Running an accounting or bookkeeping practice in the UK comes with a constant balancing act—managing client relationships, ensuring compliance, tracking deadlines, and delivering accurate financial reports, all while keeping your team coordinated. For many practices, the biggest challenge isn’t the accounting work itself—it’s managing the flow of information between clients and accountants efficiently. Britixo’s Accounting Practice Management Software UK is designed to solve that problem. Built for UK accountants, bookkeepers, and accountancy firms, it gives you a secure, all-in-one platform for client collaboration, financial tracking, and practice operations.
Our pricing is simple & flat, just £249/month for unlimited clients, accounts & integrations with SaaS (CRM & PMS) for your clients , It combines everything, CRM, billing, compliance, and automation in a single platform.
Why Britixo Accounting Software for UK Accountants?
Britixo Accounting Software streamlines UK accountants’ work with VAT-compliant invoicing, secure client management, automated workflows, and built-in CRM. Designed for UK compliance and efficiency, it saves time, ensures accuracy, and offers a complete practice management solution with accounting software for accountancy firms and their clients as SaaS.
All-in-One Practice Management and Accounting.
Britixo unites accounting, billing, CRM, and client portals in one secure platform, helping UK accountants streamline workflows and cut software costs.
Designed for the Unique Needs of UK Accountants.
Britixo is built for UK accountants with VAT-ready invoicing, MTD compliance, GDPR security, and practice tools tailored to UK financial standards.
Automation That Saves Time and Reduces Errors.
Britixo automates invoicing, reminders, and workflows, saving time for UK accountants, reducing manual errors, and boosting client service efficiency.
Built for Growth, Collaboration & UK-Specific Support.
Britixo supports scalable growth, secure team collaboration, and UK-based compliance with client portals, role-based access, and dedicated support.
UK's Leading
Accounting Software
& Practice Management.
The Britixo Client Portal transforms the way accountants work with clients. Instead of endless email threads and file attachments, your clients log into their dedicated portal to:
Upload receipts, invoices, and bank statements.
Enter basic transaction details.
Pass entries directly through simple accounting module.
Send messages and respond to your requests.
Benefit for UK accountants: Data entry from clients is quick, standardised, and instantly available—allowing you to focus on higher-value advisory work rather than admin.
Strong client relationships are at the heart of every successful accountancy practice. Britixo’s Client and Contact Management feature keeps all client details, communication, and history in one secure, GDPR-compliant location.
You can store:
Company and individual client profiles.
Contact information and key decision-makers.
Tax registration numbers, VAT details, and UTRs.
Historical financial data and uploaded documents.
Communication logs—emails, notes, and calls—are linked directly to the client record, ensuring nothing gets lost in a busy season.
Beneficial for UK accountants: You have instant access to every piece of client information you need, cutting down on time spent chasing documents or clarifying details.
In accountancy, missing a deadline can mean penalties for your clients and damaged trust for your firm. Britixo’s Calendar and Scheduling tools help you:
Track tax return, VAT, and Companies House filing deadlines.
Assign tasks to specific team members.
Send automated reminders to clients to submit required documents.
Britixo lets you create custom task lists and workflows for recurring accounting processes, such as:
Year-end accounts preparation.
Quarterly VAT submissions.
Payroll runs.
Monthly bookkeeping cycles.
Benefit for UK accountants: Consistency, accountability, and reduced stress during peak periods.
Accountancy firms handle sensitive financial data and must ensure GDPR compliance at all times. Britixo’s Document Management provides:
Secure upload and storage of all client files.
Version history and audit trails.
Integrated e-signature functionality for engagement letters and approvals.
Easy document sharing through the client portal.
Britixo’s Accounting & Bookkeeping module gives accountants and bookkeepers a powerful, all-in-one financial management system. From banking and reconciliations to tax reports and budget tracking, the module ensures every part of your practice is managed in one place.
With Britixo, accountants can go beyond traditional client management by creating sub-panels directly from their accountancy license and assigning them to individual clients. Each client receives a secure, limited-access portal where they can perform simple tasks such as entering sales, uploading receipts, or recording expenses—without needing to understand the complexity of full accounting systems.
On the back end, the accountant has complete visibility and control, compiling all the data, reconciling entries, and producing reports with full accuracy. Even better, Britixo enables one-click access to a client’s panel from the accountant’s main dashboard, ensuring smooth collaboration, faster data processing, and complete transparency across every account managed.
The Accounting & Bookkeeping module in Britixo provides everything accountants and bookkeepers need to manage banking, reconciliations, reporting, budgets, tax compliance, and client accounts. Whether you’re a small UK bookkeeping firm or a multi-partner accountancy practice,
Britixo gives you the tools to run your practice efficiently while offering clients a transparent, collaborative experience through the client portal.
The module dashboard provides real-time visibility of financial performance with key metrics:
Profit & Loss Chart – track net income at a glance.
Income Chart – visualise revenue streams over time.
Expense Chart – monitor costs and control overheads.
Cashflow Chart – analyse inflows and outflows for liquidity.
Bank Accounts Overview – see balances across all connected accounts.
Britixo integrates with your bank accounts to streamline transaction processing.
Bank Accounts Management – add, edit, and manage multiple bank accounts.
Banking Feeds – download or import transactions directly from your bank.
Transaction Control – add, edit, delete, match, or ignore transactions.
Verification – confirm accounts to ensure reconciliation accuracy.
Mapping tools connect your real-world activity to the accounting system.
Mapping Bank Statements, Invoices, Payments, Expenses, and Purchases.
Integration with Purchase Management, Inventory, HR Payroll, Manufacturing, Fixed Equipment, and Omni-Channel Sales modules for full automation.
Bills & Checks Management – track and record vendor bills and issued cheques.
Register – quickly log customer receipts and supplier payments.
Banking Rules – auto-categorise recurring transactions.
Journal Entries – record adjustments and ledger transactions.
Transfers – move funds between accounts.
Chart of Accounts – manage assets, liabilities, income, and expenses.
Reconciliation – match system records to bank/credit card statements.
Plan and monitor financial performance with Britixo’s budgeting tools.
Create budgets by fiscal year.
Compare actuals against historical data or forecasted values.
Track expected vs. real income and expenses in real time.
Custom mapping setups for:
General Ledger
Payslips (HR Payroll)
Purchases (Procurement)
Inventory
Manufacturing
Omni-Channel Sales
Fixed Equipment Management
High-level financial insights with multiple balance sheet and P&L reports.
Balance Sheet (Summary, Detail, Comparison) – assets, liabilities, and equity snapshots.
Profit & Loss (Summary, Detail, Monthly, Comparison, as % of income) – income, expenses, and net results.
Cash Flow Statement – operational, investing, and financing flows.
Statement of Changes in Equity – equity adjustments and growth.
Custom Summary Report – build reports from scratch with flexible options.
Traditional accounting records are available at any time.
Account List – all accounts with balances.
General Ledger – complete transaction breakdown per account.
Journal – chronological debit and credit listings.
Trial Balance – check debit/credit balances before finalisation.
Reconciliation Summary & Detail – cleared vs. uncleared transactions.
Transaction Reports – lists by account or date, including recent activity.
Built for UK compliance with VAT and HMRC reporting standards.
Tax Detail Report – line-by-line tax breakdown per return box.
Tax Liability Report – total VAT collected and payable.
Tax Summary Report – simplified overview for returns.
Understand customer revenue and deposits.
Deposit Detail – track deposits by date, customer, or amount.
Income by Customer Summary – profitability analysis by client.
Stay on top of supplier spend and outgoing payments.
Cheque Detail – breakdown of issued cheques with payee details.
Analyse planned vs. actual performance.
Budget Overview – summary of budget balances.
Budget vs. Actual P&L – compare performance to plan.
Budget Performance – monthly and YTD comparisons.
Track unpaid client invoices.
A/R Aging Summary – balances grouped by days overdue.
A/R Aging Detail – invoice-level breakdown.
Stay ahead of vendor liabilities.
A/P Aging Summary – unpaid bills grouped by due date.
A/P Aging Detail – bill-level breakdown.
Tailor the module to your firm’s needs.
General Settings – control accounting defaults.
Account Detail Types – customise chart of accounts.
Plaid Environment Setup – enable secure bank feeds.
Income Statement Modification – configure reporting preferences.
Currency Rates – manage multi-currency support.
britixo HR Payroll Management Pre-Integrated For Accountants.
Britixo’s HR & Payroll module simplifies how practices and their clients manage employees, salaries, compliance, and payroll reporting. With automation, secure data storage, and seamless integration into accounting and HR records, the module ensures payroll is always accurate, compliant, and easy to manage.
When accountants provide their clients with access to Britixo’s HR & Payroll module, it creates a seamless bridge between financial management and workforce administration. Instead of juggling multiple systems, businesses can manage employee records, attendance, payroll cycles, tax deductions, and insurance all in one place—while their accountant oversees accuracy, compliance, and reporting from the backend. Clients benefit from transparency by seeing payroll summaries, payslips, and deductions directly, while accountants ensure everything aligns with tax rules and financial statements. This shared access not only saves time and reduces errors but also strengthens trust, as clients feel in control while accountants handle the complexity in the background. The result is a complete payroll solution that keeps businesses compliant, employees satisfied, and accountants firmly in the role of trusted advisor.
Every employee within Britixo has a dedicated digital profile that holds all relevant information—personal details, job titles, departments, salaries, and documents such as contracts or ID verification. For clients, this means they can quickly add or update employee information without worrying about structure or compliance formatting. For accountants, it ensures that the data flowing into payroll calculations is accurate, structured, and easy to audit.
The flow is simple: client inputs or updates staff details → system centralises → accountant validates and links to payroll runs. By maintaining a single, unified record of truth, duplication is eliminated and accountants can spend less time requesting details and more time focusing on payroll accuracy and reporting.
Tracking attendance and working hours is often a headache for small businesses. With Britixo, employees can submit their attendance and leave requests digitally. The client’s HR team or manager approves these requests, and the system directly feeds the data into payroll calculations.
For accountants, this means payroll is no longer based on guesswork or manual spreadsheets—it’s built on real, verified data. If an employee takes leave or works overtime, the adjustment is automatically reflected in the payroll cycle. This ensures fair salaries for staff and accurate reporting for the business.
The flow is: employee submits → client approves → accountant processes payroll seamlessly.
For sales-driven organisations, commissions are a vital part of employee earnings. Britixo automates commission calculations by integrating with sales data or allowing manual input by the client. Once approved, commissions are added to payroll automatically.
This saves accountants countless hours of back-and-forth checks and avoids errors that could demotivate employees. Clients remain in control by approving commission payouts, while accountants ensure the financial impact is accurately captured in both payroll and bookkeeping.
The flow: sales data recorded → client verifies → accountant integrates into payroll.
Britixo provides a flexible system for handling statutory and company-specific salary deductions. This includes pension contributions, loan repayments, or customised deductions defined by the business.
For clients, it offers peace of mind knowing that deduction rules are applied consistently. For accountants, it provides full compliance with UK regulations, ensuring deductions are correctly recorded and reported.
Flow: deduction rules configured once → applied automatically in every payroll cycle → reviewed by accountant.
Performance-based bonuses often lead to disputes if handled manually. Britixo links Key Performance Indicators (KPIs) with payroll automation so bonuses are calculated transparently.
Clients can set performance metrics, while accountants validate the results and ensure payouts are recorded correctly. Employees benefit from a clear understanding of how their work translates into rewards, building motivation and trust.
Flow: KPIs set → employee meets targets → system calculates bonus → accountant validates.
Britixo makes managing employer and employee insurance contributions straightforward. This includes statutory National Insurance in the UK as well as optional private insurance schemes.
For clients, this provides clarity on business costs. For accountants, it ensures contributions are reflected correctly in both payroll and financial reporting.
Flow: client sets policies → system applies deductions → accountant confirms compliance and reporting accuracy.
Tax compliance is non-negotiable, and Britixo automates PAYE, National Insurance, and other income tax deductions based on UK rules. This eliminates manual tax calculations, which are prone to error.
Clients get transparent tax summaries, employees see exactly what was deducted, and accountants can focus on ensuring HMRC compliance without double-checking every figure.
Flow: employee income data → automated tax rules applied → accountant submits compliance reports.
Accountants can design and manage payslip templates branded with the client’s logo and tailored with all required fields. Clients benefit by presenting professional payslips to their employees, while employees appreciate clarity in their income breakdown.
Flow: accountant sets template → system applies consistently → employees receive standardised, branded payslips.
Processing payslips manually is time-consuming. Britixo allows accountants to generate bulk payslips—weekly, monthly, or custom cycles. Clients approve the payroll run, and employees automatically receive their payslips securely.
Flow: payroll run triggered → accountant reviews → payslips distributed digitally.
This area allows accountants to configure everything—income tax rates, rebates, deductions, insurance, and payroll columns. Permissions ensure that clients only see what they need, while accountants retain control over sensitive calculations.
Flow: accountant configures → client interacts via simplified access → payroll runs smoothly.
Britixo HR & Payroll seamlessly integrates with other modules, including:
HR Records – staff data.
Timesheets & Leave Management – attendance and absences.
Sales Commission Program – bonuses and commission.
Accounting & Bookkeeping – synchronised ledgers.
Flow: client submits HR/attendance data → system syncs with payroll → accountant finalises accounts.
Britixo generates payroll and HR reports instantly:
Payroll Report – complete breakdown by employee.
Income Summary – consolidated earnings.
Insurance Cost Summary – insurance-related expenses.
Charts for Payroll and Department Overviews – visual breakdowns for quick analysis.
Flow: data processed → reports auto-generate → accountant and client use insights for decision-making.
Britixo’s Accounting Practice Management Software UK is more than a CRM—it’s a complete, centralised hub for client collaboration, compliance, and operational efficiency.
With the client portal, document management, automated workflows, and integrations with your favourite tools, Britixo enables you to:
Spend less time chasing information.
Deliver services faster and with fewer errors.
Strengthen client relationships through transparency and convenience.
One platform. Unlimited possibilities. Built for UK accountants.
It's Britixo
For time-billed work, Britixo’s Time Tracking tools allow your team to log hours against specific clients or projects.
You can then:
Generate VAT-compliant invoices.
Set up recurring billing for monthly service packages.
Integrate with Stripe, GoCardless, or bank transfer for payments.
Beyond client accounting, Britixo provides reporting for your practice itself. You can track:
Monthly revenue and outstanding invoices.
Team productivity metrics.
Client profitability and service usage.
Whether you’re a solo practitioner or a multi-office firm, Britixo scales with you.
Role-based permissions keep sensitive data secure.
Multi-location support lets you manage teams across regions.
Centralised oversight ensures consistent service delivery.
Britixo’s Unlimited Integrations mean you can connect directly to tools like:
Xero and QuickBooks for bookkeeping.
HMRC-compatible tax filing solutions.
Microsoft 365 and Google Workspace for productivity.
Mailchimp and marketing automation platforms.
🇬🇧 UK-focused compliance: Built with GDPR, VAT, and Companies House requirements in mind.
🔐 Secure data handling: Encrypted storage and permission-based access.
📈 Business growth support: From bookkeeping to advisory, Britixo adapts as your services evolve.
🤝 Client collaboration made easy: Reduce admin while improving client relationships.
Britixo.
Secure. Compliant.
Built for British businesses.
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