The operating
system for
modern practices.
Run your whole practice — and delight your clients — from one place. Companies House on tap, deadline trackers that keep you ahead, and a client portal with a personal tax tracker.
One platform that replaces the spreadsheet sprawl.
And gives your clients an experience that wins you referrals.
CRM, enriched with Companies House
Client records that update themselves — officers, year-ends and filing dates straight from Companies House. No re-keying, no drift.
Deadline & status trackers
Accounts, confirmation statements, VAT and payroll in one prioritised worklist, sorted by what’s due. Nothing slips.
A portal your clients love
Every client gets a secure area: documents, e-signing, and a personal tax tracker that shows exactly where their return is.
One login for the whole practice
Owners, staff and clients sign in at one place and see exactly what they should. Add seats as you grow.
Built for trust
Each practice’s data is isolated. Role-based access, audit trails and secure document handling from the ground up.
E-sign & onboard in minutes
Send letters of engagement for signature, capture AML, and bring a new client live without the paperwork ping-pong.
No migration project. Connect, organise, invite.
Connect your clients
Import or add clients; Workdex enriches each with live Companies House data instantly.
Work from one place
Trackers surface every deadline and task. Your team stays organised without spreadsheets.
Delight your clients
Invite clients to their portal — documents, signatures and a tax tracker they actually understand.
Deadlines, prioritised.
Every account, confirmation statement, VAT and payroll job in one worklist — sorted by what’s due next.
Companies House, live.
Officers, year-ends and filing history sync automatically into every client record. Always current.
The client portal.
Documents, e-signatures and a personal tax tracker your clients actually understand — on any device.
Pay for the seats your team uses.
Clients in the portal are always included, free. Start with a 14-day free trial — no card required.
The essentials for a small practice.
- CRM + Companies House
- All deadline trackers
- Client portal & e-sign
- Up to 50 clients
For a growing team that needs scale.
- Everything in Starter
- Bulk tools & campaigns
- Advanced reporting
- Up to 250 clients
Unlimited scale, white-label & priority support.
- Everything in Growth
- White-label branding included
- Unlimited clients
- Priority support
Prices exclude VAT. Cancel anytime · clients in the portal are free on every plan.
Give your practice an unfair advantage.
Start free, invite your team, and bring your first clients online today.