review
Client — office rent queryResolved · receipt attached
Reviewed byH. Ellery
Signed off byE. Whitmore (ACCA)
HMRCSubmitted
Filing & sign-off

Drafted for you, signed off by you.

Keelaris drafts every return from the client's records — built together in one place, not by emailing spreadsheets back and forth to classify. Your team reviews, a qualified accountant signs off, and it goes to HMRC under your own agent account. Prepared by anyone on your team; signed only by the people you authorise. Nothing reaches HMRC without a human.

  • MTD quarterly updates, Self Assessment, CT600 and accounts
  • You and the client sort every query in one place — no spreadsheets over email
  • Every figure keeps its source document attached — receipt, statement or invoice
  • Drafts prepared automatically, with a note on every judgement call
  • Preparer and signer kept separate, by design
  • A full audit trail of who did what
Your brand & presence

Look like the firm you are.

A proper website on your own domain, that you edit yourself. Up to 20 clean business email addresses for you and your team. And a branded client portal where clients see what's filed and what's due, upload the documents you ask for, and answer your questions — all in one place, no email.

  • A professional website on your own domain, no developer needed
  • Up to 20 business emails[email protected] for the whole team
  • A branded portal at customers.yourfirm.co.uk — clients upload documents and fix queries themselves
  • Your logo, your colours, your name on everything clients see
yourfirm.co.uk
Mailboxes used3 of 20
Client portalcustomers.yourfirm.co.uk
calendar
Confirmation statement — Rowan & Co14 days
VAT return — Harper Hair7 Aug
Quarterly update — E. FairfaxReady
Accounts — AcmeNov
Never miss a deadline

Nothing slips through.

Every obligation for every client, pulled in automatically and put on one timeline. The system chases the client and your team, so you stop being the one who remembers.

  • Deadlines auto-pulled from Companies House and HMRC
  • Escalating reminders to clients and staff
  • A document vault so records live in one place, for good
  • No more annual "please send us everything again"
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

One accountant, thousands of clients — and keep the ones everyone else drops.

A practice caps out at a couple of hundred clients per accountant because preparing returns by hand doesn't scale. Automate the preparation, the chasing and the record-keeping, and one accountant can handle 800 to 1,500. The same firm grows into thousands of clients — and profitably keeps the small ones that every other practice is shedding before Making Tax Digital.

How it works

Live in an afternoon, not a quarter.

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.

3

Start filing

Drafts prepared for you. Your team reviews and signs off.

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
  • 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
  • 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 see, under your brand.
  • Everything in Core
  • A branded client portal
  • Your own website and domain
  • Up to 20 business emails
  • Your logo & colours throughout
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. 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.