Best Client Onboarding Software for Accountants (UK, 2026)
Onboarding is where a new client either feels looked after or starts chasing you. This guide compares the tools UK firms shortlist for proposals, engagement letters, ID and AML checks and first tasks, with prices taken from each vendor's own website.
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- Premier Books Consultancy
- Cranleys Chartered Accountants
- CJM Accountants
- Towpath Accounting Solutions
- Auditax International
- RS
- Sharp Accountax
- BS
- Otium Virtual Assistants
- BNW Chartered Accountants
- TaxAccolega Chartered Accountants & Tax Advisers
- iyouprint
Quick answer
The best client onboarding software for accountants takes a new client from signed proposal to engagement letter, ID and AML checks and first tasks without re-keying data. Remindoo does this in one system with built-in digital ID checks and per-client pricing; Ignition, TaxDome, Karbon, AccountancyManager and Senta are also compared here.
What is client onboarding software for accountants?
Client onboarding software handles everything between a client saying yes and the first piece of work starting: the proposal and engagement letter, identity and AML checks, collecting documents and authorisations, and setting up the recurring services and deadlines you will deliver.
For UK firms the AML part is not optional. The Money Laundering Regulations expect customer due diligence and a risk assessment before you act, and your supervisory body will expect records of both. Good onboarding software makes that step part of the flow rather than a separate job that gets forgotten.
Why onboarding needs its own tool, not a spreadsheet
Most firms lose time at the handover: the proposal is signed in one tool, ID is checked in another, and someone then re-types the client into the practice software. Each step is a chance for a missed check or a wrong deadline.
A joined-up process also makes a better first impression. Clients get one link, one set of requests and a clear next step, instead of several emails from different systems.
Checklist for choosing client onboarding software
| Feature | Why it matters | Remindoo |
|---|---|---|
| Proposals with your service catalogue | Consistent scope and pricing on every new client. | Yes, Proposal templates |
| Engagement letters signed in the same flow | Terms are agreed before work starts. | Yes, Proposals and letters of engagement |
| E-signatures | Clients sign from any device without printing. | Yes, E-signatures |
| Built-in digital ID and AML checks | Customer due diligence recorded against the client, not in a separate system. | Yes, AML risk scoring and digital ID checks |
| Automatic conversion of won leads to clients | No re-keying at the handover point. | Yes, Convert won leads into clients |
| Onboarding tasks that start automatically | The same steps happen for every new client. | Yes, Client onboarding automation |
| No per-user charge | Admin staff who run onboarding don't add licence cost. | Yes, Unlimited users |
How to test each tool fairly
Take one real new client through each shortlisted tool: proposal, engagement letter, ID check, AML risk assessment and first tasks. Note every point where you have to copy data by hand.
Proposal templates
Drag-and-drop builder for consistent proposals.
See featureProposals and letters of engagement
Send proposals and engagement letters by email.
See featureE-signatures
Clients sign online, no printing or scanning.
See featureAML risk scoring and digital ID checks
Risk assessments plus built-in digital KYC, AML and proof-of-address checks.
See featureConvert won leads into clients
Signed leads become active clients without re-keying.
See featureClient onboarding automation
Standardise requests, checks and first services.
See featureUnlimited users
Add every team member with no per-user charge.
See featureCentralised client information
Services, documents and notes in one record.
See featurePricing for client onboarding software
Competitor prices below were taken from each vendor's own pricing page on 29 September 2026. Several are shown in US dollars because that is how the vendor lists them. Prices change, so check the vendor's site before deciding.
Remindoo charges per client with unlimited users, so the people who run onboarding don't add cost. Digital ID and AML checks are charged per check. Use the Remindoo pricing page to work out your price for your client count.
See Remindoo with your own clients
A 30-minute walkthrough using your services, deadlines and team.
The best client onboarding software for UK accountants, compared
Six tools UK firms commonly shortlist for onboarding. Remindoo is listed first because this is our site; the others are described fairly from their own websites.
| Product | Best for | Pricing model | Price (£) | Strengths | Gaps | Checked |
|---|---|---|---|---|---|---|
| Remindoo | UK firms wanting proposal, engagement letter, ID/AML checks and onboarding tasks in one system | Per client per month, unlimited users; ID checks per check | See remindoo.co/pricing/ for your client count | Built-in digital ID and AML checks; won leads convert to clients automatically; no per-user charge; 60-day free trial | Newer to the market than some established UK tools | 29 September 2026 (source, opens in new tab) |
| Ignition | Firms whose main need is proposals, engagement letters and payment collection | Per firm per month, plus per-user and payment fees | From $39/month billed annually (Starter, solo); Core $99, Pro $229, Pro+ $399 | Proposals, engagement letters and payments in one step | Not a full practice management system; usually paired with one | 29 September 2026 (source, opens in new tab) |
| TaxDome | Firms wanting a client portal and onboarding with a multi-year commitment | Per seat per year, 1–3 year commitment | $700–$1,100 per seat/year on a 3-year commitment | Client portal and mobile app listed on their site | Per-seat pricing; longer commitments for the lowest price | 29 September 2026 (source, opens in new tab) |
| Karbon | Larger teams focused on workflow and email collaboration | Per user per month | $59–$89 per user/month paid annually | Team collaboration and email features | Per-user pricing; UK AML checks to be verified | 29 September 2026 (source, opens in new tab)[VERIFY] |
| AccountancyManager | UK firms wanting an established accountancy-specific tool | To be verified | Check their website | Well known in UK practices | To be verified | 29 September 2026 (source, opens in new tab)[VERIFY] |
| Senta (IRIS) | UK firms wanting workflow and onboarding with per-user pricing in pounds | Per user per month | £29 per user/month | UK pricing in pounds, listed on their site | Per-user pricing; built-in ID checks to be verified | 29 September 2026 (source, opens in new tab)[VERIFY] |
Competitor details come from public vendor pages on the date shown and may have changed. Prices exclude VAT unless stated. Rows marked [VERIFY] are awaiting a second check.
Which onboarding tool fits your firm
- 1
You want one system from enquiry to first task
Remindoo keeps proposal, engagement letter, ID checks and onboarding on one client record.
- 2
You only need proposals and payments
Ignition is strong here, paired with a separate practice management tool.
- 3
Your team is growing
Per-client pricing with unlimited users avoids the bill rising every time you hire.
AML checks during onboarding
Check that any tool records who was checked, when, what evidence was seen and the risk rating. Confirm current requirements with your AML supervisor, such as ICAEW, ACCA, AAT or HMRC.
What UK firms say on Trustpilot
“With Remindoo, everything from the first enquiry to onboarding and ongoing client management is tracked in one place… It saves us hours and gives me, as a practice owner, complete visibility of where the firm stands.”
“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”
“During my trial, the team were absolutely amazing. They helped onboard my clients, set up my settings and made sure everything was ready for me to use… they made the whole process completely stress-free.”
“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
Switching onboarding tools
Start with new clients only: set up your service catalogue, proposal and engagement letter templates, then send the next new client through the new tool. Move existing client records across once the new process works.
Keep your old AML records. Your supervisory body can ask to see customer due diligence for existing clients, so export or archive them before closing the old account.
Frequently asked questions
What is the best client onboarding software for accountants in the UK?
It depends on your firm. Remindoo suits firms wanting proposals, engagement letters, built-in ID and AML checks and onboarding tasks in one system. Ignition suits firms that mainly need proposals and payments.
Does Remindoo include ID and AML checks?
Yes. Digital ID and AML checks are built into Remindoo and charged per check.
Where did the competitor prices come from?
From each vendor's public pricing page on 29 September 2026. Some are listed in US dollars. Check their sites for current prices.
Is per-user or per-client pricing cheaper for onboarding?
Per-client pricing usually suits firms where several admin staff handle onboarding, because extra users don't add cost.
Can I try Remindoo before switching?
Yes. Remindoo has a 60-day free trial, and you can book a demo to see onboarding end to end.
Related guides
- Client onboarding software for accountants
- Best crm for accounting firms
- Best accounting practice management software
- Accounting practice management software
- Bookkeeping practice management software
- Proposal software for accountants
- Practice management software for chartered accountants
- Crm for accountants
- Practice management software for small accounting firms
- Crm for tax professionals
- Best workflow management software for accountants
- Accounting compliance management software
- Best client portals for UK accountants
- How to choose accounting practice management software
- Practice management software for sole practitioners
- Practice management software for tax advisers
- Unlimited-user practice management software
- Per-user vs per-client pricing for practice management software
- Affordable accounting practice management software UK
- How to replace accounting practice spreadsheets
- Practice management software implementation checklist
- Software stack for UK accounting firms
- VAT return workflow software
- CT600 workflow software
- CIS return workflow software
- Making Tax Digital workflow software
- Client document collection software for accountants
- Engagement letter software for accountants
- Task management software for accountants
- Workflow management software for accountants
- Client management software for accountants
- Leads management software for accountants
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Last updated: . Written by Waqas Sagar ACA FCCA FMAAT, Chartered Accountant with 18+ years in practice, founder of Accotax (which has served over 5,000 clients) and Remindoo.
Why a single client record matters
When client details, deadlines, documents and conversations are spread across inboxes and spreadsheets, time goes on searching instead of on client work.
One version of the truth
Everyone sees the same services, contacts, deadlines and notes for each client.
Accurate deadlines
Companies House sync brings in company details and filing dates, reducing manual errors.
Better client service
A full timeline means anyone can answer a client question with the history in front of them.
Secure document sharing
A client portal is safer than sending financial documents as email attachments.
Practical tips from UK practice
- Import companies from Companies House rather than typing details by hand.
- Record every service a client takes, so recurring work is created automatically.
- Add a short note after every important client call.
- Ask clients to upload documents through the portal rather than by email.
Related Remindoo features
Written and reviewed by Waqas Sagar ACA FCCA FMAAT, Chartered Accountant with 18+ years in practice. Founder and MD of Accotax, an ICAEW, ACCA and AAT regulated London practice that has served over 5,000 clients, and founder of Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.
What UK practices say about Remindoo
Read all reviews on Trustpilot“With Remindoo, everything from the first enquiry to onboarding and ongoing client management is tracked in one place… It saves us hours and gives me, as a practice owner, complete visibility of where the firm stands.”
“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”
“During my trial, the team were absolutely amazing. They helped onboard my clients, set up my settings and made sure everything was ready for me to use… they made the whole process completely stress-free.”
“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
