One client record for accounting and legal work: engagements, AML/KYC checks, deadline tracking and bulk filing across your whole client list.
See the product →Practice software for accountants and law firms
Practice OS runs client work from one record — engagements, AML/KYC and bulk Self Assessment filing across every client — while Nexus gives the firm a shared inbox and calls, and MCP lets you or a client file straight from ChatGPT or Claude.
A year in your stack, with what we do on each date.
Per client
- Everything that client's own plan filesSA100, VAT, CT600, payroll — from one agent workspace.
Ongoing
- Engagement, AML/KYC and deadline status kept per client
Every month
- One bill for the whole book£4 per individual client, £8 per company, your own staff free.
If a client leaves
- Their entity moves to a retail planTheir record and history go with them — nothing is stranded on your side.
- ✓Your own staff seats are free — you pay per client, not per user
- ✓Bulk filing across every client on your book
- ✓10-client minimum
From connected to filed.
One client record
Practice OS holds engagements, AML/KYC status and deadlines per client — accounting and legal work on the same record, not two systems.
Filing runs in bulk
The same drafting engine that powers Self Assessment for an individual runs across your whole client list, with one review queue instead of one login per client.
The firm answers from one inbox
Nexus brings calls, email and WhatsApp into a shared inbox, so a client query doesn't depend on which staff member picks up.
Practice OS is opening in batches.
Engagements, AML/KYC and bulk filing are in build. Self Assessment and MCP — the filing engine underneath — are already live if you want to see how the drafting itself works today.
A firm's three ways to run client filing.
| Row | A spreadsheet per client | Off-the-shelf practice software | ac-co |
|---|---|---|---|
| £/client/month | Free, but no bulk filing | £3–£18/client/mo (Sage · Coconut · Xero Cashbook · Dext), ledger only | £4/client (individual) · £8/client (company), filing included |
| Bulk Self Assessment filing across every client | No | No | Yes |
| Your own staff seats | Free | Usually a paid per-seat fee | Free |
| AML/KYC tracked per client | No | Rarely built in | Yes |
Off-the-shelf figures are the anchors already documented against the Practice plan in @repo/pricing (packages/pricing/src/plans.ts).
Every part of ac-co built for this.
Each one carries its real status — no product here is described as more finished than it is.
A shared inbox for calls, email and WhatsApp, so client queries don't live in one person's personal phone.
See the product →The same drafting engine your clients could use directly, run in bulk across every client on your book — one review queue, not one login each.
See the product →Drive filings and lookups from Claude, ChatGPT or Codex — useful for a firm's own AI-assisted workflow, not just individual clients.
See the product →Where to go next
Before you sign up.
What if my client leaves the firm?
They take their entity to a retail plan and keep their own record — nothing is stranded, and it costs your firm nothing to let them go.
Do I need an Agent Services Account to file for clients?
Yes — an HMRC Agent Services Account (ASA) links your firm to each client's authorisation before you can file on their behalf. (Source: gov.uk, https://www.gov.uk/guidance/get-an-hmrc-agent-services-account.)
Does this handle anti-money-laundering checks?
Engagement records track AML/KYC status per client — your firm still needs its own supervision registration under the Money Laundering Regulations, which this doesn't replace. (Source: gov.uk, https://www.gov.uk/anti-money-laundering-registration.)
Do seasonal January staff cost extra?
No — every user on your firm's workspace is free; you only pay per client, not per seat.
How do I migrate 200 existing clients?
Bulk import brings across client records and history; filings from before the switch stay exactly as HMRC has them — nothing is refiled.
Sign in and see it on your own numbers.
Open beta — sign in and try it on your own organisation, still moving toward a full release.