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Octotax is new and being tested with its first users. Tell us what you think
Octotax for Accountants

Practice management for UK accounting firms

Every client deadline in view, before it's a problem.

Octotax for Accountants keeps your client records in step with Companies House, puts every filing on one worklist, and handles engagement letters, AML and documents in a portal your clients can actually use.

Start a 14-day free trial See pricing

No card needed. Your data stays separate from every other firm's.

DeadlinesExample practice
  • Harbour Lane Bakery LtdAnnual accounts · due 31 Oct9 days late
  • Kestrel Fabrication LtdVAT return, Q3 · due 7 DecDue in 28 days
  • R. OkaforSelf Assessment 2025/26 · due 31 JanQuestionnaire back
  • Wren & Hollis LLPConfirmation statement · due 14 JanReady to file
  • Cedarhill Consulting LtdCorporation Tax · due 1 OctFiled
1 overdue · 3 coming up
  • Companies House sync
  • Engagement letters and e-signing
  • AML register
  • Client portal
  • Import from any CSV

One place for the work, instead of six spreadsheets

Built around the jobs a small practice does every week, from onboarding a new company to chasing the last Self Assessment questionnaire in January.

  • Client records from Companies House

    Add a company number and the record fills itself: officers, registered office, year end and every filing date. It re-syncs, so nothing drifts.

  • Every deadline on one worklist

    Accounts, confirmation statements, Corporation Tax, Self Assessment, VAT and payroll, sorted by what's due next, with who's doing it.

  • Engagement letters and e-signing

    Build the letter from the services you've ticked, send it to the portal and see when it's signed. Change the scope and it asks for a new signature.

  • An AML register you can show

    Risk assessments, ID evidence and review dates for every live client, in the format your supervisory body asks to see.

  • Time, WIP and billing

    Log time against clients, see work in progress against the fee, and spot the jobs that are under-recovering before they cost you.

  • Leads and proposals

    A hosted enquiry form for your website, a pipeline for new enquiries, and proposals that turn into a client record when they're accepted.

Connected to the free Octotax app

New clients arrive with their deadlines already worked out.

Business owners use Octotax for free to keep track of their own tax. When one asks for an accountant, firms that cover everything that applies to them are marked as a recommended fit. Their request lands in your Leads with a summary of their companies and what's coming up.

  1. 1

    List your firm

    Choose the areas of tax you take on and write a few lines about the firm.

  2. 2

    Get matched

    You're shown as a recommended fit to people whose tax you cover.

  3. 3

    Reply from Leads

    The enquiry and their deadline brief are waiting, ready to convert.

New leadFrom Octotax

Sam Whitmore

Sole trader and landlord, Leicester. Example only.

What applies to them

Coming up

  • Self Assessment return 2025/2631 Jan
  • Making Tax Digital quarterly update7 Feb
  • VAT return7 Mar

“I've just gone over the MTD threshold and would like someone to take over my returns.”

Up and running in an afternoon

  1. 1

    Bring your clients across

    Upload a CSV from BrightManager, Xero, IRIS, TaxCalc or a spreadsheet. We map the columns and you check everything before it's imported.

  2. 2

    Let Companies House fill the gaps

    Every company is matched to its public record, so year ends and filing dates are right from day one.

  3. 3

    Invite your clients

    Each client gets a secure portal for documents, signatures, AML and their Self Assessment questionnaire, under your firm's name.

Import checked before it's appliedEvery row is matched and flagged before anything is created, and an import can be undone.
Staff see what they shouldOwners choose which modules each team member can use, including billing.
Your firm's name on the portalClients see your logo and colour on the portal and in emails, not ours.

Pay for the people who use it

Priced per team member each month. Clients never count as users. Every plan starts with a 14-day free trial with everything switched on.

  • Starter

    The essentials for a small practice.

    £12per user a month

    • CRM and Companies House
    • All deadline trackers
    • Client portal and e-sign
    • Up to 50 clients
    Start free trial

  • Growth

    For a growing team that needs scale.

    £20per user a month

    • Everything in Starter
    • Bulk tools and campaigns
    • Advanced reporting
    • Up to 250 clients
    Start free trial

  • Practice

    Unlimited scale, white-label and priority support.

    £32per user a month

    • Everything in Growth
    • White-label branding included
    • Unlimited clients
    • Priority support
    Start free trial

White-label branding is included in Practice and available on the other plans for £29 a month.

Try it with your own client list.

Import a CSV, watch the deadlines fill in, and decide in 14 days. No card needed.

Start free trial See the free app for business owners