- Software Solutions
- The Britixo Software
- Britixo CRM
- Practice Management
- PMS Modules
- Industry Specific PMS
- Accounting Practice Management
- Customer Management Practice
- Real Estate PMS
- SaaS For UK Accountants
- ERP Software
- Hosting Solutions
- SSH Shared Hosting
- Corporate VPS
- Cloud Hosting
- Dedicated Servers
- Links
- Get Started
- Login
- Help Centre & Resources
- Our Terms
- Contact Us
- Partnership
- Links Map
- Other Services
- Arrange On-site or online Meeting?
BRITIXO Core CRM Software
Industry Specific Software Solutions
Core Features
Built-In Modules
Resources & Help Centre
Offer Britixo as SaaS: Packages, Onboarding & Billing (for Accountants) | Britixo Accounting Software UK.
Introduction
If you’re an accounting firm, you can provide Britixo as a Service . Spin up dedicated workspaces (tenants) for each client, bundle features (Accounting, Invoicing, HR/Payroll), and charge monthly—while you remain the administrator.
This also enables you to manage your clients’ financials in a flexible way. You can either provide them with full access to a complete practice management software with integrated CRM, or simply allow them to record key entries such as sales and expenses. From the admin panel, you retain control to perform fiscal closings, supported by AI-powered automation for seamless real time data fetching.
1) Create SaaS packages
Go to: My Account → Overview → Create a new company panel → (share the admin link of generate panel with desired client)
Define Feature access (modules included), User limits , Storage , Support level .
Set your own Pricing (monthly/annual) and Trial (optional).
Follow the screenshot below:
> Step # 2 (Create a panel for your client).
> Step # 3 (Enable or Disable the modules).
It depends on your approach: you may choose to provide your client with a complete practice management software including a built-in CRM, or limit their access to basic transaction entries such as sales and expenses. If you do not wish to restrict functionality, you can simply enable all modules.
> Step # 4 (How to access your client's portal as an accountant)?
> Step # 5 (Create access for your client)?
1- Define roles and create limitations for your client (Admin) .
4) Bill your clients
Customers (on your admin panel) → Subscriptions
Choose billing cycle (monthly/annual), enable auto-renew and payment gateway (Stripe/PayPal).
Taxes/currency follow your firm settings.
5) Manage support & access
support works as usual
Your team can switch into a client workspace (with proper permission) for support.
Suspend or upgrade packages in clicks.
6) Monitor usage & churn
Client’s Dashboard /CRM → Reports
Track active tenants, MRR/ARR, failed payments, and trials expiring.
Pro tips (for firms)
Offer tiered packages: Starter (Invoicing), Growth (Invoicing + Accounting), Plus (adds HR/Payroll).
Include onboarding sessions and templated CoA to reduce setup time.
Offer quarterly reviews as a value-add (reports, cleanup, payroll checks).
- © Britixo Software
- © CRM
- © Practice Management
- ⚙️ Settings & Customisation
- Accounting & Bookkeeping Software UK
- Accounting and Bookkeeping Module Guide
- ERP
- Help Centre
- Real Estate Management Guide
- Real Estate Management Module
- 🎟️ Support & Tickets
- 👥 Clients & Contacts
- 👨💼 Team / Users & Permissions
- 📊 Reports & KPIs
- 📘 Getting started
- 📤 Estimates, Proposals & Contracts.
- 📤 Invoicing & Billing
- 🗂️ Projects & Tasks
- 🧲 Leads & Sales
- Set Up Accounting: Chart of Accounts & Opening Balances
- Record Transactions: Journals, Bills, Recurring & Transfers
- Bank Accounts & Reconciliation (CSV Import) in Britixo
- Trial Balance, P&L, Balance Sheet & Tax In UK Accounting
- HR & Payroll Setup: Employees, Pay Items, Leave
- Running Payroll: Pay Runs, Payslips and Accounting Postings
- Offer Britixo as SaaS: Packages, Onboarding & Billing
🧠 Still need help?
Check out the full documentation or explore our video library or follow the link below to create a support ticket.
Get Started with Free 14-Day Trial Britixo Cloud-based Software Solutions
Want to Arrange On-site Meeting with Britixo Experts First?
Britixo
Secure, Compliant Built For UK Businesses!
All queries: Sales @ Britixo.com
24/7 Support Desk: Support @ Britixo.com
Mailing Address: 71 - 75 Shelton Street, London, WC2H 9JQ, United Kingdom. UK: +44 845 508 9546. INT: +1 845 335 4280. Click here for Live Chat.
Useful Links:
Practice Management Software
Industry Specific Solutions
Client Relationship Management
Pre-activated Features
Pre-activated Modules
Additional Modules & Features
Accounting and Bookkeeping
Real Estate - Property Management Software
Enterprise Resource Planning
Support Desk
Resources & Helpful Articles.
Log in / Register
Terms of use
Terms & Conditions
Cloud Hosting Solutions
Digital Partnership
Strategic Partnership
Website Designing
Website Development
Custom Development
Website Maintenance
BRITXIO IS THE TRADING NAME / BRAND OF PIXIE TECHNOLOGIES LLC. A REGISTERED COMPANY WITH COMPANY NO: 10053865 .
COPYRIGHTS PROTECTED © BRITIXO UK 2025
Chat with us
