Free to join. Client licences included.
The practice dashboard costs nothing. Every client on a paid workspace includes a licence for you, so there is no seat to buy before you can see their books.
The tiers
- Practice dashboard
- Free licence per paid client
- Partner directory listing
- Everything in Registered
- [X%] client discount
- Named account contact
- Co-marketing and referrals
- Everything in Certified
- Custom onboarding for the practice
- Roadmap input
Tier thresholds, the Certified discount, whether practice-led signups are discounted, and the terms behind Strategic are all still to be decided. They are business decisions rather than copy, and a practice picking a tier on invented numbers is worse served than one waiting a week for real ones.
How joining works
Size, the software you use now, and roughly how your client book splits between bookkeeping and advisory.
We build your practice view and add your team, then walk you through it together before a single client moves.
We agree the order with you and take them over in batches, starting with the ones that are simplest to move.