UK's Leading Practice Management Software.
Britixo is the UK’s best industry-specific Practice Management Software (PMS), designed for legal, real estate, accounting, healthcare and more. With unlimited modules, user-based access at no extra cost, and seamless integrations, Britixo delivers powerful tools with no hidden fees. Start your 14-day free trial – no credit card required.
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Built-IN Modules of britixo
Industry Specific Practice Management Software.
Britixo Practice Management Software is your complete business command centre — designed to bring order, efficiency, and clarity to your daily operations.
Built for UK professionals across industries, Britixo’s PMS combines powerful organisation tools with an intuitive interface, so you can manage clients, projects, billing, communication, and reporting without juggling multiple systems. Its modular structure means you can activate only the features you need, from scheduling and workflow automation to document management and performance reporting, all while staying GDPR-compliant and securely hosted in the UK. Whether you’re a law firm tracking case progress, an accountant managing client deadlines, or a consultant overseeing complex projects, It adapts to your business so you can work smarter, deliver faster, and grow with confidence.
Compliance isn’t an afterthought in Britixo — it’s built into the foundation. Every module is designed with UK regulatory requirements in mind, ensuring your business stays on the right side of GDPR and other industry-specific standards. Your data is stored securely on UK-based servers, encrypted in transit and at rest, with access controls that let you decide exactly who can see what. Whether you’re handling sensitive client information, financial records, or legal documents, Britixo gives you the tools to manage it all responsibly while maintaining a clear audit trail for complete transparency.
01 Core Practice Management Features:
02 Advanced, Customisable tools:
Additional Industry Specific Britixo Modules.
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(Suitable for all service professionals)
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(Suitable for Real Estate Only)
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(Suitable for Accountancy Firms Only)
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How britixo Works?
Practice management software for law firms that streamlines compliance, client care, and case control.
In the highly regulated world of UK legal services, law firms and solicitor practices face constant pressure to stay compliant, manage client expectations, and keep cases on track without letting admin take over billable hours. Britixo’s practice management software is designed specifically with these challenges in mind, offering a secure, intelligent platform for UK solicitors to manage their operations with complete peace of mind.
From client onboarding to final invoicing, Britixo streamlines every step of a legal professional’s workflow. Start with our centralised client management, where each client file includes a full case history, documents, messages, and billing in one secure, GDPR-compliant space. No more toggling between folders, inboxes, and spreadsheets—Britixo brings all your key client data into a single source of truth.
When it comes to document management, Britixo enables secure storage, version control, and sharing with both clients and colleagues. Whether you’re preparing contracts, witness statements, or court bundles, you’ll find it fast and easy to keep files organised and accessible. Built-in audit logs and access control keep your firm compliant with the Solicitors Regulation Authority (SRA) guidelines and Anti-Money Laundering (AML) laws.
Our calendar and task automation tools are designed to reduce deadline risk. Solicitors can set important court dates, filing deadlines, or internal review schedules—and Britixo will automatically remind relevant team members. You can link tasks to case stages and assign responsibilities with a drag-and-drop interface, helping your team work more collaboratively, with full visibility across the practice.
Time tracking and billing are where Britixo truly shines for law firms. Lawyers and fee-earners can log billable time using built-in timers or manual entries, attach those hours to specific cases, and generate detailed time reports. Billing becomes simple with our VAT-compliant invoice generation, complete with time logs, expense breakdowns, and optional fixed-fee templates. Whether you invoice hourly, per milestone, or under retainers, Britixo adapts to your billing style.
Need to meet AML and KYC obligations during client onboarding? Britixo supports structured client intake forms, ID uploads, and customisable checklists that help you follow best practices without missing a beat. You can even automate workflows such as conflict checks, welcome letters, and compliance reminders—ensuring that every client file is properly documented from the start.
Britixo is fully UK-hosted, GDPR-ready, and ideal for both boutique law firms and multi-branch practices looking to modernise. We know your reputation depends on professionalism, confidentiality, and accuracy. That’s why Britixo includes email integration, team permissions, client portals, and optional e-signature features, all built around the specific needs of the UK legal profession.
If you're tired of fragmented tools and want a smarter way to manage your legal practice—Britixo is here to transform the way your firm works. Easy to implement, quick to onboard, and packed with features designed specifically for UK solicitors, Britixo will help you focus less on admin and more on winning cases. Try Britixo today and experience a better way to run your legal practice—secure, scalable, and built for British law firms.
Practice management software for accountants designed to simplify compliance, streamline client handling, and automate workflow—built for the UK tax system.
For accountants and bookkeepers across the UK, managing client data, staying compliant with HMRC regulations, meeting Making Tax Digital (MTD) requirements, and handling deadlines is a daily juggling act. Britixo’s practice management software is purpose-built to take that weight off your shoulders. With tailored features designed specifically for the accounting industry, Britixo helps UK-based accountants, payroll providers, and bookkeepers run a more efficient and profitable firm—without compromising on accuracy or compliance.
At the heart of Britixo is a centralised client dashboard that gives you everything you need in one place. You can store and manage client records, track deadlines, securely upload or request financial documents, and keep a full history of communications. Whether you're managing self-assessment clients, small business accounts, or VAT submissions, Britixo ensures every client file is fully organised and easy to access.
We know how vital it is to stay on top of tax deadlines—especially when managing multiple clients with different filing schedules. Britixo allows you to create custom workflows that align with key HMRC milestones: VAT returns, payroll runs, corporation tax filings, and self-assessment periods. Our task automation tools help you assign responsibilities, send auto-reminders, and track progress, so nothing ever falls through the cracks.
Document handling is also fully streamlined. Clients can upload bank statements, expense receipts, and tax records directly through their secure client portal, where everything is encrypted and timestamped. You can easily share tax drafts, request additional documents, or send approval forms—all without relying on back-and-forth emails. This not only improves turnaround time, but also keeps your firm GDPR-compliant and audit-ready.
Britixo makes invoicing and recurring billing simple for accountants. You can issue invoices based on hourly time logs, fixed fees, or monthly retainers. Set up automatic recurring invoices for ongoing services like payroll, bookkeeping, or quarterly VAT, and link them directly to GoCardless, Stripe, or UK bank transfers for smooth payment processing. This ensures your cash flow stays consistent and your clients always know what they’re being billed for.
One of the standout features for accountancy firms is Britixo’s time tracking and billable hours module. Whether you bill hourly or use blended rates, your team can use built-in timers or manual entries to log time against each task or client. At the end of the month, simply convert time logs into line-item invoices with one click.
Compliance is non-negotiable in the accounting world. Britixo supports your firm’s obligations with audit trails, access control, KYC fields for onboarding, and full data encryption. You can also use custom intake forms to gather financial information from clients at the start of every engagement—saving time while ensuring accuracy.
For accountancy practices using cloud platforms like Xero, QuickBooks, or FreeAgent, Britixo can integrate or work in tandem, acting as your central command hub for all client interactions, communications, and project oversight.
Whether you're a solo bookkeeper, a growing accountancy firm, or a payroll bureau managing dozens of clients, Britixo is the practice management software that keeps you focused on delivering value—not chasing paperwork. Built specifically for the UK tax environment, Britixo is secure, scalable, and incredibly easy to use. Try Britixo today and give your practice the tools it needs to thrive in a modern, digital-first accounting landscape.
Practice management software tailored for UK IFAs, wealth managers, and financial planning firms to simplify client management, compliance, and advisory workflows.
Financial advisory firms operate in one of the most highly regulated and client-sensitive sectors in the UK. Whether you're an Independent Financial Adviser (IFA), wealth management firm, or retirement planning specialist, your success depends on managing client relationships with precision, maintaining full regulatory compliance, and delivering strategic advice on time—all while building long-term trust. Britixo’s practice management software is specifically designed to meet the daily operational needs of financial professionals in the UK, with powerful tools that help you deliver better outcomes, securely and efficiently.
At the core of Britixo is an intelligent client relationship management system that enables you to store and manage detailed client profiles, financial objectives, risk assessments, meeting records, documents, and communications—all in one place. Whether your clients are individuals, families, or small businesses, Britixo ensures their financial history and interactions are always at your fingertips. Everything is GDPR-compliant, securely encrypted, and instantly accessible to authorised team members.
Britixo helps financial advisors stay on top of complex regulatory requirements such as KYC, AML, and FCA documentation. You can use custom client intake forms to gather the right data from the outset—capturing client goals, risk appetite, investment preferences, and more. Automated onboarding workflows ensure that key compliance checks, document uploads, and declarations are completed without manual follow-up. You can also create audit-ready logs of every interaction to demonstrate suitability and client consent when required.
For firms that offer ongoing financial planning or portfolio reviews, Britixo’s calendar and workflow automation tools are indispensable. Set recurring review dates, assign preparation tasks to your team, and automate email reminders to clients about upcoming meetings. Each review can be linked to a timeline and document checklist, so nothing gets missed. Whether you're managing annual pension reviews or quarterly investment updates, Britixo helps standardise your internal processes while keeping them flexible to each client’s needs.
When it comes to document handling, Britixo provides a secure file exchange and storage system that allows you to share reports, risk assessments, strategy documents, and regulatory forms with ease. Clients can access and respond to documents via their personal client portal, where all files and messages are encrypted. You can request e-signatures, upload policy documents, or send fee disclosures—all within one secure platform.
In terms of billing and reporting, Britixo supports flexible fee structures—whether you charge based on assets under management (AUM), flat fees, hourly advice, or recurring service plans. You can generate branded, VAT-compliant invoices, track payments, and set up automated billing for retainer clients. All payments can be processed via integrated UK gateways like GoCardless or Stripe.
Team collaboration is also handled with care. With Britixo, you can assign access permissions based on roles (e.g. adviser, paraplanner, admin), ensuring sensitive client data is visible only to the right people. Internal comments, task notes, and case history can be recorded on each client record, giving everyone a clear understanding of progress and next steps—ideal for firms with multiple advisers or back-office support staff.
Britixo is built for UK firms that demand reliability, clarity, and full control over their client relationships. Whether you're helping clients build a retirement plan, optimise tax strategies, or grow their investments, Britixo gives your practice the foundation it needs to thrive in a digital world—secure, structured, and scalable. Try Britixo today and discover how seamless financial advisory management can be when the right software supports you.
Practice management software for physiotherapists, chiropractors, GPs, dentists, and wellness clinics—designed to simplify scheduling, compliance, and patient communication.
Running a healthcare clinic or private medical practice in the UK requires more than just great clinical care—it demands efficiency, security, and seamless patient engagement. Whether you operate a physiotherapy clinic in London, a dental surgery in Manchester, or a holistic wellness centre in Edinburgh, your team is responsible for managing bookings, medical records, invoicing, and patient correspondence—all while maintaining the highest standards of data protection and regulatory compliance. Britixo’s practice management software has been purpose-built for the UK private healthcare sector to reduce admin, eliminate paper trails, and let your practice focus on delivering exceptional care.
Britixo starts by giving you a fully secure and centralised system for managing patient records. Every patient profile contains appointment history, clinical notes, forms, communication logs, and uploaded documents—all stored in a GDPR-compliant, encrypted environment. Your team can access this information quickly, whether in-practice or remotely, enabling continuity of care and efficient administration across your clinic.
One of Britixo’s most powerful features for healthcare professionals is its calendar and scheduling system. With drag-and-drop appointment booking, custom session durations, and team-wide visibility, you can efficiently manage practitioners’ availability across different treatment rooms or locations. Automated SMS or email reminders reduce no-shows, and clients can request or confirm appointments via their dedicated client portal, providing a seamless patient experience from booking to billing.
Britixo also allows you to set up custom intake forms, so new patients can complete their health history or consent documents online before their first appointment. These forms are fully customisable to your specialty—whether you're a chiropractor collecting spinal assessments, a nutritionist requesting dietary info, or a cosmetic clinic handling medical aesthetics. All submitted data feeds directly into the patient record, saving your team hours in manual entry and improving clinical accuracy.
Healthcare practitioners often need to keep detailed clinical notes or upload treatment plans, x-rays, or scan results. Britixo enables secure file uploads and note-taking within each patient profile, with timestamped entries and optional access restrictions. Whether you follow SOAP format, DAP, or another method, Britixo lets you document in your preferred style—while ensuring all entries remain secure, private, and legally compliant.
Billing in the private healthcare sector can be complex, especially when it involves different fee structures, private insurance, or recurring treatment plans. Britixo’s invoicing and payment features simplify the process. You can generate branded, VAT-compliant invoices, set up recurring billing for ongoing care plans, and collect payments via Stripe, GoCardless, or direct bank transfer. Your team can track payments, chase unpaid invoices, and generate reports—all from one central dashboard.
In terms of compliance, Britixo supports your practice’s responsibilities under GDPR, CQC guidelines, and patient confidentiality laws. You can manage user permissions so that reception staff, practitioners, and admin users have appropriate access levels. All data is UK-hosted, and audit trails are kept for every user action—supporting best practices in security and governance.
What sets Britixo apart is its adaptability to your clinic's specific needs. Whether you're a solo osteopath or run a multi-location wellness centre, you can customise workflows, appointment types, forms, templates, and branding. The software scales with your growth and ensures your daily operations remain streamlined—even as your client list expands.
Britixo is the ideal digital companion for healthcare professionals who want to reduce paperwork, improve patient satisfaction, and ensure regulatory compliance—without getting lost in complex systems. Try Britixo today and discover how healthcare practices across the UK are transforming their operations with smart, secure, and fully UK-tailored practice management software.
Practice management software built for UK-based psychotherapists, counsellors, psychologists, and CBT practitioners—secure, confidential, and easy to use.
Therapists and counsellors across the UK are doing incredibly important work—supporting mental health, guiding personal growth, and offering structured therapeutic interventions for people in need. But while the therapeutic work itself is deeply human, the admin surrounding it—booking sessions, managing client records, staying GDPR-compliant, and handling payments—can become a source of stress for private practitioners and counselling clinics. That’s exactly where Britixo comes in.
Britixo’s practice management software has been built with UK mental health professionals in mind. Whether you’re a solo practitioner offering CBT in Birmingham, a private psychologist in Glasgow, or part of a group counselling practice in London, Britixo helps you manage your business quietly and efficiently, so you can focus more on clients and less on admin.
At the heart of Britixo is a secure, encrypted client management system where every client record is centralised. You can log session notes, upload treatment plans, manage consent forms, and view client communication history—all in one GDPR-compliant interface. Unlike spreadsheets or disconnected tools, Britixo keeps every piece of data logically organised, safely backed up, and only visible to users with the correct permissions.
Client confidentiality is non-negotiable in therapy—and Britixo has you covered. Your session notes, uploaded documents, and client details are stored with advanced encryption on UK-based servers. You can customise who sees what, restrict access per user, and maintain full audit trails to support ethical and professional practice. Whether you're an accredited BACP, UKCP, or HCPC practitioner, Britixo supports you in maintaining high clinical standards.
Britixo also simplifies the appointment booking process. Use our smart calendar to set your working hours, session types (e.g. 50-min counselling, 30-min check-in, 90-min assessments), and availability across locations or formats (in-person or online). Clients can book sessions through your client portal, and they’ll receive automatic reminders via email or SMS—reducing no-shows and saving you time.
For therapists offering online therapy, Britixo allows you to integrate secure session links or upload post-session notes without relying on scattered tools. You can also set automated intake workflows: clients complete digital forms (e.g. consent to therapy, confidentiality agreements, risk assessments) prior to their first session. All responses are saved securely in their profile—no printing, scanning, or manual data entry needed.
Billing and invoicing are streamlined too. Whether you charge per session or offer package rates, Britixo allows you to create VAT-compliant invoices, set up recurring billing, and collect payments through trusted UK providers like Stripe, GoCardless, or bank transfer. Payment reminders can be automated, and you can track outstanding balances in real time—ensuring healthy cash flow without awkward follow-ups.
Britixo also helps you maintain boundaries and professionalism with its secure client portal. Clients can use it to book or cancel appointments, access past invoices, upload documents, and even send non-emergency messages—all without accessing your personal contact details or inbox. This protects your time, privacy, and workflow.
Whether you work with individuals, couples, or families, Britixo is fully customisable to your therapeutic model. Use custom templates for session summaries, track client progress over time, and maintain clinical records that reflect your approach—while still fulfilling professional and legal obligations.
In a profession where emotional energy is precious, Britixo gives UK therapists and counsellors a reliable, intuitive, and deeply secure way to run their practice. Less admin, better client care, and total peace of mind. Try Britixo today and discover how practice management software can be your quiet partner in delivering transformative work.
Practice management software designed for UK architecture firms, RICS surveyors, and planning consultants—streamlining documentation, client handling, and project workflows.
For architects, surveyors, and planning consultants in the UK, running a successful practice isn’t just about creative design or technical precision—it’s about managing complex workflows, ensuring regulatory compliance, coordinating teams, and maintaining clear communication with clients and contractors. Whether you’re delivering residential architecture, structural reports, or large-scale commercial developments, your firm needs a system that can keep pace with your process. Britixo’s practice management software has been purpose-built for project-driven professional services in the UK—giving architecture and surveying firms the control, visibility, and organisation they need to deliver with confidence.
Britixo begins with powerful client and project management tools, allowing you to store all your project-related information in one secure, central location. Each client or project profile can contain planning documents, drawings, building regulations correspondence, site reports, fee proposals, and communications—organised in a way that mirrors your real-world workflow. No more jumping between emails, shared drives, and folders—Britixo puts everything under one roof.
For RIBA architects and RICS surveyors, keeping projects aligned to structured phases (e.g., feasibility, concept design, planning submission, construction oversight) is crucial. Britixo supports customisable task lists and milestones to match your internal process—so whether you follow the RIBA Plan of Work or a bespoke workflow, you can assign tasks, set deadlines, monitor status, and keep clients informed at every step.
Team collaboration is simple and secure. Assign project roles to different staff—designers, surveyors, assistants, or admin—and set permissions for what each user can access. Shared internal notes and file annotations make it easy to brief the team, track progress, and delegate responsibilities across locations or departments. Whether you’re on-site with a surveyor or in the office with planning consultants, everyone stays aligned in real-time.
Britixo’s document management system is ideal for file-heavy professions like architecture and surveying. You can upload PDFs, CAD files, site photographs, building surveys, and planning approvals—tagging each one for easy search and version control. Shared folders within the client portal allow clients to download plans, view proposal stages, and upload signed documents—streamlining communication and reducing reliance on email threads.
Regulatory and compliance obligations are also handled with care. Britixo helps firms manage documentation in line with UK building regulations, planning policies, and RICS code of conduct. You can store client instructions, track inspection records, and keep a full audit trail of project activity to protect both your firm and your clients from disputes or oversight.
When it comes to quoting and billing, Britixo allows you to issue clear, professional, and VAT-compliant fee proposals and invoices—whether you charge by stage, milestone, hourly rate, or a combination. You can automate recurring billing for long-term projects and accept payments through UK providers like GoCardless or Stripe. Expense tracking, time logs, and retainer billing are all supported, giving you full visibility over project profitability.
Need to juggle multiple projects at once? Britixo’s project dashboard gives you a bird’s eye view of timelines, open tasks, outstanding invoices, and client queries—all in one glance. It’s the ideal way to manage complex project loads without things slipping through the cracks.
Whether you're a solo planning consultant or a multi-disciplinary firm offering architecture, surveying, and engineering services, Britixo scales with your practice. Fully UK-hosted, GDPR-compliant, and designed for professionals handling real-world, document-intensive projects, Britixo is more than just software—it’s your operational backbone.
Architects and surveyors across the UK are choosing Britixo to reduce admin, streamline communication, and deliver better outcomes for clients and teams alike. If you're ready to upgrade your firm’s efficiency and professionalism, try Britixo today and experience the smart way to manage projects from first sketch to final sign-off.
Practice management software for recruitment agencies and HR consultancies—designed to streamline client and candidate management, contracts, timesheets, and compliance.
The world of recruitment and HR consultancy in the UK is fast-paced and detail-driven. Whether you're placing candidates, managing outsourced HR services, or coordinating with clients on high-volume hiring campaigns, your success depends on the strength of your relationships and the efficiency of your processes. Britixo is the practice management software built specifically for UK-based recruitment and HR firms—offering smart tools to manage clients, candidates, timesheets, contracts, and communication in one centralised, secure platform.
At the heart of Britixo is a powerful CRM engine, built to manage two types of users with equal care: clients and candidates. Each client profile allows you to store communications, job briefs, interview feedback, agreements, and billing preferences. Each candidate profile contains CVs, skills assessments, right-to-work documents, interview stages, and placement history. You no longer need to juggle multiple spreadsheets, inbox folders, or job board dashboards—Britixo unifies your entire recruitment workflow.
When handling high volumes of job openings or complex, multi-stage interview processes, Britixo’s project and task management tools give your team clarity. You can build workflows for each hiring campaign or HR engagement—complete with custom task lists, internal deadlines, responsible team members, and automated reminders. From shortlisting to onboarding, Britixo helps you track every stage of the process and keep stakeholders informed.
Document control is another key area where Britixo shines. You can upload and manage offer letters, contracts, interview notes, ID verification documents, and compliance records for both clients and candidates. Version tracking, file expiry alerts, and secure sharing with restricted access means everything remains tidy, auditable, and GDPR-compliant. Plus, with the client portal, your clients can log in to view shortlisted candidates, approve contracts, or upload job specs—all without clogging up your inbox.
Recruitment agencies and HR consultants often work to tight turnaround times, which makes email integration and automation vital. Britixo allows you to connect your email and assign conversations directly to the relevant client or candidate record—so all communication is logged and searchable. You can create reusable email templates for common interactions (e.g. interview confirmations, onboarding instructions, rejection messages), saving your team hours of repetitive work.
For agencies managing temp or contract placements, Britixo includes robust time tracking and billing tools. Candidates can log hours via secure links, your internal team can approve timesheets, and invoices can be automatically generated and sent to clients. Whether you're billing per hour, per placement, or under a retainer agreement, Britixo adapts to your fee model and integrates with Stripe, GoCardless, or UK bank transfer for easy payment processing.
Britixo also enables strong collaboration within your recruitment team. Assign team roles like consultant, resourcer, admin, or client liaison, and manage access permissions accordingly. Internal notes, comments, and task status updates make it easy for everyone to work in sync—even across offices or remote locations.
Crucially, Britixo helps your agency or consultancy maintain full GDPR and compliance alignment. You can request right-to-work documents, set automatic deletion schedules for outdated candidate records, and log consent for data processing—all within the software. Audit trails for every action give you security and reassurance, especially when dealing with sensitive personal and employment data.
Whether you’re an executive search firm in London, a regional recruiter covering the Midlands, or an HR consultancy offering outsourced services to SMEs, Britixo provides a scalable, secure, and UK-focused solution that puts you in full control of your people operations. It’s more than just recruitment software—it’s your operational command centre.
If your team is ready to ditch scattered systems, endless emails, and messy spreadsheets, it’s time to switch to Britixo. Try it today and discover how recruitment and HR professionals across the UK are transforming their processes with smart, industry-specific practice management software built to perform.
Practice management software tailored for UK-based digital, branding, and creative agencies—centralising project timelines, client communication, approvals, and invoicing.
In the fast-moving world of marketing and creative services, deadlines are tight, clients are demanding, and projects evolve rapidly. Whether you’re a boutique branding studio in Brighton, a digital agency in Manchester, or a full-service creative agency in London, staying organised is critical—not only to deliver great work but also to maintain profit margins. Britixo is the practice management software designed specifically for UK agencies, combining client management, task tracking, billing, and creative collaboration in one flexible, user-friendly platform.
Britixo’s client and project management tools make it simple to oversee multiple campaigns, deliverables, and timelines. Each client gets a dedicated workspace where your team can store briefs, branding guidelines, visual assets, conversations, deadlines, and feedback—all securely hosted and instantly accessible. Whether you're delivering website builds, ad campaigns, social media strategies, or brand identity packages, Britixo keeps everything in sync and in context.
The platform includes robust task and workflow automation, so your team can break down each project into tasks—like concept development, copywriting, design drafts, client reviews, and publishing—with assigned owners and due dates. Kanban-style views and timeline tracking let you monitor progress visually, ensuring no part of the creative pipeline is delayed or forgotten. You can create templates for recurring services like monthly content calendars or quarterly campaigns, speeding up your setup time for repeat clients.
One of Britixo’s most valuable features for agencies is its client portal—a branded space where clients can view progress updates, submit creative briefs, approve mock-ups, and upload feedback without resorting to endless email chains. This not only improves client experience but also reduces miscommunication and saves hours in back-and-forth clarification.
Agencies often work with heavy files—design mock-ups, video drafts, photos, branding packages—and Britixo’s document management system makes handling creative assets simple. You can securely upload and organise files by version, tag them to specific milestones, and control who can access or edit each item. Clients can also preview and approve items directly in their portal, keeping everything streamlined and documented.
When it’s time to bill for work, Britixo allows flexible invoicing based on time logs, retainers, or project milestones. You can set up recurring monthly invoices for ongoing clients (like social media or SEO retainers), track billable time for ad-hoc work, or generate one-off invoices for fixed-scope campaigns. VAT is handled automatically, and payments can be received through Stripe, GoCardless, or manual bank transfer—giving you full control over your agency’s cash flow.
Internal communication is just as important as client-facing processes. Britixo enables team collaboration by allowing users to leave notes on tasks, log internal updates, and share briefs between departments—whether you’re coordinating between designers, developers, and account managers, or managing a freelance creative network. Permissions and roles keep sensitive data secure, while keeping workflows fluid.
Creative agencies in the UK also need to protect their time and profitability—something Britixo actively supports. You can track time spent per project, monitor scope creep, log expenses, and generate profitability reports by client or campaign. This visibility allows agency owners and project leads to make smarter decisions, adjust pricing models, and ensure every hour worked is accounted for and billable.
Whether you’re launching brand campaigns, managing digital ad accounts, or building websites, Britixo gives you the structure and flexibility to deliver outstanding work at scale. Secure, UK-hosted, and designed with agency dynamics in mind, Britixo is the creative operations tool you didn’t know you needed—until now.
Try Britixo today and bring clarity, control, and creativity back into your agency’s daily operations.
Practice management software tailored for UK estate agents, block managers, and lettings specialists—streamlining communication, compliance, and contract management.
The property sector in the UK is dynamic and complex. Whether you’re running a residential lettings agency in Bristol, managing commercial properties in Birmingham, or overseeing blocks of flats in London, your business relies on efficient communication, accurate documentation, regulatory compliance, and well-timed billing. Britixo’s practice management software is designed to support UK property management and lettings firms with smart automation, centralised records, and seamless workflows—so you can spend more time growing your portfolio and less time chasing paperwork.
Britixo allows you to manage every landlord, tenant, property, and contract in one place. With our centralised client and property database, you can store tenant details, landlord preferences, maintenance records, rent schedules, safety certificates, and communication logs all under the appropriate profile. No more searching across folders or juggling between systems—Britixo gives you a clear, organised view of your portfolio from a single, secure dashboard.
For lettings agents, Britixo offers powerful document management and automation tools. You can create and store tenancy agreements, renewal notices, deposit records, and inventory checklists. Upload safety certificates (Gas, EICR, EPC), assign expiry dates, and receive automatic reminders when compliance documents are due for renewal. Our system helps ensure you meet all obligations under the Tenant Fees Act 2019, GDPR, and Right to Rent checks, protecting your agency from costly oversights.
Britixo’s task and workflow system allows you to streamline day-to-day operations. Set recurring reminders for rent reviews, property inspections, or follow-ups on maintenance requests. Assign responsibilities to team members, log internal updates, and track status across all branches or units. You can even use checklists for onboarding new tenants or new landlords—making processes consistent, professional, and scalable.
One of the biggest pain points for letting agents is handling tenant and landlord communication. With Britixo’s integrated client portal, tenants and landlords can log in securely to view tenancy documents, upload ID or utility bills, report maintenance issues, or view payment history. This not only saves your team time but improves customer service by offering 24/7 access to essential documents and updates.
Invoicing and rent tracking are also simplified with Britixo. Whether you're collecting rent, deducting agency fees, charging for maintenance, or issuing renewal invoices, our billing module handles it all. You can generate VAT-compliant invoices, track payment status, and integrate with Stripe, GoCardless, or manual transfers. Recurring rent collection can be fully automated, and landlords can be sent detailed statements of account with just a few clicks.
For block management companies, Britixo also supports service charge billing, contractor coordination, and resident communications. Upload site-specific documentation like lease agreements, insurance policies, or fire risk assessments, and share updates securely through resident portals. You can create unique property groups (e.g., developments, flats, commercial units) and assign tasks or billing cycles accordingly.
Team management is just as flexible. Assign access levels for admin staff, property managers, accounts team, or directors, ensuring that each team member can see what they need—nothing more, nothing less. Internal comments, progress logs, and cross-department task assignments help keep everything moving, especially during busy periods like quarterly rent reviews or property transitions.
Britixo is fully GDPR-compliant, UK-hosted, and ideal for property professionals who want to modernise without compromising compliance or client care. Whether you manage 30 properties or 3,000, Britixo gives you the operational power of an enterprise system in an intuitive, scalable format.
If your agency is ready to move beyond spreadsheets, inbox chaos, and outdated software, it’s time to switch to Britixo. Try it today and experience how smart property management really works—centralised, compliant, and built for the UK lettings industry.
Practice management software built for UK-based IT service providers, tech consultants, and MSPs—streamlining projects, client communication, support, and billing.
Running a technology consultancy or managed service provider (MSP) in the UK is about more than just delivering solutions—it’s about balancing service-level agreements (SLAs), technical support, recurring billing, and client expectations, all while maintaining strong internal workflows and high-quality communication. Whether you provide IT infrastructure consulting in Glasgow, cybersecurity audits in Leeds, or SaaS onboarding services in London, Britixo has been designed to support the unique operational needs of UK-based tech consultants.
Britixo offers an all-in-one, centralised platform for managing every aspect of your consultancy—combining client management, support handling, contract tracking, and recurring revenue management into a single, intuitive workspace. Each client profile in Britixo serves as a full-service record: it includes past and active projects, service agreements, system credentials (securely stored), technical documentation, communication history, and support logs. This not only improves team visibility but ensures that any consultant stepping in can get up to speed quickly and deliver a consistent client experience.
For IT firms delivering project-based work—like migrations, rollouts, or infrastructure upgrades—Britixo’s project and task management tools offer clear structure. You can break down each project into phases, define milestones, assign tasks across your technical team, and monitor progress in real time. Built-in timelines, due dates, and task dependencies help keep your delivery on schedule, while internal comments and activity logs provide full traceability throughout the lifecycle.
One of the standout features for tech consultancies is Britixo’s support ticketing system. Clients can log issues via their dedicated client portal, including severity, description, and attachments. Your team can triage incoming tickets, assign them to technicians, set priorities, and respond directly through the platform. SLAs can be monitored, and notifications ensure nothing is missed. Whether you're handling critical issues or minor queries, Britixo keeps your help desk streamlined and professional.
Many technology providers operate on recurring revenue models, and Britixo makes it easy to manage subscriptions, retainers, or monthly service contracts. You can automate recurring invoices for managed services, license fees, or ongoing consulting hours, with full support for VAT compliance and UK-based payment gateways like GoCardless or Stripe. You’ll spend less time chasing payments and more time focusing on delivering value.
Document control is also crucial for IT consultancies. Britixo lets you securely store network diagrams, onboarding documents, licenses, or support guides within each client’s file. These can be shared internally or made available to clients in their portal, helping reduce support queries and enhance transparency.
When it comes to compliance, Britixo helps you meet GDPR requirements and internal data governance standards. You can control user access by role, log all activity, and maintain audit trails on every client interaction. This is especially important for consultancies working with sensitive data, government contracts, or regulated sectors such as finance or healthcare.
If your consultancy includes multiple departments (e.g., tech support, cybersecurity, software development), Britixo enables inter-team collaboration through shared dashboards, task handovers, and internal notes. You can allocate permissions per team, ensuring everyone stays in sync while protecting sensitive client data.
Britixo is fully cloud-based, UK-hosted, and built for flexibility—so whether you're a one-person consultancy offering strategic IT advice or a growing MSP managing dozens of clients with 24/7 support, the software adapts to your structure. Customisable workflows, automated emails, and real-time reporting make Britixo the operational backbone of many tech-forward UK consultancies.
If you're tired of switching between project trackers, email chains, spreadsheets, and invoice generators—Britixo unites it all into one intelligent platform. Try Britixo today and transform the way your technology consultancy delivers value, manages relationships, and grows recurring revenue—securely and efficiently.
Practice management software designed for UK-based training companies, coaching providers, and education consultants—streamlining enrolment, learner tracking, certification, and compliance.
In the UK’s growing education and training sector, providers are under increasing pressure to deliver structured, compliant, and high-quality learning experiences—while also handling a significant amount of administration behind the scenes. Whether you run a corporate training firm, a CPD-accredited programme, a skills bootcamp, or a private tuition service, your success relies on your ability to manage learners, coordinate sessions, track assessments, and maintain professional standards. That’s exactly where Britixo comes in.
Britixo is purpose-built for UK training providers and education consultants, offering a fully integrated practice management system that helps you deliver high-value learning with streamlined operations. At the heart of the platform is a powerful CRM, which allows you to manage learners, sponsors, corporate clients, and course partners all in one central location. Each record includes contact history, enrolments, attendance, certificates, communications, and payment details—securely stored and GDPR-compliant.
From onboarding to certification, Britixo simplifies the learner journey. You can create custom enrolment forms, collect payment or proof of eligibility (e.g. ID, prior qualifications), and automate welcome emails. Every form can be tailored to suit specific course types—whether you're offering classroom training, online webinars, apprenticeships, or consultancy-led education. This eliminates manual intake and provides a smoother, more professional first impression.
Scheduling is easy with Britixo’s calendar and session management system. You can set up individual sessions, multi-day programmes, or recurring classes with automatic reminders for both trainers and learners. Whether you're managing 1:1 coaching or multi-cohort delivery, Britixo keeps your training delivery on track. Trainers can access their session schedules, learner profiles, and training materials from within the platform, improving efficiency and reducing prep time.
Once a course is completed, Britixo enables you to generate and issue certificates directly from the system. Certificates can be customised with your brand and accreditations (e.g. CPD, Ofqual, ILM), stored in the learner's portal, and even verified by employers or stakeholders if needed. No more chasing lost PDFs or manually designing certificates—everything is handled in a few clicks.
If you're delivering corporate training or B2B programmes, Britixo allows you to create client-specific portals. HR or L&D managers from corporate clients can log in to track enrolments, attendance, and outcomes across their employees. You can also automate invoicing based on delegates, sessions delivered, or contracted retainers—ensuring you get paid promptly and transparently.
Speaking of billing—Britixo’s invoicing system is designed to support a variety of training business models. Whether you charge per course, per delegate, on monthly retainers, or by milestone completion, you can generate branded, VAT-compliant invoices and collect payments via Stripe, GoCardless, or bank transfer. For government-funded programmes or third-party-funded schemes, you can log contributions and track total costs against budgeted fees.
Team collaboration is also made simple. Assign trainers, administrators, and coordinators to specific courses or learners, control access permissions, and use internal notes to ensure everyone is aligned. Your team can view course performance, learner progress, and communication history without switching between systems.
Britixo also supports compliance with GDPR, funding body audits, and awarding body requirements. Every learner interaction, update, and submission is timestamped and logged, helping your organisation remain accountable and professional. With UK hosting and full encryption, you can rest assured your learner data is safe, secure, and legally protected.
Whether you're an independent education consultant, a corporate L&D provider, or a private training company managing multiple qualifications, Britixo is your ultimate tool for streamlining operations, delivering better learner outcomes, and scaling with ease. Try Britixo today and discover how training and education professionals across the UK are transforming the way they manage learners—with software that understands your business, not just your bookings.
Practice management software tailored for UK domiciliary care agencies, care providers, and mental health support services—streamlining rostering, compliance, reporting, and service delivery.
In the complex and highly regulated world of UK healthcare and social care, providers must balance high-quality service delivery with stringent compliance, workforce coordination, and sensitive client management. Whether you're running a domiciliary care agency in Leeds, a mental health support service in London, or a private care provider across the South East, Britixo has been purpose-built to meet the real operational needs of the UK's care sector.
Britixo provides an all-in-one platform to help you manage clients, carers, support teams, appointments, compliance documents, and care delivery notes—all from a single, secure, cloud-based system. At its core is a client management system that allows you to store full client care records, risk assessments, personal care plans, family contacts, service history, communication logs, and compliance documents—all securely encrypted and GDPR-compliant.
For agencies delivering domiciliary care, supported living, or outreach services, rostering and scheduling is often one of the most time-consuming tasks. Britixo simplifies this with a built-in calendar and shift planner that lets you assign carers to visits, set recurrence patterns, include notes (such as medications or mobility support), and view daily or weekly rotas in one glance. Carers can access their schedules remotely, and changes can be pushed to them in real time—reducing confusion and last-minute cancellations.
Britixo is also built to support the strict regulatory landscape of the UK social care sector, including CQC expectations. You can create custom workflows for onboarding, track care plan reviews, upload risk assessments, and receive alerts for expiring documents like DBS checks, insurance, and training certificates. Everything is auditable—ideal for inspections, internal reviews, and incident tracking.
One of Britixo’s key strengths is team management and role-based permissions. You can assign responsibilities to care coordinators, supervisors, support workers, and admin staff—each with access tailored to their role. Carers and field staff only see what’s relevant to their tasks, while office staff have visibility across client records, schedules, and compliance dashboards. This structure protects client confidentiality while improving efficiency across departments.
For mental health services or supported housing providers, Britixo enables accurate note-taking and progress tracking. Each visit or session can be logged against the client’s profile, with timestamped entries, support notes, and outcomes. Notes can follow custom templates (e.g. daily support notes, behavioural observations, safeguarding concerns) and be securely reviewed by senior staff or case managers.
In terms of communication, Britixo helps you stay in touch with clients’ families, social workers, and health professionals. Through the client portal, authorised individuals can view key documents, updates, and reports—improving transparency and keeping stakeholders informed, while reducing inbound admin queries to your team.
Billing and payroll is also simplified. Britixo supports flexible invoicing based on hours delivered, care packages, funding agreements, or private rates. You can issue branded, VAT-compliant invoices to local authorities, CCGs, or private clients, and even track funding contributions. For providers managing staff or agency workers, Britixo also integrates timesheet approval and payroll-ready reporting—ensuring staff are paid accurately and invoices reflect true delivery.
Because care services are people-centred, Britixo’s intuitive design ensures your team can navigate the system easily—no steep learning curves, just smooth operations. Whether you're coordinating home visits, running therapeutic sessions, managing residential care, or supporting vulnerable adults, Britixo empowers your organisation to do so with confidence and clarity.
All data is UK-hosted, encrypted, and fully compliant with GDPR. Whether you’re facing a spot inspection or reporting back to commissioners, Britixo ensures that your documentation is complete, organised, and ready when needed.
If your care agency is still running on paper logs, spreadsheets, or disconnected systems, now is the time to evolve. Try Britixo today and see how UK healthcare and social care providers are transforming their operations with practice management software built for compliance, care, and real-world complexity.
Practice management software for civil, structural, M&E, and construction consultants in the UK—streamlining projects, documentation, billing, and compliance with precision.
Engineering and construction consultancies operate in one of the most detail-oriented, compliance-heavy, and deadline-sensitive industries in the UK. Whether you're providing structural design services in Manchester, M&E consulting in Birmingham, or civil engineering solutions on major infrastructure projects in London, your consultancy must manage technical documents, collaborate across disciplines, meet contractual deadlines, and ensure flawless coordination from start to finish. Britixo’s practice management software is built specifically for professionals like you—helping UK engineering and construction consultants reduce admin, improve project visibility, and streamline operations without compromising technical control.
At the heart of Britixo is a centralised project and client management hub, which allows you to create individual records for every client engagement. From the initial proposal through to final handover, each project can house related documentation, CAD files, specifications, emails, billing data, and team notes in one secure, organised location. Whether you’re managing multiple projects or collaborating with external stakeholders, Britixo keeps everything structured and easy to access.
Task and workflow management is essential in engineering consultancy—and Britixo gives you the tools to map every phase. Set out your project milestones, such as feasibility, design, pre-construction, and delivery, and assign tasks to engineers, coordinators, or external contractors. With clear timelines, dependencies, and internal reminders, Britixo helps you keep large teams aligned, spot bottlenecks early, and deliver on time.
Britixo also offers an advanced document management system specifically useful for engineering documentation. Upload and version-control specifications, BIM files, architectural plans, safety assessments, method statements, and approvals. Every document is securely stored with full audit trails, permission-based access, and smart categorisation. You can even share folders directly with clients, contractors, or surveyors via Britixo’s secure client portal—no more juggling WeTransfer links or waiting for approval via email chains.
For consultancies offering site supervision, inspections, or compliance assessments, Britixo lets you record findings, log reports, and update records in real-time. Site photos, risk assessments, and reports can be uploaded from any device and instantly associated with the relevant project or phase. This helps ensure transparency, simplifies progress tracking, and strengthens your position during disputes or contract discussions.
Billing and finance tracking are built to handle the realities of engineering projects.
Whether you invoice by stage completion, time and materials, fixed fees, or under framework agreements, Britixo allows you to issue professional, VAT-compliant invoices and link them to payment milestones. You can also manage subcontractor payments, track project profitability, and export financial summaries for easy reconciliation. Integrated payment options (Stripe, GoCardless) and expense tracking features ensure smooth cash flow management for both small and large firms.
Engineering and construction projects often require multi-team collaboration—across design, delivery, HSE, and QA teams. Britixo supports this with custom role-based access control, internal notes, shared task updates, and team dashboards. Everyone sees what they need—no more, no less—reducing confusion and improving accountability.
Regulatory compliance is another area Britixo supports with ease. Keep records of HSE documentation, CDM compliance notes, ISO certifications, and staff qualifications, and set reminders for renewals or audits. This is particularly useful for consultancies working on public sector projects or with major contractors requiring strict document control.
Whether you’re a small structural firm or a multidisciplinary consultancy delivering complex, high-budget projects, Britixo is scalable and adaptable. You can customise workflows, automate document requests, generate custom reports, and use branded templates for proposals, letters, or technical statements—all in one platform.
Britixo is UK-hosted, fully GDPR-compliant, and built for professionals who understand the value of accuracy, structure, and reliability. Try Britixo today and see how engineering and construction consultants across the UK are bringing control, visibility, and efficiency to every project—without sacrificing technical precision.
Practice management software tailored for UK charities, CICs, Churches, and non-profits—centralising donor records, funding documentation, service delivery, and compliance.
Non-profit and charitable organisations in the UK operate with a unique set of challenges. Unlike commercial businesses, your mission is often your top priority—but behind every outreach campaign, support service, or funding initiative lies a great deal of admin, coordination, and compliance. Whether you’re a small community interest company (CIC), a registered charity, or a non-profit offering local services, Britixo gives you the infrastructure to run efficiently while remaining fully focused on your cause.
Britixo provides a centralised, cloud-based platform to manage everything from service delivery and donor engagement to grant tracking and governance. At the core of the system is a comprehensive contact management hub, where you can keep detailed records of beneficiaries, donors, volunteers, trustees, partners, and stakeholders. You can tag contacts by type, track communications, attach files, and store GDPR-compliant consent logs—all in one secure place.
For charities that offer support services—such as food banks, housing advice, youth programmes, or mental health support—Britixo lets you track client cases, store service plans, and monitor outcomes. Each beneficiary profile can include session notes, risk assessments, referrals, follow-ups, and safeguarding alerts. Internal notes and activity logs help your team stay informed and consistent across every point of interaction, even with staff or volunteer turnover.
Britixo’s calendar and task automation features are ideal for managing both recurring activities and one-off events. Schedule team meetings, community outreach days, volunteer training sessions, or service appointments. Assign tasks, set deadlines, and get automated reminders to keep your projects and events moving forward. You can even create reusable templates for annual fundraising campaigns or grant reporting deadlines.
Document control is another critical area where Britixo offers value. From funding agreements and policies to safeguarding logs and compliance reports, you can store all documents in structured folders with version control, expiry alerts, and secure access. When trustees or auditors request information, everything is logged, traceable, and easily shareable through the secure client or partner portal.
Britixo also supports fundraising and financial tracking. You can log donations, issue receipts, monitor grant payments, and create reports for stakeholders or grant bodies. VAT-compliant invoicing tools allow you to bill for contracted services (e.g. local authority work, training sessions), while integrated payment gateways like Stripe or GoCardless make it easy to collect fees or one-off donations.
Team collaboration is handled with care. Britixo lets you manage staff, trustees, and volunteers with role-based permissions, ensuring access is limited to what’s necessary. Volunteers can be assigned to tasks or shifts, while admin users can coordinate programmes, log hours, and document outcomes—all within the same system.
Compliance is non-negotiable in the charity sector—whether you report to the Charity Commission, Companies House, or local authority funders. Britixo helps maintain full audit trails for every action, and you can store policies such as safeguarding, data protection, or conflict of interest declarations with renewal alerts and version tracking. If your organisation handles sensitive data, rest assured—Britixo is fully GDPR-compliant and UK-hosted for secure, legal operations.
If you're running a small charity stretched across spreadsheets, shared drives, and inboxes, Britixo offers the all-in-one solution that scales with your impact. And for larger charities juggling multiple programmes, teams, and compliance responsibilities, Britixo brings order, control, and transparency without slowing down your mission.
You didn’t start your charity to spend your days chasing paperwork. Try Britixo today and discover how non-profits across the UK are streamlining operations, strengthening stakeholder trust, and driving more value to the communities they serve—powered by software that supports your purpose.
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