For accountants & bookkeepers

Websites and automation for accountants

We build accountancy websites that collect client documents, plus small tools that chase records, onboard new clients and track every deadline.

Self assessment · 31 January
your year

The practice year in numbers

The fixed dates in a practice's year, and where the time goes.

205
days until the next 31 January self assessment deadline.
4
VAT quarters to file every year, on top of the year-end work.
5
filing points per MTD client now, where you used to have one January return.

MTD for Income Tax is live from April 2026: digital records, quarterly updates and a final return, per affected client. Dates and rules from gov.uk, checked July 2026.

the site

What a good accountancy website includes

This is Marchmont & Pike, an accountancy concept we built to show the standard. Hover it and it walks through itself.

  • Fixed monthly fees, in writing

    Business owners worry about hourly billing. Showing the number up front tells them what they'll pay.

  • A named accountant

    Clients choose the person. Put a face and a name on the page.

  • Help with switching accountant

    Say clearly that you handle the handover from the old accountant. The hassle is often what stops owners moving.

  • Deadlines you can see

    A live countdown and a clear "here's what we need from you" beats another reminder email into a full inbox.

Marchmont & Pike is a concept, not a real firm. Yours gets built on your services, your team, your fees.

CONCEPT · ACCOUNTANCYMarchmont & Pikehover to view it live →
live preview
example plan

An example automation plan for accountants

Four jobs a review usually finds for a business like yours, in the order we'd do them. Each is a small build. Yours will differ, which is what the review is for.

Chasing records before the deadline

Job 1 · today

An information-request letter in April, then chasers in June, July, September, November. The client portal you pay for sits empty, so someone hand-writes "here's what's still missing" emails, one inbox at a time.

What we'd build

A chase sequence in your firm's voice that names each client's outstanding items and steps up as the deadline nears, plus a one-tap branded upload page, no login, that files documents straight into the storage you already use.

Ask about record chasing

Onboarding a new client

Job 2 · today

Every new client means ID and address checks you're legally on the hook to keep for five years, chased by email like everything else. Engagement letters get retyped and reissued by hand, usually every year.

What we'd build

One onboarding flow: an enquiry form, ID and document capture, then a templated engagement letter out for e-sign. It lands in the checklist or verification tool you already run, so nothing gets keyed twice.

Ask about client onboarding

Deadlines on a spreadsheet

Job 3 · today

Due dates live on an Excel tab and a pile of Outlook reminders. One deleted row and a return goes in late. And clients keep emailing to ask where things are, which is a second job on top of the first.

What we'd build

A deadline dashboard that fills itself from the free Companies House feed, with a traffic-light chase status, plus an optional client-facing "your jobs" page that heads off the where-are-we emails before they land.

Ask about the deadline dashboard

The MTD quarterly cycle

Job 4 · today

From April 2026, affected sole-trader and landlord clients keep digital records and file quarterly, plus a final return. That's roughly five filing points a client where you had one, and the record-chase from job one, four times over.

What we'd build

An "are you caught by MTD?" checker on your site that follows HMRC's own logic, so it captures enquiries and triages clients, feeding a per-quarter countdown and upload chase split by threshold year.

Ask about the MTD checker

MTD dates and rules from gov.uk, checked July 2026. Time-saved figures stay off this page until we can point at a named firm's real number.

not sure where to start

If none of these is obviously first, the automation review is £395: 90 minutes with Chris and a written plan of the jobs worth automating, in order. Go ahead with a build within 60 days and the £395 comes off it.

Read about the automation review
moving to us

How moving to us works

Here's the whole of it, in four steps.

A quick call

Thirty minutes. Chris looks at your current site and how the admin runs, then tells you where there's a quick win and where there isn't.

We build a demo

You see a real, clickable version of the site and the first tool, with your firm's name and colours.

We connect it to your software

It connects to the software you already run: Xero, QuickBooks, your practice tools, Companies House. Nothing that already works gets rebuilt.

Looked after every month

It's all in the monthly price. The site stays quick, current and compliant as the deadlines and the rules move.

what it costs

Prices for accountants

Pay monthly with nothing upfront. One monthly price covers everything your site needs: hosting, security, backups and small changes.

Starter
from £79/mo
Nothing upfront · priced to your build

One page, done properly. Enough to look real, be reachable, and come up when someone searches your name. Hosting, changes and care are in it, same as every other tier.

Get a Starter website price
Standard
from £149/mo
Nothing upfront · priced to your build

The accountancy site done properly. Fixed-fee clarity, a named-accountant page, deadline visibility, hosting, changes and care, bundled.

Get a Standard website price
Rather pay once? Builds start at £595. The full ladder is on the pricing page, and we'll tell you if the smaller option fits.

Get in touch

Thirty minutes on the phone with Chris: he'll tell you what we'd build, what it costs, and whether it's worth doing at all. If your current site just needs tidying, he'll say so.

Where we work

We work with accountants across the UK from our base in Quorn, Leicestershire. There's a page for each of the towns nearest us, with distances from our door.

Loughborough 3 miles Leicester 10 miles Nottingham 18 miles