Accounting practice software, one client record.
Practice OS runs your firm's client work from a single core: engagements, AML/KYC, bulk Self Assessment filing and the shared inbox your clients already write into — accounting and legal modules on the same client record. A published wholesale price per client, and your own team's users are free.
Everything this gives each client.
Files for you
Everything your clients' own plans file, from one workspace.
- Everything each client's own plan filesSA100s, VAT returns, CT600s and confirmation statements, queued across your whole client list from one agent workspace.
Keeps for you
One client record across every module, under your own brand.
- One client recordEngagements, matters, AML/KYC checks and communications sit on one client, not one per module.
- A branded client portalYour clients see your firm's name, not ours.
Tells you
Who is behind, and what next month costs you.
- Which clients are behindA live obligations board across the whole client list, not a spreadsheet on the side.
- Next month's billComputed straight from your current client count and their plan bands.
- ✓£4 per individual client, £8 per company client
- ✓Your firm's own users are free, however many
- ✓10-client minimum
What you charge, what you pay us, what you keep.
Client-charge ranges are published UK market-rate guides, not a price we set — you decide what your firm actually charges.
| Row | What you charge the client | What you pay us | What you keep |
|---|---|---|---|
| Individual / sole trader client | £20–£100/month [Sleek — cost of sole trader accounting (UK), 2026-09-13] | £4/month | £16–£96/month |
| Limited company client | £80–£250/month [ltd-companies.co.uk — accountant for limited company cost, 2026-09-13] | £8/month | £72–£242/month |
Minimum 10 clients. Client-charge ranges are third-party UK market-rate guides, checked 13 September 2026 — what a specific firm charges varies with complexity, turnover and region; use your own judgement, not these ranges, when pricing a client.
Practice OS vs per-client bookkeeping tools.
These rivals sell a ledger to your client's own login — none of them files a return, runs AML/KYC, or gives your firm a client-facing portal.
| Row | ac-co Practice OSFull workspace, per client | Xero LedgerLedger only | Sage for AccountantsPlatform fee | CoconutStandard | DextPractice |
|---|---|---|---|---|---|
| Price (individual/sole trader client)Where the rivals win on price alone: Xero Ledger at £2.50 is cheaper than any full-workspace option on this row — it's a bare ledger with no filing, portal or AML/KYC behind it. | £4/month | £2.50/month [Xero — Xero Ledger, 2026-09-13] | £3/month (platform fee) [Sage — for Accountants pricing, 2026-09-13] | £5.50/month [Coconut — accountant software, 2026-09-13] | Not published — book a demo for a quote [Dext — partner pricing, 2026-09-13] |
| Runs bulk Self Assessment filing | Yes | No | Via integrations | Sole trader/landlord only | No |
| AML/KYC in the client workspace | Yes | No | No | No | No |
| Branded client portal | Yes | No | Client-facing app, not firm-branded | Client mobile app, not firm-branded | No |
| Legal module on the same client record | Yes | No | No | No | No |
Xero, Sage, Coconut and Dext figures are from their own published pricing (or, for Dext, the absence of one), checked 13 September 2026 — check their sites for anything that may have changed since. All four are trademarks of their respective owners; ac-co.ai is not affiliated.
What moves across, and what it costs.
From Xero
- ✓Bank feed history
- ✓Chart of accounts
- ✓Contacts and counterparties
- ✓Open invoices
From QuickBooks
- ✓Bank feed history
- ✓Chart of accounts
- ✓Contacts and counterparties
- ✓Open invoices
From Spreadsheet
- ✓Whatever categorisation you've kept
- ✓Contacts
- ✓Open balances
Before you buy.
What happens when a client leaves my firm?
They take their entity with them to a retail plan — nothing about the data or the filing history is locked to your firm. That's by design: it removes the biggest reason a firm hesitates to bring a client onto new software.
Do seasonal January staff cost extra?
No — every user on your firm's side is free, however many you add for the season and however long they stay.
Is 64-8 / Agent Services Account authorisation supported?
Yes — connect your Agent Services Account once and 64-8 status, deadlines and obligations sync for your whole client list from one board.
Can I file for my whole client list in bulk?
Yes — bulk Self Assessment filing runs through the same HMRC-recognised SA100 channel individual filers use, queued across every client you act for. You still approve each submission.
How do I migrate 200 existing clients?
The Switch process below moves bank feed history, chart of accounts and contacts across at no cost; a migration this size is done with you in batches, not dropped on you as a self-serve import.
Be first onto Practice OS.
Tell us a little about your practice and we'll email you when a seat opens.